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Blog

Blog

Blog Podcast

Robert Sofia: Why Marketing Matters and Doing Things Differently

Posted on April 12, 2021
On today’s episode of Framework, Jamie talks with Robert Sofia, CEO of Snappy Kraken and marketing expert helping financial advisors package their value. As a kid, Robert never had the…

Blog

Blog Podcast

Practical Tips from Our Behavioral Finance Week Guests

Posted on April 7, 2021
It’s easy to forget, with the technological concerns on one side and the market pressures on the other, that we deal with people first and foremost. Flesh-and-blood clients have powerful…

Blog

Blog Podcast

Kevin Mayeux: Adding Value and Building a Strategic Plan That Sticks

Posted on April 5, 2021
On today’s episode of Framework, Jamie talks with Kevin Mayeux, CEO of the National Association of Insurance and Financial Advisors (NAIFA). At just 11, Kevin started his own lawn mowing…

Blog

Blog Podcast

Jennifer Tarsney: Educating Women and the Importance of Mentorship

Posted on March 29, 2021
 On today’s episode of Framework, Jamie talks with Jennifer Tarsney, Director of Practice Management at New York Life Investments. Jennifer remembers selling chocolate bars in grade school. But other…

Blog

Blog Podcast

Intentionality, Self-Awareness, and Leading by Example with Dr. Joy Lere

Posted on March 22, 2021
On today’s episode of Framework, Jamie talks with Dr. Joy Lere, a licensed clinical psychologist with a focus on behavioral finance. Dr. Lere helps patients upgrade their lives, financially and…

News

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…

News

news Business Development

Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania

Posted on January 4, 2021
DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that…
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Upcoming Events

What You Need in Place in Order to Acquire Another Firm

Upcoming Events

Webinars

What You Need in Place in Order to Acquire Another Firm

April 22, 2021
To be ready to buy, you need to be ready to sell. It’s important to have a clear understanding of your firm’s strengths, commitments and future when you’re looking to…
Learn More!
Incorporating College Education Planning into Your Practice

Upcoming Events

Webinars

Incorporating College Education Planning into Your Practice

April 29, 2021
The rising cost of a college education doesn’t have to mean rising stress levels for your clients. Join Ryan, Jessica and Beth to learn how to turn college education planning…
Learn More!
The Now and Next for Women in Financial Services

Upcoming Events

Webinars

The Now and Next for Women in Financial Services

May 6, 2021
The financial services industry isn’t known for its gender diversity, though many women are thriving in the field. What inroads have we made as an industry? What roadblocks have we…
Learn More!

Webinars

Webinars

Insights

Incorporating Behavioral Finance Into Financial Planning

Clients and their families are more complex than spreadsheets and returns. Their finances are driven by psychological background, relational dynamics and personal values. We explored this over Behavioral Finance Week…

Webinars

Insights

What the Investment Process Looks Like at Carson

What comes first: investment strategies or financial plans? In this “chicken and egg” debate, Carson’s investment team believes investments are critical to putting the financial plans you’ve built for clients…

Webinars

Insights

Happy Hour: What’s Best for You? Partnership vs. Broker-Dealer vs. RIA

Don’t get stuck on the road you’re on if it won’t move you closer to your goals. This happy hour is designed for advisors who are planning how to best…

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,…
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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…
Learn More!

Videos

 

Videos

Educational Videos

Coaching Tip of the Week ft. Gerry Herbison: Focus on What NOT to Do

Posted on April 12, 2021
Balancing everything on your plate sometimes can feel impossible. Gerry Herbison, Executive Business Coach at Carson, discusses his experience balancing a 50-hour workweek and a doctorate program. At first, he…
 

Videos

Educational Videos

Coaching Tip of the Week ft. Greg Opitz: Team Recognition

Posted on April 6, 2021
Think about how often your team members do impactful work. Now think about how often you take the time to sincerely and personally thank them. Greg Opitz, Executive Business Coach…
 

Videos

Educational Videos

Coaching Tip of the Week ft. Michael Rose: Top-Down and Bottom-Up Strategies

Posted on March 30, 2021
Are you struggling with deciding how to structure your organization and how you should grow your business? Michael Rose, Executive Business Coach at Carson, suggests thinking about using top-down and…

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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