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Blog

Blog Podcast

Ray Hennessey: Intentional Networking, The Pitfalls of Working From Home, and Leaving A Legacy

Posted on May 17, 2021
On today’s episode of Framework, Jamie Hopkins talks with Ray Hennessey, CEO of JConnelly, a marketing and public relations firm JConnelly. At a young age, Ray remembers going to the…

Blog

Blog Coaching

Why Everyone Needs a Coach

Posted on May 12, 2021
Do you have a coach? Athletes have coaches. Musicians have coaches. Leaders have coaches. Surgeons have coaches. Heck, even gardeners have coaches! When you start to look, you’ll find that…

Blog

Blog Podcast

Stephanie Bogan: Finding Satisfaction in Success and Reframing Your Money Mindset

Posted on May 10, 2021
On today’s episode of Framework, Jamie talks with Stephanie Bogan, CEO & Founder of Limitless Advisor. Stephanie helps financial advisors and founders improve their craft, grow their business, and better…

Blog

Blog Podcast

George Nichols III: Life Insurance and the Power of Financial Literacy

Posted on May 3, 2021
On today’s episode of Framework, Jamie talks with George Nichols III, President and CEO of the American College of Financial Services, an organization on a mission to raise financial literacy…

Blog

Blog Podcast

Darrell Green: Staying Humble and Charitable

Posted on April 26, 2021
On today’s episode of Framework, Jamie talks with former NFL player and Hall of Famer Darrell Green. Darrell currently serves as the Associate Athletic Director at George Mason University. Growing…

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

Strategies to Combat a Rising Tax Environment

Upcoming Events

Webinars

Strategies to Combat a Rising Tax Environment

May 27, 2021
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,…
Learn More!
Excell 2021

Upcoming Events

Excell Conference

Excell 2021

October 12, 2021
If you're an advisor looking for that one conference that gives you inspiration, connection, and proven best practices to grow your firm beyond a doubt, Excell is the place. Join…
Learn More!

Webinars

Webinars

Insights

The Now and Next for Women in Financial Services

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…

Webinars

Insights

Incorporating College Education Planning into Your Practice

One of the most significant expenses your clients likely have their eyes on is the rising cost of a college education. A source of stress for many, this funding challenge…

Webinars

Insights

What You Need in Place in Order to Acquire Another Firm

You wouldn’t create a financial plan without a thorough understanding of your client’s goals and a researched game plan that aligns with that vision. Have you given your firm’s growth…

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…
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Videos

 

Videos

Educational Videos

Coaching Tip of the Week ft. J.J. Peller: Visualize Your Future

Posted on May 17, 2021
If you do what you’ve always done, you’ll get what you’ve always gotten. Counter that with visualization. If you want a better future for yourself and your firm, Executive Business…
 

Videos

Educational Videos

Coaching Tip of the Week ft. Greg Opitz: Paying Unplanned Bonus

Posted on May 10, 2021
Paying an unplanned bonus has its perks – especially if the firm experienced growth in key metrics and your team’s performance has been outstanding. Executive Business Coach Greg Opitz dives…
 

Videos

Educational Videos

Coaching Tip of the Week ft. Gerry Herbison: Listening for Productivity

Posted on May 3, 2021
How does listening for productivity work? Executive Business Coach Gerry Herbison explains that being present in the conversation, actively listening to understand what your team is saying and engaging can…

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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