Carson Group
AI is Unraveling the Structures of Life: Accelerating Drug Development
Artificial intelligence is making its mark across various sectors, providing tangible use cases that showcase its potential. From ChatGPT assisting in writing code and school essays to DALL-E generating images based on user prompts, AI’s capabilities are becoming increasingly evident in everyday applications. Apple’s recent announcement about integrating Apple Intelligence (AI) throughout its ecosystem promises …
Carson Group
July 1, 2024
Lessons Learned: Reigniting Growth by Focusing on the Fundamentals
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 …
Carson Group
June 27, 2024
How Mentoring Led Me to Financial Services and Made a Pit Stop Permanent
Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today – or even in this industry – without mentoring. My journey is a bit unique in that mentoring itself brought me to the profession. But it …
Carson Group
June 22, 2024
The Tools for Success: How Carson Helped One Advisor Level Up His Client Experience
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 …
Carson Group
June 21, 2024
Apple AI Push: A Look at iOS 18’s Top 5 Features
Each year in June, Apple hosts its weeklong Worldwide Developers Conference (WWDC), showcasing its newest hardware and an ever-growing list of software and services. While every year is significant, the details of how Apple plans to integrate Artificial Intelligence (AI) into its ecosystem made this year’s conference especially important. Investors were bullish on the update …
Carson Group
June 17, 2024
Insights into Investments from Partner Summit
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 …
Carson Group
June 13, 2024
Advisors Face A Diversity Problem
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 …
Carson Group
June 11, 2024
Strategies from Partner Summit to Better Serve Your Clients and Reach Prospects
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 …
Carson Group
June 6, 2024
The Power of Coaching: How Carson Helped One Advisor Reach His ‘Next Level’
Twenty years ago, Joel Worsfold felt like he had hit his ceiling as a financial advisor. “I needed help to get to that next level, and I didn’t know how to do it on my own,” Joel says. In addition to feeling like his financial advisor growth had stalled, Joel sometimes also felt like he …
Carson Group
June 5, 2024
Strategies from Partner Summit to Step Up Your Operations Support
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 …
Carson Group
June 4, 2024