Carson Group
How AI is Leveling the Playing Field for Women and Minorities in the Workforce
In recent years, Artificial Intelligence (AI) emerged as a transformative force across various industries. Its potential to drive efficiency, innovation, and economic growth is widely recognized. However, beyond these advantages, AI is also playing a crucial role in leveling the playing field for workers, particularly for women and minorities. This technology is breaking down traditional …
Carson Group
August 19, 2024
Excell 2024: Get to Know Mainstage Speaker Wendy De La Rosa
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …
Carson Group
August 19, 2024
Excell 2024: Take a Deep Dive into Your Favorite Topic with Our Breakout Sessions
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. And our breakout sessions will dive into several topics critical to your firm’s growth. No matter your role at your firm or what stage you’re at in your career, Excell has something for you. Here’s a look at the breakout …
Carson Group
August 12, 2024
Under the Hood: Earnings from Consumer Facing Companies
As macroeconomic data points to a resilient yet slowing economy, corporate earnings updates are reinforcing this narrative, especially in consumer-oriented businesses. The first quarter revealed a more selective consumer, with shoppers trading down; as Walmart noted, wealthier customers were increasingly seeking value, evidenced by fancier cars in their parking lots. Initially, it was believed that …
Carson Group
August 12, 2024
Top 5 Ways Financial Advisors are Using AI Today
It’s funny, despite the extraordinary level of investment in AI, use cases may appear limited at first glance. There are a few game-changing examples or “killer apps” to highlight. However, its influence is subtly growing across various aspects of our daily routines. From refining search results in Google, assisting with email composition in Outlook, analyzing …
Carson Group
August 9, 2024
Excell 2024: Get to Know Mainstage Speaker Kyle Scheele
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …
Carson Group
August 2, 2024
The Ted Lasso Factor: The Power of Believing and Other Necessary Sales Skills for G2 Advisors
If you’re a Ted Lasso fan, you’re familiar with the bright yellow sign above his office reading “Believe” in blue ink. With that sign, Ted Lasso taught us the core sales skill: believe. So many people want to become great at selling, and they think it’s about the tactics. But the best salespeople believe so …
Carson Group
August 1, 2024
Under the Hood: This Week’s Earnings Overshadowed by the Macro
Earnings continue to roll in, though they’ve had little impact to the market’s narrative thus far. The focus has been on the resurgence of small caps (see Chief Market Strategist Ryan Detrick’s blog here), and my, what a week it has been. While we do expect the earnings reports of the large technology companies to …
Carson Group
July 23, 2024
Excell 2024: Get to Know Mainstage Speaker Liz Bohannon
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …
Carson Group
July 17, 2024
Under the Hood: Q2 2024 Earnings Kickoff – JP Morgan, Wells Fargo, and Citigroup
As we kickoff the second quarter earnings season, the market sentiment is characterized by cautious optimism. The impressive 16% year-to-date gain in the market has left investors tempering their expectations for the back half of the year, preparing for potential volatility. Concerns about market concentration and other emerging issues are balanced by the excitement surrounding …
Carson Group
July 15, 2024