Business Management
Future of the Profession: Q&A with Ryan Detrick and Burt White
After 6½ years at the largest broker-dealer in the country, Ryan Detrick has joined Carson Group to serve as Chief Market Strategist alongside his former colleague Burt White. What led Ryan to leave the broker-dealer world behind and join Burt to be part of Carson’s mission to be the most trusted in financial advice? You …
Carson Group
August 4, 2022
The Feedback Framework: The Critical Importance of Feedback
Think back on your career. If you’re anything like me, you might have a painful memory or two about feedback that was given to you in a less-than-constructive way. Feedback is critically important to our career growth, and if you had that similar experience, it’s likely you want to learn to give and get feedback …
Carson Group
August 3, 2022
Ryan Detrick: Making Sense of the Markets in Times of Turmoil
Ryan Detrick’s experience with the stock market goes back to 1999, during the dot-com boom – and subsequent bubble burst. “It was really fun, and everybody’s making money,” Ryan says. “… Then everything crashed.” But Ryan learned some valuable lessons from that crash, including that in times of market turmoil, not everyone stands to lose. …
Jamie Hopkins
August 2, 2022
Danielle Andrus: The Inside Scoop at the Journal of Financial Planning
For more than 40 years, the award-winning Journal of Financial Planning has helped financial planners support clients and build their practices. Topics include the latest academic research – such as evaluating the link between marital status and risk tolerance – to the practical – such as why it may be a good idea for clients …
Jamie Hopkins
July 25, 2022
Kamila Elliott: Diversity Will Build a Stronger Profession
Education is the key to a successful retirement, and Kamila Elliott, CFP®, CEO and founder of Collective Wealth Partners in Atlanta, is on a mission to spread the word to diverse communities. As the first African-American woman to serve in the prominent board chair role for the CFP, she aims to increase diversity in the …
Jamie Hopkins
July 18, 2022
7 Reasons Excell 2022 is a Can’t-Miss Conference
There are countless reasons for you and your team to attend Excell 2022 – from inspiring speakers to the networking opportunities to the Las Vegas setting. Whatever you’re looking to get out of Excell, you’ll find it September 13-15. But if you’re still on the fence about joining in all the fun at this year’s …
Carson Group
July 13, 2022
Diego A. Verdugo: Paying It Forward Yields Personal Dividends
Lifelong learning is the key to success, a philosophy Diego A. Verdugo embraced as a kid and carries on to this day. As Director of the Knowledge Hub for Principal Global Investors, he spends much of his professional career helping advisors amplify their businesses. Growing up in a family that struggled to make ends meet …
Jamie Hopkins
July 11, 2022
What Successful Financial Advisors Do When Market Volatility Strikes
After market volatility strikes, some advisors will be sitting on a stack of referrals. Business is up. Others will be crawling out from under their desk and catching their breath. Where do you fall along the spectrum? And how do you tilt the scales toward growth during a downturn or, if you’re already operating out …
Carson Group
July 8, 2022
5 Questions You Must Answer to Make the Right Decisions in Life and Business
What should I do? This is the question most of us start with when we want to figure out our next move in life and business. Unfortunately, it’s not the best place to start. To get yourself to the best possible decision, here are the five powerful questions you need to ask and answer: 1. …
Carson Group
July 6, 2022
Dr. Howard Liu: Reconnecting for Better Mental Health
Dr. Howard Liu has had a front-row seat to the mental health impacts of the pandemic through his work as a child psychiatrist and Chair of the University of Nebraska Medical Center (UNMC) Department of Psychiatry. He argues that one of the most critical factors to improving mental health is reconnecting with one another as …
Jamie Hopkins
July 5, 2022
Anthony Zhang: Turning Challenge into Opportunity
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, but Anthony claims the wine market did not follow this trajectory. It was on its own path. Two years later, Vinovest has more than 10,000 investors …
Jamie Hopkins
June 27, 2022
Dr. Richard Thaler: The Psychology Driving Our Money Decisions
Why do we make the decisions we do when it comes to money? In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, behavioral economist Dr. Richard H. Thaler takes listeners on a journey through the psychology of decision-making. Winner of the Nobel Memorial Prize in Economic Sciences, Richard is also co-author of the …
Jamie Hopkins
June 24, 2022