Articles authored by Carson Group

Your team is the most important thing when it comes to delivering a solid client experience. You can have the best tech in the world, but when it comes to providing the ideal client experience, you’ll need to rely on your team to do that. You’re likely not starting your team from scratch. But you …

After three days of insights and networking at Excell 2023, you should head home feeling motivated, inspired, challenged and ready to make an impact. But the Excell experience is about so much more than the presentations on the mainstage or the informative breakout sessions. It’s also about the sensory experience – the sights and sounds …

Email marketing for financial advisors is a powerful way to engage with clients and prospects. By leveraging the benefits of email marketing, financial advisors can stay top of mind, provide valuable content and foster trust – ultimately driving business growth. However, a successful strategy entails more than just writing down your thoughts and hitting “send.” …

Excell has a new home in 2023, and with it comes the opportunity to explore a new city. Excell falls in the middle of the week – Tuesday to Thursday – so why not stretch out your stay in Nashville and make a vacation out of it? There’s plenty to do before, during and after …

Carson Investment Research recently published our 8 Principles of Equities.  Now it’s time to dive a bit deeper into our 3rd Principle – Reward takes Risk.  At the surface, this seems obvious.  Stocks are volatile, and investors need to be compensated for that added risk compared to other asset classes.  We touched upon this with …

Advisors are turning to the Hybrid RIA business model more rapidly than any other in financial services. Why? You’re in search of freedom. But there’s a problem. In search of freedom, you’ve put on too many hats. You’ve run yourself ragged trying to build and manage your tech stack, act as a chief compliance officer, …

Whether you’re looking to take the next step in your career, run your business more efficiently or learn more about how Carson can help you grow your firm, Excell is the premier practice management conference for growth-focused financial advisors like you. You can find inspiration from our lineup of keynote speakers and Carson SMEs, insight …

Social media provides the perfect platform to help financial advisors connect with current and prospective clients. With a powerful social presence, you can engage with clients in meaningful ways that create visibility for your firm. This year can be an incredible year of growth for you and your business. And with the right approach to …

 If you’re establishing or growing your practice as a financial advisor, you’ve likely heard that gearing your services toward a specific client base can accelerate your growth. Indeed, niches can offer several significant benefits, like helping you build connections and trust with clients. Niches for financial advisors are virtually unlimited. They can include clients …

2023 has gotten off to a strong start for investors, with stocks bouncing back and inflation continuing to ease. But there have also been some bumpy periods that have rattled the markets, including the recent collapse of Silicon Valley Bank. With the first quarter behind us, what does the rest of 2023 have in store? …