Carson Group
The Essential Guide to Financial Advisor Marketing
A career in financial advice can be incredibly gratifying as you help your clients work toward the vision they have for the future. While direct client interaction is most advisors’ favorite part of their role, the truth is your business will only continue to thrive if it keeps growing – and that comes down to …
Carson Group
June 8, 2022
Partnership Sneak Peek: Navigating Clients Through Market Volatility
Burt White Whenever market volatility strikes – as it always does – it seems to suck up all the air in the room. Clients are uneasy. They’re eyeing the news and their portfolios. They’re dialing your office or shooting off an email. “What does this mean? Should I be concerned?” What if you could …
Carson Group
June 1, 2022
Turn Your Excell Visit into a Vacation
Excell 2022 falls right in the middle of the week – Tuesday to Thursday – so why not take advantage of the fact that you’ll be in Las Vegas and make a vacation of it? There’s plenty to do before, during and after Excell, whether you’re with your spouse, your family, your team or on …
Carson Group
May 25, 2022
Q2 2022: Quarterly Market Outlook
Though the global and U.S. economies have rebounded from the lows they faced at the height of the COVID-19 pandemic, there’s still plenty of uncertainty as we head into the second quarter of 2022. How will Russia’s invasion of Ukraine – and accompanying sanctions – affect the global economy? What actions will the Federal Reserve …
Carson Group
April 25, 2022
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