Insights

Blog

Blog

Blog Podcast

Marques Ogden: Losing Your Ego, Building A Business, and Embracing Social Media

Posted on June 14, 2021
On today’s episode of Framework, Jamie talks with Marques Ogden, former NFL athlete, international keynote speaker, corporate coach, and best-selling author. Throughout his childhood, Marques’ father taught him money lessons.…

Blog

Blog Practice Management

The Three Factors That Determine If Now Is The Right Time to Sell Your Firm

Posted on June 8, 2021
Timing is everything when it comes to selling your firm. You need to feel ready to relinquish ownership. Your willingness to exit – and, ultimately, your firm’s valuation – is dependent on…

Blog

Blog Podcast

David Levenson: International Expansion, Employees Before Customers, and Why Collaboration Creates Change

Posted on June 7, 2021
On today’s episode of Framework, Jamie talks with David Levenson, President and CEO of LL Global, one of the world’s largest trade associations supporting life insurance and the financial services…

Blog

Blog Coaching

The Future of Client Meetings and Remote Work

Posted on June 2, 2021
What are other advisors doing? This is one of the most asked questions in our Carson Coaching Community. Our ability to plug into a network of dedicated and growing advisor…

Blog

Blog Podcast

Deirdre Van Nest: The Power of Public Speaking & Compelling Communication

Posted on June 1, 2021
In today’s episode of Framework, Jamie talks with Deirdre Van Nest, a professional speaker who teaches advisors, wholesalers, and leaders in the financial industry how to speak in a way…

News

News

news Business Development

Carson Partners Affiliate Gold Family Wealth Welcomes Daniel Armas, CFP®

Posted on May 21, 2021
Omaha, NE – May 20, 2021 – Gold Family Wealth, a leading wealth management and financial planning firm based in Westport, Connecticut, and a member of the Carson Partners network,…

News

news Business Development

President George W. Bush to Shine a Light on Leadership at Carson Excell 2021

Posted on March 19, 2021
OMAHA, Neb., March 19, 2021 /PRNewswire/ -- Carson Group, one of the fastest growing financial services firms in the country, today announced a special guest for the 35th edition of its flagship annual conference, Excell…

News

news Business Development

Carson Group Recognized on Inc. Magazine’s List of the Midwest’s Fastest-Growing Private Companies

Posted on March 17, 2021
Ron Carson’s firm, established in 1983, ranks #135 on the list OMAHA, NEB., March 16, 2021 – Carson Group is excited to announce that it has been ranked #135 on…

News

news Business Development

Price Financial Group Affiliates with Industry-leading Carson Partners

Posted on February 24, 2021
PORTLAND, Ore., Feb. 24, 2021 – Price Financial Group, an independent investment and wealth management firm in Beaverton and Portland, OR, is excited to announce their alignment with Carson Partners. Bo Caldwell, CEO and…

News

news Business Development

Carson Partners Welcomes Lane Brothers & Co. to Network

Posted on February 8, 2021
Scottsdale, Arizona – February 8, 2021 – Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced…
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Upcoming Events

Join Ron Carson for Happy Hour in Oklahoma City

Upcoming Events

Regional Events

Join Ron Carson for Happy Hour in Oklahoma City

June 16, 2021
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Join Ron Carson for Breakfast in Wichita

Upcoming Events

Regional Events

Join Ron Carson for Breakfast in Wichita

June 17, 2021
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Join Ron Carson for Lunch in Kansas City

Upcoming Events

Regional Events

Join Ron Carson for Lunch in Kansas City

June 17, 2021
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!

Webinars

Webinars

Insights

The Ideal Fit for Partnership: Learn What Makes Carson Different

You’re motivated, you have the industry knowledge, and you know what it means to put clients first. As a result, you’ve grown your firm and you’re eager to reach the…

Webinars

Insights

How the Proposed Capital Gains Tax Could Affect Your Advisory Firm

Learn how your firm’s valuation could fluctuate under the proposed increased capital gains tax rate. To fund his American Families Plan, President Joe Biden has proposed an increase in the…

Webinars

Insights

Strategies to Combat a Rising Tax Environment

Tax rates are likely to rise in the future – whether as a result of public policy change or growing personal income. Acceptance of this change is the first step,…

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…
Learn More!
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…
Learn More!
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,…
Learn More!
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…
Learn More!

Videos

 

Videos

Educational Videos

Coaching Tip of the Week ft. Greg Opitz: Right People in the Right Seats

Posted on June 14, 2021
Before you post an external job listing: Stop, evaluate and listen. Executive Business Coach Greg Opitz says you might have an opportunity to define career paths for your team, helping…
 

Videos

Educational Videos

Coaching Tip of the Week ft. J.J. Peller: Don’t Guess, Be Direct

Posted on June 7, 2021
Your A+ employees drive your business forward. What are you doing to keep them happy and dialed in at work? Keep in mind that what they’re doing today might not…
 

Videos

Educational Videos

Coaching Tip of the Week ft. Jessica Harrington: Your Mid-Year Check-In

Posted on June 1, 2021
We’re almost halfway through 2021, so now is the right time to check in on your team, clients and goals. How can you help them? Do you need to readjust…

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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