Articles authored by Carson Group

I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a two-week break from meetings where he focused on business development. And while surge meetings can be great for some advisors, you absolutely need to have the …

As an advisor, your time is best spent on activities that grow your practice and use your core skills, like networking, meeting with clients and handling their financial planning. However, running a practice also involves considerable back-office, non-client-facing work such as the onboarding of new accounts, tracking and handling compliance requirements, and managing scheduling and …

This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report. In early 2022, my colleague Julie Ragatz, Ph.D., and I embarked on a research journey together. Our goal? Dive into the experience of women working in wealth management to uncover the barriers to entering and …

The new year brings fresh hopes for investors and the markets, but also the threat of a recession, lingering worries about inflation and other uncertainties. Is the market volatility of 2022 behind us? Is inflation finally under control? What else should advisors be prepared for? Join Carson’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, …

“It’s not what you said, it’s how you said it.” Have you ever been on the receiving end of this statement? I certainly have. And it’s a reminder that there’s much more to effective communication than just the words we say. The Corporate Finance Institute notes that effective communication can help you in all aspects …

Advisors are wearing too many hats. And in many cases, they make their team members wear too many hats, too. But there’s a way to do less, elevate your practice and delegate so you can take off some of those hats: tap into the gig economy. Investopedia says the gig economy is based on flexible …

How do the midterm election results impact financial planning and the markets? From tax policy to market response, we cover it all during our webinar, “Markets and Policy Post-Midterm,” hosted by Carson’s Ryan Detrick, Chief Market Strategist, and Jamie Hopkins, Managing Partner of Wealth Solutions. They cover: • How the election results may impact the …

Ron Carson, founder & CEO of Carson Group, and Jamie Hopkins, managing partner of wealth solutions, will release their latest book, “Find your Freedom: Financial Planning for a Life on Purpose” on November 22.

Time management is a skill that we all need – but it isn’t one that we all have. An entire team that uses their time effectively can be the difference between a thriving, growing firm and one that struggles. Time is our only finite resource, so we need to use it well! This applies to …

Industry leaders Carson Group, Fidelity Institutional®, Financial Independence Group and Mariner Wealth Advisors announced the finalists for the first-ever Excell REPRESENT Women in Wealth Management Awards.