Insights

Blog

Blog

Podcast

The Profession of Financial Planning and Writing About Retirement with Robert Powell

Posted on November 23, 2020
In today’s episode of Framework, Jamie talks with Robert Powell. Robert, sometimes known as ‘Mr. Retirement’, is a financial writer who is currently running Retirement Daily at The Street. Over…
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Blog

Coaching

How You and Your Advisory Firm Can Achieve More Through Blueprinting

Posted on November 18, 2020
Think about the most inspiring leaders you know. They tend to be passionate about the possibilities of the future. They’re usually optimistic and hopeful about what’s to come. Great leaders…
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Blog

Podcast

Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton

Posted on November 16, 2020
In today’s episode of Framework, Jamie talks with Lazetta Braxton. Lazetta has been deeply involved with the CFP industry for a long time. She’s on the board for AAAA Foundation…
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Blog

Podcast

Protecting Opportunity Cost and Building SaaS Products with Brian Ross

Posted on November 9, 2020
In today’s episode of Framework, Jamie talks with Brian Ross. Brian is the CEO of Fix Flyer, a FinTech company that’s helping wealth managers work smarter. Brian grew up in…
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Blog

Practice Management

How the Results of the Election Could Impact the Markets and Financial Planning

Posted on November 5, 2020
The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only…
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News

News

Business Development

Boston Retirement Group is the Newest Affiliate with Ron Carson’s Partnership Network

Posted on October 28, 2020
Omaha, Nebraska – October 29, 2020 – Boston Retirement Group, a firm that offers a full array of comprehensive personal and business financial services, announced today that it is joining the Carson…
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News

Business Development

Long Island Based Mitlin Financial Joins Carson Partners

Posted on October 9, 2020
Omaha, Nebraska – October 7, 2020 – Mitlin Financial, Inc. a comprehensive financial planning and asset management firm with $58 million in client assets under management is the latest enterprise to join…
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News

Business Development

Carson Group Announces Capital Raise for New Round of Minority Investments

Posted on October 5, 2020
Firm raises capital with a lending partner, with the potential to tap much more  Omaha, Nebraska – October 5, 2020 – Carson Group, one of the fastest-growing financial services firms in the…
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News

Business Development

Carson Partners Welcomes FMI of Yakima and Kennewick to Network

Posted on August 28, 2020
Omaha, Nebraska – August 27, 2020 – Financial Management, Inc. (FMI), a wealth management firm headquartered in Yakima, Washington, with over $100 million in client assets under management, is the latest firm…
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News

Business Development

Carson Partner Bender Financial Services Rebrands to Carson Wealth

Posted on August 10, 2020
HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to…
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Upcoming Events

How to Introduce Compliance Best Practices in Your Firm

Upcoming Events

Webinars

How to Introduce Compliance Best Practices in Your Firm

December 3, 2020
As a responsible and principled financial advisor, you know that compliance is critical to the operation of your business. The risk of overlooking this key consumer protection – and potentially…
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The Strength of Factor Investing

Upcoming Events

Webinars

The Strength of Factor Investing

December 4, 2020
Your clients want a portfolio that optimizes performance and minimizes long-term risk. Let’s talk about factor investing and how it fits into that equation. BlackRock and Carson are teaming up…
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How to Illustrate Value to Your Clients

Upcoming Events

Webinars

How to Illustrate Value to Your Clients

December 17, 2020
What actions can you start taking today to illustrate your value to your clients? Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how…
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Webinars

Webinars

Insights

The Intersection of Wealth Management and Housing Wealth

Wealth management, practice management and housing wealth are three topics that dovetail – and sometimes collide – with each other in the life of every advisor. It’s important for the…
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Webinars

Insights

Quarterly Market Outlook: Q3 2020

Presenter: Scott Kubie and Sonu Varghese
In this Quarterly Market Outlook webinar, we deliver some foresight on the markets and key indicators for the third quarter of 2020. Carson Senior Investment Strategist Scott Kubie and Senior…
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Webinars

Insights

Coach’s Playbook: Insights About Our Profession

Coach's Playbook: Insights About Our Profession After talking with more than 5,000 financial advisors, we've found a lot of takeaways that you'll want to know to take your practice to…
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eBooks

Leveraging Each Other’s Strengths: An M&A Case Study

eBooks

Succession Planning

Leveraging Each Other’s Strengths: An M&A Case Study

Leveraging Each Other's Strengths: An M&A Case Study “We thought long and hard about the kind of client we were trying to engage, and then we went where they are…
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Honing Your Mission, Vision and Value Statements so You Can Set Your Firm Up for Success

eBooks

Marketing & Business Development

Honing Your Mission, Vision and Value Statements so You Can Set Your Firm Up for Success

As an advisor, it’s easy to set up shop and then get so caught up in the “tyranny of the urgent” that you lose track of your mission and core…
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A Smoother Road to Growth: Carson’s Advisor Growth Planner

eBooks

Marketing & Business Development

A Smoother Road to Growth: Carson’s Advisor Growth Planner

A Smoother Road to Growth: Carson’s Advisor Growth Planner The road to growth isn’t always a smooth ride, even though we all wish it could be. There are valleys, plateaus,…
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Download Our Complimentary Marketing ROI Tracker for Financial Advisors

eBooks

Marketing & Business Development

Download Our Complimentary Marketing ROI Tracker for Financial Advisors

Download Our Complimentary Marketing ROI Tracker for Financial Advisors Marketing only works if done consistently, results are tracked and measured, and activities refined. Do you want to know how your…
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Videos

 

Videos

Ronsense

Ronsense: Thoughts from TD LINC

Posted on January 31, 2020
What Ron Carson is hearing on the ground from advisors at National LINC: 1. Massive industry consolidation 2. Elimination of transaction fees 3. Questions about the TD/Schwab merger Listen to…
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Videos

Ronsense

Ronsense: Lessons from Kobe Bryant

Posted on January 28, 2020
Thinking of those affected by the recent helicopter crash in Calabasas, including Kobe Bryant and his daughter. As Ron Carson puts it, there might be nothing more important than living…
Watch Now!
 

Videos

Ronsense

Ronsense: Doing The Things We Love

Posted on January 21, 2020
While at the Carson Retreat and in -6 degree weather, Ron Carson's focusing on passion prospecting and sharing advice on how to do what you enjoy most. Listen to this…
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Books

Proven in the Trenches

Books

Book

Proven in the Trenches

Author: Ron Carson
The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they…
Rewirement: Rewiring The Way You Think About Retirement!

Books

Book

Rewirement: Rewiring The Way You Think About Retirement!

Author: Jamie P. Hopkins
Common misconceptions, assumptions, and behavioral biases often prevent people from building robust and flexible retirement plans—and this is an enormous problem. If you don’t know your decisions are based on…
Get Wise to Your Advisor

Books

Book

Get Wise to Your Advisor

Author: Steven D. Lockshin
Steve Lockshin’s book, Get Wise to Your Advisor, will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need…
Financial Jiu-Jitsu

Books

Book

Financial Jiu-Jitsu

Author: Scott Ford
In Financial Jiu-Jitsu, Scott Ford shows you how to overcome your emotions and state of mind to excel at your investing endeavors. Along the way, Ford teaches you fundamental skills…

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