Business Management
From the Mailroom to the Corner Office: 5 Lessons from Franklin Templeton’s Jenny Johnson to Enrich Financial Services
Once, Franklin Templeton CEO Jenny Johnson’s CEO update to the board of directors included a slide depicting where Johnson thought the business was going and leading indicators for what next year might look like. After she finished her report, one board member said, “That was a great slide that Matt presented.” Here Johnson was, the …
Ana Trujillo Limon
January 20, 2025
‘A Problem that Calls Out to Be Solved’: Why We Should Focus on Eliminating Barriers for Women in Wealth 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 …
Ana Trujillo Limon
January 18, 2025
6 Steps to Upgrade Your Firm’s Client Experience
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 …
Tammy Breitenbach
January 7, 2025
The 6-Step Goal Setting Framework: Forget Realistic, Go Big in 2025
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 …
Carson Group
December 4, 2024
A Full Circle Moment: From Power Lunch to Fearless Girl
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 …
jgolson
November 13, 2024
Delegation FTW: Using AI for Routine Communication Tasks
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 Group
November 6, 2024
Go Fish: Find and Become a Valued Advisor to Business Owners
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 …
Greg Opitz
October 2, 2024
Mixing Business and Pleasure: How Passion Prospecting Can Help Boost Your Growth Efforts
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 …
Carson Group
September 4, 2024
Excell 2024: Meet the Sponsors for This Year’s Event
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 …
Carson Group
August 26, 2024
Excell 2024: Get to Know Mainstage Speaker Wendy De La Rosa
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 …
Carson Group
August 19, 2024
Excell 2024: Take a Deep Dive into Your Favorite Topic with Our Breakout Sessions
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 …
Carson Group
August 12, 2024
Excell 2024: Get to Know Mainstage Speaker Kyle Scheele
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 …
Carson Group
August 2, 2024