How Carson Coaching Helped One Financial Advisor Build the Blueprint for Success 

Joel Worsfold sought out coaching for financial advisors because he was looking for help breaking through his growth ceiling. But an early interaction with his Executive Business Coach after joining Carson Coaching led Joel – now Managing Director, Partner and Wealth Advisor at Carson Wealth in West Des Moines, Iowa – to rethink his entire …

Greg Opitz: EQ in Financial Planning

How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly impact your success as a financial advisor and enrich your personal life. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Greg …

Excell 2024: Get to Know Mainstage Speaker Harris III

Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to energize you to reframe your thinking and grow faster. And in the leadup to this year’s event – taking place September 9-11 at the Orlando …

Dr. Ana María López Caldwell: Empower Your Career with Authenticity

Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and Coach, about the pivotal role of authenticity, inclusion, and executive business coaching. They explore firsthand accounts of navigating challenges, leveraging personal experiences for growth, and the …

A Solid Foundation: Improving Your Personal Development Quotient for Better Business Outcomes

Our Carson Partners recently participated in the Fundamental 50 Challenge led by a combination of our Carson Coaches and Carson Partners Consulting team. Essentially, the challenge is designed to help advisors focus on improving those foundational business activities that lead to growth – things such as passion prospecting, asking for referrals, calling up prospects who …

Take Advantage of Early-Bird Pricing for Excell 2024

Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms of the future. And registration for Excell 2024 is now open! Taking place September 9-11 at the Orlando World Center Marriott in Orlando, Florida, Excell will …

Jessica Flynn: Attracting & Retaining Next-Gen Talent

What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding on Jessica’s journey from a …

The Why, What and How of Attracting and Retaining Gen Z Stakeholders

Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts the reactions of the different generations being asked to work through lunch. Gen Z: “Uh no. I’m not working through lunch. That’s giving toxic, no work-life …

Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z

Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson’s next-gen professionals, Jalen Blackmon, Associate, Partnership Developmentat Carson Group, Jabin Moore, Associate Private Client Manager at Carson Wealth, and …

Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women’s Financial Challenges

With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework Podcast episode featuring Debra Taylor, where we explore how intentional connections with women can lead to better client retention and satisfaction.  In this episode, Ana Trujillo …

A Full Circle Moment: From Power Lunch to Fearless Girl

Remember sick days when you were little? You’d stay home from school and scroll through the TV Guide to find something to watch. Most kids would watch The Price is Right. But one day when I was home sick, I scrolled through the TV Guide and found this thing called Power Lunch. It was a …

100 Tasks Every Advisor Should Delegate

100 Tasks Every Advisor Should Delegate

Find out what tasks you can hand off to free up your time and empower your team. Download Now

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