Insights Business Management

Have you spent years working in a restrictive environment where you felt stymied? You paid your dues—waiting to go independent. You may have felt like you were on an island, trying to do everything alone. The truth is, there are many women financial advisors who can commiserate with you. Carson’s new 2025 State of Women …

By Carson Group, in collaboration with Laura LaTourette, CFP®, Managing Partner, Senior Wealth Advisor, Family Wealth Management Group The LGBTQ+ community in the U.S. represents a significant and growing economic force, with an estimated $1.4 trillion in annual purchasing power – making it one of the most financially influential demographics in the country. Yet despite …

In her more than two decades in the financial services industry, Clara Sierra hasn’t had many sponsors. “I’ve had many, many, many mentors,” said Sierra, who is a senior director at Moody’s Analytics. “But I would say I have only had two sponsors.” As a woman and as an Afro-Latina, sponsors are few and far …

Motivational speaker Jim Rohn is famously quoted as saying: “You are the average of the five people you spend the most time with.” Take a moment and jot down the names of the five people you spend the most time with. Are they people you aspire to be like? Do they have the characteristics you …

Occam’s razor is a principle often ascribed to logician and Franciscan friar William of Ockham. Essentially, it states that in most cases, the simplest option is usually the right option. And Leonardo da Vinci has been quoted as saying, “Simplification is the ultimate sophistication.” So, two of the most brilliant people to ever live on …

You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power goes out, it can be a very daunting feeling,” said Lazetta Rainey Braxton, MBA, CFP, CEO and President of The Real Wealth Coterie, at her Excell …

Workplace diversity is often focused on gender and ethnicity—like achieving balanced representation of men and women or reflecting the demographics of a firm’s local community or customer base. Yet firms that extend this focus to include people with disabilities are discovering additional advantages. Hiring differently-abled employees can foster innovation, enhance customer experience and boost overall …

We still haven’t solved the puzzle of building inclusive cultures. But when organizations are able to develop inclusive cultures where women can thrive, they can be more influential and differentiate themselves in the industry. Our 2023 State of Women in Wealth Management research gave us insight into why culture is so important to women in …

What’s one of the top reasons clients decide to part ways with their financial advisor? If your answer is poor service or experience, you’d be right. According to Morningstar, the number one reason investors fire their advisors is a lack of quality service. It’s not just about wealth management or returns—it’s about delivering an exceptional …

“How are you going to top this experience” is a question Denise Sprung, Marketing Director for Mitlin Financial, frequently hears after events she organizes for clients. She once organized a day at an NHL game for an A-plus client and her family, who are all hockey fans. She also organized an event at a local …

Once, Franklin Templeton CEO Jenny Johnson’s CEO update to the board of directors included a slide depicting where Johnson thought the business was going and leading indicators for what next year might look like. After she finished her report, one board member said, “That was a great slide that Matt presented.” Here Johnson was, the …