Carson Group
What Type of Advisors Should Attend Excell 2022?
Whatever you’re looking to gain from attending Excell 2022, you won’t have trouble finding it. You can find inspiration from our lineup of keynote speakers, insight into where our industry is headed, actionable takeaways and deep dives from our breakout sessions and plenty of networking opportunities with our 1,500-plus attendees. Considering all the industry conferences …
Carson Group
April 22, 2022
Position Yourself as a Trusted Voice Through Content
It might be shocking to learn that one of the most recognizable names in financial services is still the late Bernie Madoff. So you could say we have a trust problem in our industry. Even though the 2021 Edelman Trust Barometer found that trust in financial services increased during the height of the COVID-19 pandemic, …
Carson Group
April 20, 2022
Q&A with Burt White
New Managing Director and Chief Strategy Officer at Carson Group Tune into our on-demand webinar to hear from Carson Group’s Managing Director, Chief Strategy Officer, Burt White. During this event, Burt will share what drew him to Carson and why he’s more excited than ever about the future of independent financial advisors. Burt is highly …
Carson Group
April 20, 2022
Carson Group Hires Burt White as Managing Partner, Chief Strategy Officer
White will join Carson’s executive leadership team and fill a seat on Carson’s Board Omaha, NE, April 5, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, has hired Burt White as Managing Partner and Chief Strategy Officer. White will join Carson’s Executive Board, helping steer the company’s strategic focus …
Carson Group
April 5, 2022
Carson Group Recognized on Inc. Magazine’s List of the Midwest Region’s Fastest-Growing Private Companies
Inc. magazine announced that Carson Group is No. 118 on its third annual Inc. 5000 Regionals Midwest list, the most prestigious ranking of the fastest-growing private companies based in Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, North Dakota, Nebraska, Ohio, South Dakota, and Wisconsin. Born of the annual Inc. 5000 franchise, this regional list represents …
Carson Group
March 16, 2022
Not Going Back to the Old Normal: Better Manage Remote Stakeholders
It’s a seller’s market for employees right now, and they have the upper hand. But firms that offer a flexible schedule can also have an upper hand in attracting talent. Depending on which source is referenced, between 30% and 60% of workers said they would choose to leave their job for a role that allowed …
Carson Group
March 16, 2022
Carson Coaching Named FPA’s Official Coaching Partner
First-of-its-kind partnership aims to help financial planners grow their practices faster and run them more successfully. DENVER (March 8, 2022) – Today, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planner™ professionals, announced a strategic partnership that makes Carson Coaching its official coaching partner.
Carson Group
March 8, 2022
Abby Wambach, Lauren Simmons and Tucker Bryant to headline the 2022 Excell Conference
37th edition of the conference is expected to draw more than 1,500 attendees Omaha, Neb. – March 7, 2022 – Recognized as one of the best conferences for financial advisors1, Excell 2022 announced this year’s stellar lineup of speakers that includes soccer legend Abby Wambach, the Wolfette of Wall Street Lauren Simmons, former Google storyteller Tucker …
Carson Group
March 7, 2022
The Power of a Team in Place to Provide Support, Resources and Community
Businessman Jim Rohn is quoted as saying, “You are the average of the five people you spend the most time with.” Arguably, the people you spend most of your time with are your teammates – your employees, managers, partners at your firm, vendors, strategic partners, centers of influence, coaches, mentors, study groups and accountability partners. …
Carson Group
March 2, 2022
Join the R/evolution at Excell 2022
Excell is returning to Las Vegas for its 37th edition in 2022, but it won’t be the same Excell you’ve seen before. The financial services industry is rapidly evolving, and we want to help you evolve with it. We want you to be a part of the R/evolution. Registration for Excell is open now, and …
Carson Group
March 1, 2022