Carson Group
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
Save the Date for Our Midyear Outlook Webinar
The stock market is off to a strong start in 2024, with the Dow Jones Industrial Average crossing 40,000 for the first time. The economic backdrop has helped too, thanks to a healthy employment picture. But even with those tailwinds, questions about the economy and the markets remain as we head into the second half …
Carson Group
July 10, 2024
Global Defense Spending Soars Amid Rising Tensions with China and the Middle East
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 …
Carson Group
July 8, 2024
Being Prepared for the Unexpected: What to Consider in Building a Key Person Continuity Plan
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 …
Carson Group
July 2, 2024
A Different Kind of Growth: How Carson Helped One Partner Go from Advisor to CEO
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 …
Carson Group
July 2, 2024