Insights

Blog

Blog

Podcast

Emerging Tech Week: Possibilities and Threats Facing the Future of Fintech

Posted on September 17, 2020
Emerging Tech Week on the Framework podcast was an eye-opening tour through the world of fintech. We learned what has disrupted the system and what will keep on changing it…
Continue Reading!

Blog

Podcast

From Financial Advisor to Customer-Centric Business Owner with Dana Anspach

Posted on September 14, 2020
In today’s episode of Framework, Jamie talks with Dana Anspach, the CEO and founder of Sensible Money. Dana has worked in nearly every capacity as a financial advisor and is…
Continue Reading!

Blog

Coaching

Ask the ‘Who’ Question to Gain Stronger Prospects

Posted on September 10, 2020
Our coaches often hear from advisors that the most common way they’ve met their top clients is through referrals and introductions from existing relationships. If you’re not asking the “who”…
Continue Reading!

Blog

Podcast

Empowering FinTech and Identifying the Right Value-Adds with Mark Casady

Posted on September 8, 2020
In today’s episode of Framework, Jamie talks with Mark Casady, the former CEO of LPL Financial. He also co-founded Vestigo Ventures with a focus on financing start-ups in FinTech. He…
Continue Reading!

Blog

Podcast

Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin

Posted on August 31, 2020
In today’s episode of Framework, Jamie talks with Steve Lockshin, the founder and principal at AdvicePeriod. After realizing he did not want to be a doctor, Steve sort of fell…
Continue Reading!

News

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…
Continue Reading!

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…
Continue Reading!

News

Operations

New Labor Dept. Fiduciary Rule Would Open Door For Conflicted Advice And High Commissions

Posted on July 31, 2020
Ring the bell for the latest round of consumer financial protections. Progress for consumer financial protections might not be over, but they are clearly knocked down heading into the second…
Continue Reading!

News

Business Development

6 Questions To Ask Your Financial Advisor To Determine Their Value

Posted on July 30, 2020
New research and analysis from Carson Group Coaching  shows a huge divide between what clients want from financial advisors and what financial advisors are delivering. What clients named as most valuable…
Continue Reading!

News

Practice Management

5 Ways To Protect Yourself From The Latest Coronavirus Scams

Posted on July 29, 2020
From personal protective equipment to bogus cures and vaccines, coronavirus-related scams are spreading faster than the virus itself. According to multiple government agencies and watchdogs, scams and cyberattacks have spiked…
Continue Reading!
Array ( [showposts] => 3 [post_type] => tribe_events [meta_query] => Array ( [0] => Array ( [key] => _EventStartDate [type] => DATETIME ) [relation] => AND [1] => Array ( [key] => _EventStartDate [value] => 2020-09-20 08:52:05 [compare] => >= [type] => DATETIME ) ) [orderby] => _EventStartDate [order] => ASC [tax_query] => Array ( [0] => Array ( [taxonomy] => tribe_events_cat [field] => term_id [terms] => Array ( [0] => 159 [1] => 1059 [2] => 2346 [3] => 2350 ) [operator] => IN ) ) [error] => [m] => [p] => 0 [post_parent] => [subpost] => [subpost_id] => [attachment] => [attachment_id] => 0 [name] => [pagename] => [page_id] => 0 [second] => [minute] => [hour] => [day] => 0 [monthnum] => 0 [year] => 0 [w] => 0 [category_name] => [tag] => [cat] => [tag_id] => [author] => [author_name] => [feed] => [tb] => [paged] => 0 [meta_key] => [meta_value] => [preview] => [s] => [sentence] => [title] => [fields] => [menu_order] => [embed] => [category__in] => Array ( ) [category__not_in] => Array ( ) [category__and] => Array ( ) [post__in] => Array ( ) [post__not_in] => Array ( ) [post_name__in] => Array ( ) [tag__in] => Array ( ) [tag__not_in] => Array ( ) [tag__and] => Array ( ) [tag_slug__in] => Array ( ) [tag_slug__and] => Array ( ) [post_parent__in] => Array ( ) [post_parent__not_in] => Array ( ) [author__in] => Array ( ) [author__not_in] => Array ( ) [tribe_include_date_meta] => 1 [eventDisplay] => [hide_upcoming] => 1 [start_date] => 2020-09-20 03:52:05 [posts_per_page] => 3 [ignore_sticky_posts] => [suppress_filters] => [cache_results] => 1 [update_post_term_cache] => 1 [lazy_load_term_meta] => 1 [update_post_meta_cache] => 1 [nopaging] => [comments_per_page] => 50 [no_found_rows] => [taxonomy] => tribe_events_cat [term_id] => 159 )
Array ( [showposts] => 3 [post_type] => tribe_events [meta_query] => Array ( [0] => Array ( [key] => _EventStartDate [value] => 2020-09-20 08:52:05 [compare] => >= [type] => DATETIME ) ) [orderby] => _EventStartDate [order] => ASC [tax_query] => Array ( [0] => Array ( [taxonomy] => tribe_events_cat [field] => term_id [terms] => Array ( [0] => 159 [1] => 1059 [2] => 2346 [3] => 2350 ) [operator] => IN ) ) )

Upcoming Events

Build, Buy, or Partner: Which Road Will You Take to Become a Billion-Dollar Firm?

Upcoming Events

Webinars

Build, Buy, or Partner: Which Road Will You Take to Become a Billion-Dollar Firm?

October 8, 2020
Running a business is a bit like a choose-your-own-adventure book. You can take multiple paths to the same destination. But to grow your firm in the best way possible, you…
Learn More!
Quarterly Market Outlook – Q4

Upcoming Events

Webinars

Quarterly Market Outlook – Q4

October 15, 2020
Join us on Thursday, October 15, 2020 at 3 p.m. CDT for our Quarterly Market Outlook webinar, where we deliver some foresight on the markets and key indicators for the…
Learn More!
Why Clients Love the New Carson Client Experience

Upcoming Events

Webinars

Why Clients Love the New Carson Client Experience

October 22, 2020
Since we rolled out our new Carson Client Experience, advisors all over the country have been asking to see a demo. To accommodate everyone who wants to check it out,…
Learn More!

Webinars

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…
View Webinar

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…
View Webinar

Webinars

Insights

The SECURE Act’s Impact on Lifetime Income and Retirement Savings

The SECURE Act’s Impact on Lifetime Income and Retirement Savings You understand the SECURE Act’s major provisions, the tax benefits, the tax hurdles. What’s next? Join Jamie Hopkins, Director of…
View Webinar

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

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…
Watch Now!
 

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…
Watch Now!

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…