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Practice Management
How a Carson University Alum Turned Her Uber Driver into a Client on the Way to the Airport
Some people small talk with their Uber drivers, while others prefer silence. Carson University alum, Jessica Bost, made a different decision that landed her a new client (learn more about…
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Marketing & Business Development
12 Questions Every Advisor Should Ask When Building a Winning Content Marketing Strategy
Content marketing’s scope and importance keeps growing and growing. It includes videos, commercials, blogs, social media and more. Some advisors do it really well, but we’ve seen a lot who…
Marketing & Business Development
From ‘Tested’ to ‘Proven in the Trenches’: 11 Ways Advisors Can Compete, Drive Value in an Evolving Industry
A lot has changed inside and outside the financial industry since 2005, when the first edition of “Tested in the Trenches” hit bookshelves. Technology, as an ever-changing entity, has been…
Practice Management
Jamie Hopkins Expands Roles at Carson as New Managing Director of Carson Coaching
We are excited to announce Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, as Managing Director of Carson Coaching – our nationally-recognized, esteemed advisor coaching program. Hopkins has served…
Marketing & Business Development
The Savvy Advisor’s Guide to Retargeting
Let’s say a consumer visits your site. Maybe they poke around on a few pages, read about your firm – it sparks their interest. But they leave your site without…
Practice Management
Taking the Next Step: 4 Tips to Get Your Clients and Prospects ‘Unstuck’
If you watch a master at work, whether it’s playing the harp or cooking a souffle, control is one theme you’ll see no matter what the medium. The master chef…
Marketing & Business Development
Q&A with Dr. Daniel Crosby: Why Behavioral Psychology is an Advisor’s ‘Only Enduring Competitive Advantage’
Dr. Daniel Crosby’s career path started with a Doctor of Psychology degree. While working as a clinical therapist, he found his passion centered on human behavior. Daniel, the son of…
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