Insights

Blog

Blog

Blog Podcast

Ann Garcia: Helping Families Pay for College

Posted on May 16, 2022
Student loan forgiveness is a hot topic, but not a new one. Neither is the idea of free college. Many people with young kids think they don't need to …

Blog

Blog Podcast

Lorne Jenkins: Money Lessons Designed to Empower

Posted on May 9, 2022
What would the world be like if kids graduated high school understanding how money works and how to take control of their personal finances? It's a question Lorne Jenkins, …

Blog

Blog Business Management

How Mentoring Led Me to Financial Services and Made a Pit Stop Permanent

Posted on May 4, 2022
Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today …

Blog

Blog Podcast

Louis Barajas: Breaking Down Barriers to Wealth Creation

Posted on May 2, 2022
Louis Barajas is on a mission to break down cultural and socioeconomic barriers to ensure the CFP industry reflects – and serves – the entire population. It's a journey he …

Blog

Blog Podcast

Terence ‘Bud’ Crawford: Fighting for Change

Posted on April 25, 2022
Ranked one of the world's best pound-for-pound boxers, Terence "Bud" Crawford was born to fight. His father, grandfather and an uncle were all amateur boxers. The late, great boxing …

News

News

news Business Development

Carson Group’s Excell Conference Recognized for Commitment to Diversity in Financial Services

Posted on April 8, 2022
Carson Group is proud that Excell 2021 has been recognized for its commitment to representation by Choir, a diversity platform focused on amplifying the voices of financial professionals who …

News

news Business Development

Carson Group Hires Burt White as Managing Partner, Chief Strategy Officer

Posted on April 5, 2022
White will join Carson’s executive leadership team and fill a seat on Carson’s Board Omaha, NE, April 5, 2022 – Carson Group, one of the fastest-growing financial services firms …

News

news Business Development

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

Posted on March 16, 2022
Inc. magazine announced that Carson Group is No. 118 on its third annual Inc. 5000 Regionals Midwest list, the most prestigious ranking of the fastest-growing private companies based in …

News

news Business Development

Carson Coaching Named FPA’s Official Coaching Partner

Posted on March 8, 2022
First-of-its-kind partnership aims to help financial planners grow their practices faster and run them more successfully. DENVER (March 8, 2022) – Today, the Financial Planning Association® (FPA®), the leading …

News

news Business Development

Abby Wambach, Lauren Simmons and Tucker Bryant to headline the 2022 Excell Conference

Posted on March 7, 2022
37th edition of the conference is expected to draw more than 1,500 attendees Omaha, Neb. – March 7, 2022 – Recognized as one of the best conferences for financial advisors1, …
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Upcoming Events

Upcoming Events

Excell Community

Excell Focus | Retirement Planning

May 24, 2022 | New York
Stay Prepared by Boosting Your Planning Prowess As a financial advisor, your focus should always be on helping your clients find their path to true wealth through proper retirement …
Learn More!
Navigating the M&A Landscape

Upcoming Events

Webinars

Navigating the M&A Landscape

May 26, 2022
Choosing to merge with or acquire another firm isn’t an easy decision, and actually going through with the process can be even more difficult. Doing so can bring massive …
Learn More!
Excell 2022: R/evolution

Upcoming Events

Excell Conference

Excell 2022: R/evolution

September 13, 2022 | Las Vegas, NV
Change Starts at Excell 2022 Financial services is rapidly changing, and you can either be a catalyst for growth or get left behind. Let’s evolve together in 2022. Let’s …
Learn More!

Webinars

Webinars

Insights

Q2 2022: Quarterly Market Outlook

Though the global and U.S. economies have rebounded from the lows they faced at the height of the COVID-19 pandemic, there’s still plenty of uncertainty as we head into …

Webinars

Insights

Q&A with Burt White

New Managing Director and Chief Strategy Officer at Carson Group Tune into our on-demand webinar to hear from Carson Group's Managing Director, Chief Strategy Officer, Burt White. During this …

Webinars

Insights

Delving Into the SEC’s New Marketing Rules

The Securities and Exchange Commission instituted changes last year to its “Marketing Rule” in an attempt to modernize its advertising and solicitation rules. These changes updated the rule for …

eBooks

The Advisor’s Guide to Effective Marketing

eBooks

Marketing & Business Development

The Advisor’s Guide to Effective Marketing

It can be tough for an advisor to stand out in today’s digital world. Sure, there are more avenues than ever to raise awareness of your firm – both paid and …
Learn More!
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 …
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 …
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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, …
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Videos

 

Videos

Educational Videos

Coaching Tip of the Week ft. Tammy Breitenbach: When Good Enough is Great

Posted on November 23, 2021
Don’t worry whether your work is going to be “great.” Instead, Carson Executive Business Coach Tammy Breitenbach says, define what would make your work “good enough” and aim to …
 

Videos

Educational Videos

Coaching Tip of the Week ft. Greg Opitz: Tactical Technology

Posted on November 8, 2021
Investing in technology continues to become more and more critical for advisors. Carson Executive Business Coach Greg Opitz shares how implementing smaller, tactical technologies can help your firm continue …
 

Videos

Educational Videos

Coaching Tip of the Week ft. J.J. Peller: Be Inspired

Posted on November 1, 2021
Great leaders can inspire others around them to be great – but only if they’re inspired themselves. Carson Executive Business Coach J.J. Peller shares three tips that can help …

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 …
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 …
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 …
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 …