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Compliance

Key Takeaways from the SEC’s Reg BI Rules Package

Posted on June 12, 2019
After an almost decade-long wait from the SEC, the commission moved forward rule changes that would expand regulatory responsibilities for brokers to act in the “best interest” of clients when…
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Practice Management

What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want

By: Jamie Hopkins
"Avatar" and "Avengers: Endgame" sit as No. 1 and No. 2 on the list of the highest-grossing movies in history (not adjusted for inflation). Both have taken in over $2.5 billion dollars…
Technology

Platforms vs. Ecosystems: The Difference Between a Solid Digital Client Experience and a So-So One

By: Jud Mackrill
At first mention, the difference between a platform and ecosystem isn’t obvious. But at Carson, saying the former will result in you forking over a $5 bill. But the difference…
Marketing & Business Development

11 Common Personas for Financial Advisors (Part 1)

By: Zach McDonald
We’ve talked about the importance of identifying your personas – specifically financial advisor personas – several times before. If this is the first time you’ve heard of personas, here’s the…
Practice Management

How to Combat Growing Advisor Burnout

By: Jamie Hopkins
Fluctuating markets, discussions of Social Security shortfalls, and health care constantly under pressure is leading to people feeling a great deal of uncertainty. This uncertainty clients are feeling is trickling…
Practice Management

What Does a Successful Advisor Look Like? (Hint: It’s not Always Ron Carson)

By: Sarah Cain
Picture a successful entrepreneur. Who comes to mind? Now picture a successful financial advisor. Who comes to mind this time? Finally – ask yourself: Based on what you know about…
Marketing & Business Development

How to Build Relationships with Your Clients’ COIs that Really Pay Off

By: Scott Ford
How many of your clients work with other professionals – lawyers, insurance agents, realtors, bankers, etc.? The marketing-speak term for other professionals who hold sway in your clients’ lives is “centers…
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