Insights Business Management

Back in the days when Carson’s Dr. Julie Ragatz, VP, Advisor Growth Strategy, was working alongside Kristi Rodriguez at Nationwide, she did research on the perceptions students at HBCUs and Black advisors had about working in the financial services industry. That research sparked a passion in her, and she found that there was a need …

Our VP of Coaching & Consulting, Sarah M. Cain, recently had a tooth extraction. She was nervous and had a lot of anxiety going into the procedure. But the oral surgeon she found to do the procedure made it a positive experience—from the pre- to the post-op. “Everyone there made me feel so comfortable,” Cain …

I can’t stand realistic goals. I can’t stand them because who decides what “realistic” actually is? Who is the person who comes down and tells you, “You know what’s realistic for you?” Who gets to make that decision? Most of us set “realistic” goals based on things we’ve heard from other people or what we’ve …

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 …

Generative AI is increasingly being used by knowledge workers—like financial advisors. In a recent episode of Facts vs Feelings, Carson’s Chief Strategy Officer Dani Fava noted that 78% of knowledge workers are using AI at work, and up to 50% of those are “smuggling” it in, meaning they don’t have their employer’s approval. Increasingly, we’re …

Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want to work with others like you. And West notes that he likes working with small business owners for many reasons, the first being that they are …

When it comes to prospecting for new clients, many financial advisors are drawn to the flashiest new ideas to help them grow their business, whether that’s sending personalized video messages to prospects or hoping to go viral by trying out the latest TikTok trend. But some of the most successful advisors I’ve worked with have …

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. No matter your role at your firm or what stage you’re at in your career, Excell has something for you. And Excell wouldn’t be what it is without the support of our sponsors. Here are the sponsors for this year’s …

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. And our breakout sessions will dive into several topics critical to your firm’s growth. No matter your role at your firm or what stage you’re at in your career, Excell has something for you. Here’s a look at the breakout …

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …