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Technology

27 Questions Every Financial Advisor Should Ask Their Tech Vendor

Posted on February 14, 2019
Technology is constantly changing and always evolving. Advisors feel the pressure to stay on top of the latest trends in fintech and offer the best products for their clients. …
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Marketing & Business Development

Is it Time to Rebrand Your Advisory Firm?

By: Cameron Carlow
You may have noticed we’ve changed the look and feel of our Carson materials, including a new logo and an updated design of our website. It’s all part of …
Marketing & Business Development

Ron’s Top 5 Financial Conferences to Attend in 2019

By: Ron Carson
We are still fresh into 2019 and I’m looking forward to all the upcoming industry conferences this year. I wasn’t always a conference-goer, but I changed my tune when …
Practice Management

What is the Carson Brokerage Solution?

By: Carson Group
Carson Partner firms are now able to drop their FINRA registration and solely operate as an Investment Advisor Representative of the RIA. Through this offering, which we’re calling the …
Practice Management

The Power of the Hand-Off – Why Delegating is Essential to a Healthy Firm

By: Tammy Breitenbach
Some all-star players never get to touch the ball. They’re ready and willing, hoping for a moment to show their skills, but it all depends on their leader. The …
Marketing & Business Development

Millennials: Not Your Father’s Clients, But The Key to Long-Term Growth

By: Scott Wood
Ask your parents and grandparents which version of Amazon they prefer. Now ask your children. Did you get puzzled looks as a response? Or are you yourself sitting there …
Marketing & Business Development

Ron’s Top 10 Books to Inspire and Challenge You in 2019

By: Ron Carson
“Reading one book is like eating one potato chip.” Once you start reading, you can’t stop. Looking back, it was a busy year, but if you don’t make time …
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