Succession Planning

3 Essential Steps for Advisors Thinking About Succession Planning

Posted on July 18, 2019
Time has a way of marching forward without asking. Openly acknowledging this allows us to better envision and plan our lives, both personally and professionally. A large number of …
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Marketing & Business Development

The 3 Most Important Marketing Metrics for Financial Advisors (and Where You Can Find Them)

By: Jud Mackrill
We live in an age with billions of points of data. As the world becomes more and more integrated, everything becomes the Internet of Things – even our bodies. With …

Q&A with Saumen Chattopadhyay, Carson’s New VP of Investment Platform

By: Joe Steuter
We are excited to welcome Saumen Chattopadhyay, CFA®, CPA, FCA, as our new VP, Investment Platform. He moved from Chicago to Omaha, along with his wife and daughter, to …
Marketing & Business Development

The Essentials of Email Marketing for Advisors

By: Sara Hinds
While you won’t hear the all-too-familiar “You’ve Got Mail!” when you open your inbox nowadays, email is far from vanishing from the world. Active email accounts are expected to …

What I Learned About Investments: It’s About Making the Complex Simple

By: Tanner Butler
Tanner Butler is part of a six-month rotational internship with Carson. The internship was established through a partnership with Carson and the Heider College of Business at Creighton University, …
Marketing & Business Development

11 Common Personas for Financial Advisors (Part 4)

By: Zach McDonald
Travel entrepreneur Meredith Hill said it best: “When you speak to everyone, you speak to no one.” If your message isn’t focused and aimed well, it will be so …
Marketing & Business Development

11 Common Personas for Financial Advisors (Part 3)

By: Zach McDonald
Let’s get back to common personas for advisors and how they can help you focus and boost your marketing efforts.  Check out part one and part two of this …
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