Articles authored by Chelsi Balfour

First-of-its-kind partnership aims to help financial planners grow their practices faster and run them more successfully. DENVER (March 8, 2022) – Today, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planner™ professionals, announced a strategic partnership that makes Carson Coaching its official coaching partner.

37th edition of the conference is expected to draw more than 1,500 attendees Omaha, Neb. – March 7, 2022 – Recognized as one of the best conferences for financial advisors1, Excell 2022 announced this year’s stellar lineup of speakers that includes soccer legend Abby Wambach, the Wolfette of Wall Street Lauren Simmons, former Google storyteller Tucker …

 Tech expert brings an extensive background in scaling innovation, product development and growth strategy to his role   Omaha, Neb., February 16, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, has hired Nimesh Patel to fill the newly created role of Chief Technology Officer (CTO). A technology veteran with more than …

Attributes achievements to the growth of partner firms and the ability to help advisors deliver personalized service to more than 40,000 families Omaha, Neb. – February 7, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, begins the new year by hitting a major milestone as it surpasses $20 billion in assets …

OMAHA, Neb., February 4, 2022 – The National Association of Insurance and Financial Advisors (NAIFA) today announced that retirement expert, Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, will join the NAIFA board effective immediately. Hopkins, who is managing partner of wealth solutions at Carson Group, one of the fastest-growing financial technology and services …

Carson Group, one of the fastest growing financial services firms in the country, has added Omaha native Liz Fishbaugh to its leadership team as Vice President, Strategic Growth. Working with Carson’s M&A and partnership development teams on furthering the firm’s growth, she reports directly to Carson President, Aaron Schaben. “Liz understands advisors and what they need to unleash their full potential,” …

Carson Group, one of the fastest growing financial services firms in the country, announced its integration with Envestnet | MoneyGuide. Foundational-Focused Tools Can Benefit Advisors and Clients Carson Group’s partner advisors now have full access to MoneyGuide’s product suite, including the MyBlocks offering, from within their existing Salesforce and Client Portal experience. MyBlocks is a …

Carson Group, one of the fastest growing financial services firms in the country, announced the newest addition to its leadership team, Gregg H. Johnson as National Sales Director. He brings 15 years of industry executive experience and will lead Carson’s business development strategy and regional sales teams as they continue to build a robust pipeline of growth …

Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage their clients’ retirement plans. The technology ensures all investment decisions fit into their clients’ holistic financial plans by allowing advisors to manage and …

Integrated Wealth Management (IWM), an independent registered investment advisor (RIA) based in Scottsdale, Arizona led by Brent S. Pine, Managing Director, Partner & Wealth Advisor, has chosen to join Carson Partners. Using their more than 60 years of combined investment experience to help clients pursue their financial goals, the ten-person team oversees $370 million in assets, including $310 million managed on a …