Articles authored by Carson Group

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …

The stock market is off to a strong start in 2024, with the Dow Jones Industrial Average crossing 40,000 for the first time. The economic backdrop has helped too, thanks to a healthy employment picture. But even with those tailwinds, questions about the economy and the markets remain as we head into the second half …

Joel Worsfold partnered with Carson because he was looking for a more streamlined client experience, a better tech stack than his broker-dealer offered, practice management tools for dealing with his more complex clients’ financial plans and improved advisor operations for behind-the-scenes support. With Carson in his corner, Joel’s business was growing faster than it ever …

When it comes to growth for financial advisors, podcasts, books and becoming an influencer might be tempting, but the basics are the real magic ingredient. Find out how our Fundamental 50 Challenge participants reignited growth by focusing on the basics. Hosted by Sarah Cain, VP, Coaching and Consulting, and Bobby Steinau, VP, Business Consulting, this …

As a Carson Coaching member, Joel Worsfold reached new levels of success as a financial advisor. He was named a “Premier Advisor” at his broker-dealer from 2012-2018, and was named one of the nation’s top 1,200 State-by-State advisors in 2018 by Barron’s. But just as he had joined Carson Coaching, Joel started to feel again …

Keeping up with the markets and investment strategies can be a challenge for any advisor, but it’s easier when you can leverage the help and resources of a partner like Carson. At this year’s Partner Summit, breakout sessions focused on the current state of the economy and the markets, what the future of financial advice …

The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial advisory profession. This lack of diversity isn’t a mystery. In fact, it’s well known – both in perception and reality. Although we are currently in the middle …

Keeping a financial advisory firm running smoothly takes an entire team, and everyone has a role to play in creating a smooth client experience. At this year’s Partner Summit, breakout sessions focused on the role Carson plays in helping advisors better serve clients with complex portfolios, how to develop client marketing and CX strategies that …

Support from Operations staff can help free up financial advisors to better serve their clients and focus on what matters most. At this year’s Partner Summit, breakout sessions focused on how Operations staffers can help power their firm’s growth through marketing support, aid in planning impactful events and optimize client meetings and more through process …

Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to energize you to reframe your thinking and grow faster. And in the leadup to this year’s event – taking place September 9-11 at the Orlando …