Insights

Blog

Blog

Blog Financial Planning

Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill 

Posted on August 4, 2022
Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. Senate Democrats have reached a general agreement on a bill to address climate change, …

Blog

Blog Business Management

The Feedback Framework: The Critical Importance of Feedback

Posted on August 3, 2022
Think back on your career. If you’re anything like me, you might have a painful memory or two about feedback that was given to you in a less-than-constructive way. …

Blog

Blog Podcast

Ryan Detrick: Making Sense of the Markets in Times of Turmoil

Posted on August 2, 2022
Ryan Detrick’s experience with the stock market goes back to 1999, during the dot-com boom – and subsequent bubble burst. “It was really fun, and everybody's making money,” Ryan …

Blog

Blog M&A and Succession

3 Questions Financial Advisors Must Answer Before Pursuing M&A Deals

Posted on July 28, 2022
Michael Belluomini, Vice President, Mergers and Acquisitions There has never been a better time for advisor-CEOs to explore growing their business through M&A. Two key trends are fueling opportunities for …

Blog

Blog Financial Planning

What Makes the Excell Experience a Different Financial Advisor Conference?

Posted on July 28, 2022
Excell isn’t like every other financial advisor conference. It’s more than an event. It’s an experience centered on community. We’re not content to just fill the conference agenda with …

News

News

news Business Development

Ryan Detrick Joins Carson Group as Chief Market Strategist

Posted on July 25, 2022
Carson Group, one of the fastest-growing financial services firms in the country, announced that Ryan Detrick has joined the firm as Chief Market Strategist. In his new role, Detrick …

News

news Business Development

Carson Group Adds $200 Million Pennsylvania Firm to Partner Network

Posted on June 15, 2022
Carson Group successfully transitioned Diamond Wealth Advisors to its growing network of partners. The Carlisle, Pennsylvania-based financial planning and wealth management firm was the most recent to join Carson …

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 …
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Upcoming Events

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

Featured

Future of the Profession: Q&A with Ryan Detrick and Burt White

After 6½ years at the largest broker-dealer in the country, Ryan Detrick has joined Carson Group to serve as Chief Market Strategist alongside his former colleague Burt White. What …

Webinars

Insights

Building a Top-of-the-Line Tech Stack

As an advisor, it’s crucial that you deliver the best client experience that you can. And one of the key components in doing that is an accessible, user-friendly technology …

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 …

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 …
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, …
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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 …