Business Management
What Deal Headlines Don’t Tell You: The Hidden Math that Multiplies Your Enterprise Value, or Holds You Back
Pull up a chair. We’re about to show you what’s really behind those mind-bending deal headlines. Social media taught us that comparing your life to someone else’s highlight reel is a negative-sum game. Deal headlines work the same way. Seemingly, every week brings another eye-catching transaction: 12x EBITDA here, $50 million valuation there. Even if …
Carson Group
April 1, 2026
The Hidden Value Drivers: What Helps Move the Needle
One Carson partner once wrote seven numbers on a single sheet of paper: organic growth rate, client retention, average client age, revenue mix, EBITDA margins, team depth, and household size. Below each, he listed targets for one year, five years, and ten years. He kept that sheet visible on his desk. Every strategic decision came …
Carson Group
January 15, 2026
Top Women Financial Advisors Reveal 5 Career-Changing Lessons
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 …
Carson Group
October 2, 2025
Planning with Pride: How Advisors Can Better Serve the LGBTQ+ Community
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 …
Carson Group
June 5, 2025
Flip the Script: How Sponsors Can Increase Representation of Women in Wealth Management
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 …
Ana Trujillo Limon
April 30, 2025
The Sum of Five: The Levels of Building Your Mentor Network
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 …
Ana Trujillo Limon
April 28, 2025
The Importance of Focusing on Women and the Next Generation in Client Segmentation
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 …
Greg Opitz
April 26, 2025
Doing the Work of a Powerhouse: The Way Forward for Women in Financial Services According to Lazetta Rainey Braxton
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 …
Ana Trujillo Limon
March 29, 2025
The Case for a Diverse Workplace as a Business Driver
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 …
Lisa Toppin
March 28, 2025
Culture is Queen: The Case of the Queen Bees, Bros and Old Boys
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 …
Ana Trujillo Limon
March 27, 2025
The Two Pillars to Preventing Your Clients from Leaving
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 …
Tammy Breitenbach
March 11, 2025
Embracing ‘Unreasonable Hospitality’ for an Amazing Client Experience
“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 …
Carson Group
February 11, 2025