Insights Business Management

Retirement income planning is not a one-size-fits-all endeavor. Yet many advisors fail to use all of the tools available to them as they plan the best version of their clients’ retirement years, says Robert (Bob) Powell, an award-winning financial journalist who is widely known as “Mr. Retirement.” In today’s episode of Carson Group and PIMCO’s …

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 …

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 …

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. …

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 …

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 …

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 …

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 …

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 …

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. …

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 …