Articles authored by Carson Group

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 …

Keeping a financial advisory firm running smoothly takes an entire team, and everyone has a role to play in creating a smooth client experience. At this year’s Partner Summit, breakout sessions focused on the role Carson plays in helping advisors better serve clients with complex portfolios, how to develop client marketing and CX strategies that …

Twenty years ago, Joel Worsfold felt like he had hit his ceiling as a financial advisor.  “I needed help to get to that next level, and I didn’t know how to do it on my own,” Joel says. In addition to feeling like his financial advisor growth had stalled, Joel sometimes also felt like he …

Support from Operations staff can help free up financial advisors to better serve their clients and focus on what matters most. At this year’s Partner Summit, breakout sessions focused on how Operations staffers can help power their firm’s growth through marketing support, aid in planning impactful events and optimize client meetings and more through process …

“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” – Peter Lynch, Magellan Fund Manager The first quarter earnings season brought mostly positive news for investors, including the fastest earnings growth in five of the last six quarters. Many companies have seemingly recovered from pandemic-induced turmoil, …