Insights Business Management

Burt White   Whenever market volatility strikes – as it always does – it seems to suck up all the air in the room. Clients are uneasy. They’re eyeing the news and their portfolios. They’re dialing your office or shooting off an email. “What does this mean? Should I be concerned?” What if you could …

Whether we realize it or not, our lived experience is the biggest driver for how we manage money. Saundra D. Davis, financial coach, educator and motivational speaker, founded nonprofit Sage Financial Solutions to bridge the gap between financial services and low-wealth communities and help people understand the “why” behind their financial decisions. Saundra’s own lived …

Excell 2022 falls right in the middle of the week – Tuesday to Thursday – so why not take advantage of the fact that you’ll be in Las Vegas and make a vacation of it? There’s plenty to do before, during and after Excell, whether you’re with your spouse, your family, your team or on …

What would it look like if financial advisors adopted a group approach to coaching? It’s a question Certified Financial Planner and newly minted entrepreneur Diana G. Yáñez is exploring with her new business, All the Colors. She is building on a well-proven premise: The fastest way to build a new habit is to join a …

Student loan forgiveness is a hot topic, but not a new one. Neither is the idea of free college. Many people with young kids think they don’t need to bother saving for college because it will be free by the time their kids go. That’s probably a mistake, says Ann Garcia, Partner with Independent Progressive …

What would the world be like if kids graduated high school understanding how money works and how to take control of their personal finances? It’s a question Lorne Jenkins, CEO and founder of Mini Money Management, is trying to answer with his microlearning financial literacy lessons and workshops for students. Lorne’s path to entrepreneurship and …

Louis Barajas is on a mission to break down cultural and socioeconomic barriers to ensure the CFP industry reflects – and serves – the entire population. It’s a journey he started 30 years ago. As one of the country’s first Latino Certified Financial Planners, he chose to start his firm, Business Management LAB, in the East L.A. …

Ranked one of the world’s best pound-for-pound boxers, Terence “Bud” Crawford was born to fight. His father, grandfather and an uncle were all amateur boxers. The late, great boxing coach Midge Minor saw 7-year-old Terence getting into fights in the neighborhood and took him under his wing and into the gym. That’s where Terence learned …

Whatever you’re looking to gain from attending Excell 2022, you won’t have trouble finding it.  You can find inspiration from our lineup of keynote speakers, insight into where our industry is headed, actionable takeaways and deep dives from our breakout sessions and plenty of networking opportunities with our 1,500-plus attendees.  Considering all the industry conferences …

New Managing Director and Chief Strategy Officer at Carson Group Tune into our on-demand webinar to hear from Carson Group’s Managing Director, Chief Strategy Officer, Burt White. During this event, Burt will share what drew him to Carson and why he’s more excited than ever about the future of independent financial advisors. Burt is highly …

Carson Group is redefining how the financial advice industry thinks and talks about wealth. Helping to shape this evolution is new joiner Burt White, a longtime advocate for independent advisors with years of experience in the financial services space.  “As an organization, as a profession, we have an opportunity to try to get behind the …