Insights

Blog

Blog

Podcast

Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse

Posted on July 6, 2020
In today’s episode of Framework, Jamie talks with Suzanne Siracuse, former Publisher and CEO at InvestmentNews. Suzanne has a long history in the financial planning profession and oversaw the growth…
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Blog

Podcast

Retirement Income Planning and Playchecks with Tom Hegna

Posted on June 29, 2020
On today's episode of Framework, Jamie talks with Tom Hegna, a thought-leader in the income planning for retirement space. Tom spent time in the military prior to entering the insurance…
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Blog

Podcast

Leading with Integrity and Building a Culture of Success with Bob McKillop

Posted on June 22, 2020
In today's episode of Framework, Jamie talks with Bob McKillop, head men’s basketball coach at Davidson. Bob started off as a collegiate player (via a failed run at baseball) but…
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Blog

Coaching

How to Safely Return to the Office as COVID-19 Restrictions Lift: A Guide for Business Leaders

Posted on June 19, 2020
We have spent a large portion of 2020 in a state of limbo. Now that many regional lockdowns have lifted, business owners are faced with a number of questions about…
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Blog

Podcast

Mission-Based Investing and Participating in the Economy with Ashton Kutcher

Posted on June 15, 2020
This week, Jamie talks with a man who needs no introduction: Ashton Kutcher. Ashton is an A-list celebrity with a long career in film and television. Today, he is a…
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News

News

Business Development

$100M Bain Wealth Management in Oregon Joins Carson Partners

Posted on June 24, 2020
Omaha, Nebraska – June 1, 2020 – Bain Wealth Management, a family-owned boutique investment and financial planning firm based in Salem, Oregon, announced today that they have joined with Carson Partners in…
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News

Business Development

Carson Wealth Puts Down Roots in the Boston Metropolitan Area, Brings on Three Offices

Posted on June 24, 2020
Boston, Massachusetts – June 9, 2020 – Andrew Nigrelli, AIF®, RFC®, CMFC® announced today the addition of Wealth Advisor William Newell, CFP®, Newell will affiliate with one of the fastest-growing advisory firms…
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News

Business Development

Ron Carson’s New Book Highlights 11 Proven Principles to Help Advisors Reinvent Their Value

Posted on May 12, 2020
Omaha, Nebraska – May 12, 2020 – As financial services—along with every other industry—experiences the implications of a global pandemic and a volatile market, many advisors are grasping for ways to better…
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News

Retirement

I’m Retired and Claim Social Security — Do I Still Get the $1,200 Stimulus Check?

Posted on April 13, 2020
Many Americans are expecting a check from the federal government within the next month, as part of a stimulus package intended to provide the country financial relief as COVID-19 stresses…
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News

Operations

Advisors Wrap Their Heads Around $2tn Stimulus Package

Posted on April 10, 2020
President Donald Trump signed a $2tn Coronavirus stimulus bill. The bill — known formally as the Coronavirus Aid, Relief and Economic Security Act (CARES Act) — has a number of…
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Upcoming Events

Happy Hour: Marketing Your Advisory Firm During the Covid Crisis

Upcoming Events

Webinars

Happy Hour: Marketing Your Advisory Firm During the Covid Crisis

July 15, 2020
Now, during this cycle of economic unrest, is the prime time to put your firm’s value on center stage. Effective marketing shines the spotlight. Let’s talk about simple strategies you…
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IRA Planning After the SECURE Act

Upcoming Events

Webinars

IRA Planning After the SECURE Act

July 30, 2020
Are you ready to rethink retirement income planning? Online Course | $147 | 4 CE Credits + 1 Hour Bonus CARES Act and Retirement Planning Update The SECURE Act is…
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Webinars

Webinars

Insights

Quarterly Market Outlook – Q2

In this Quarterly Market Outlook webinar, we deliver some foresight on the markets and key indicators for the first quarter of 2020. Carson Senior Investment Strategist Scott Kubie and Senior…
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Webinars

Insights

The Intersection of Wealth Management and Housing Wealth

The Intersection of Wealth Management and Housing Wealth Wealth management, practice management and housing wealth are three topics that dovetail – and sometimes collide – with each other in the…
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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…
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eBooks

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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Complimentary Marketing Plan Template

eBooks

Marketing & Business Development

Complimentary Marketing Plan Template

Download Our Complimentary Marketing Plan Template Like other areas of your advisory business, marketing is more effective when it follows a strategy. With this template we’ll help you create an…
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Complimentary Marketing ROI Tracker for Financial Advisors

eBooks

Marketing & Business Development

Complimentary Marketing ROI Tracker for Financial Advisors

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 marketing plan…
Learn More!
The Essentials of Succession Planning

eBooks

Succession Planning

The Essentials of Succession Planning

The Essentials of Succession Planning “Easy come, easy go” is a cliche that never applies to building your own financial advisory firm. Business doesn’t come easy, and it’s equally difficult…
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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…
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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…
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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…
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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…