Articles authored by Carson Group

Global defense spending has reached a record high of $2.44 trillion as international tensions continue to escalate1. With 56 identified conflicts currently occurring—the most since World War II2—nations are racing to modernize their military capabilities, driving spending to increase at the fastest pace in a decade3. The largest increases in spending have come from Ukraine …

I once knew an advisor who went out of state on vacation. She had an accident so severe it required several rounds of surgery. She was unable to come home for some time. While she had a small staff, she was the only advisor, and there wasn’t anyone else licensed to serve as a backup …

Joel Worsfold partnered with Carson because he was looking for a more streamlined client experience, a better tech stack than his broker-dealer offered, practice management tools for dealing with his more complex clients’ financial plans and improved advisor operations for behind-the-scenes support. With Carson in his corner, Joel’s business was growing faster than it ever …

Artificial intelligence is making its mark across various sectors, providing tangible use cases that showcase its potential. From ChatGPT assisting in writing code and school essays to DALL-E generating images based on user prompts, AI’s capabilities are becoming increasingly evident in everyday applications. Apple’s recent announcement about integrating Apple Intelligence (AI) throughout its ecosystem promises …

When it comes to growth for financial advisors, podcasts, books and becoming an influencer might be tempting, but the basics are the real magic ingredient. Find out how our Fundamental 50 Challenge participants reignited growth by focusing on the basics. Hosted by Sarah Cain, VP, Coaching and Consulting, and Bobby Steinau, VP, Business Consulting, this …

Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today – or even in this industry – without mentoring. My journey is a bit unique in that mentoring itself brought me to the profession. But it …

As a Carson Coaching member, Joel Worsfold reached new levels of success as a financial advisor. He was named a “Premier Advisor” at his broker-dealer from 2012-2018, and was named one of the nation’s top 1,200 State-by-State advisors in 2018 by Barron’s. But just as he had joined Carson Coaching, Joel started to feel again …

Each year in June, Apple hosts its weeklong Worldwide Developers Conference (WWDC), showcasing its newest hardware and an ever-growing list of software and services. While every year is significant, the details of how Apple plans to integrate Artificial Intelligence (AI) into its ecosystem made this year’s conference especially important. Investors were bullish on the update …

Keeping up with the markets and investment strategies can be a challenge for any advisor, but it’s easier when you can leverage the help and resources of a partner like Carson. At this year’s Partner Summit, breakout sessions focused on the current state of the economy and the markets, what the future of financial advice …

The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial advisory profession. This lack of diversity isn’t a mystery. In fact, it’s well known – both in perception and reality. Although we are currently in the middle …