Carson Group
Unprecedented Collaboration Launched to Take on the Underrepresentation of Women in Financial Advice
Women make up more than half of the U.S. population, but only 20% of financial advisors. The underrepresentation of women in wealth management has plagued the industry for decades, and while there’s been a lot of talk, little has changed.
Carson Group
October 20, 2022
How to Use Webinars in Content Marketing for Financial Advisors
There are ample reasons why webinars should be part of a financial advisor’s content marketing strategy – the convenience, the efficiency, the brand-building, to name a few. A successful, well-thought-out webinar has the power to transform your business. Clients and prospects can click a link and have direct access to your expertise. No waiting around, …
Carson Group
October 19, 2022
Employee Benefits that can Give Your Firm the Competitive Advantage
Competition is fierce right now in attracting and retaining top talent. Gone are the days of the onus being on job candidates to impress you – in this job market, you must also impress the candidates. And good total compensation packages – salary, basic benefits, bonuses and commissions – aren’t going to impress them …
Carson Group
October 18, 2022
Content Marketing for Financial Advisors: How to Generate Leads with Your Blog
When you think about content marketing for financial advisors, one of the first things that springs to mind is blogging. Blogs can be a valuable tool to help you to demonstrate industry knowledge and establish your credibility; educate investors and build trust; attract and generate leads; and increase website traffic. But those upsides don’t automatically …
Carson Group
August 19, 2022
5 Questions You Must Answer to Build Your Personal Brand
Your personal brand follows you everywhere you go. If you want to grow your business faster with clients you enjoy spending time with, then you must intentionally build your personal brand. If you’re reading this, you likely already believe your personal brand is important. So instead of trying to convince you that you need to …
Carson Group
August 17, 2022
Carson Group Recognized on the 2022 Inc. 5000 List For the 5th Time
Carson Group, announced that it has once again been recognized on annual Inc. 5000 list, one of the most prestigious rankings of the fastest-growing private companies in America. The list represents a one-of-a-kind look some of the most successful companies within the economy’s most dynamic segment – independent businesses.
Carson Group
August 16, 2022
The Essential Guide to a Financial Advisor Tech Stack
Today’s investor is reaping the benefits of digital transformation in their personal and business life. Increasingly, they expect their financial advisor to leverage the latest digital tools, too, and use them to provide a seamless experience. That’s where your financial advisor tech stack comes in. By integrating your financial advisor tech stack into your firm …
Carson Group
August 12, 2022
Future of the Profession: Q&A with Ryan Detrick and Burt White
After 6½ years at the largest broker-dealer in the country, Ryan Detrick has joined Carson Group to serve as Chief Market Strategist alongside his former colleague Burt White. What led Ryan to leave the broker-dealer world behind and join Burt to be part of Carson’s mission to be the most trusted in financial advice? You …
Carson Group
August 4, 2022
The Feedback Framework: The Critical Importance of Feedback
Think back on your career. If you’re anything like me, you might have a painful memory or two about feedback that was given to you in a less-than-constructive way. Feedback is critically important to our career growth, and if you had that similar experience, it’s likely you want to learn to give and get feedback …
Carson Group
August 3, 2022
What Makes the Excell Experience a Different Financial Advisor Conference?
Excell isn’t like every other financial advisor conference. It’s more than an event. It’s an experience centered on community. We’re not content to just fill the conference agenda with breakout sessions and call it good – we work to make sure our sessions cover every aspect of the advisor space (not to mention a few …
Carson Group
July 28, 2022