Business Management
The Ted Lasso Factor: The Power of Believing and Other Necessary Sales Skills for G2 Advisors
If you’re a Ted Lasso fan, you’re familiar with the bright yellow sign above his office reading “Believe” in blue ink. With that sign, Ted Lasso taught us the core sales skill: believe. So many people want to become great at selling, and they think it’s about the tactics. But the best salespeople believe so …
Carson Group
August 1, 2024
Excell 2024: Get to Know Mainstage Speaker Liz Bohannon
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
July 17, 2024
Being Prepared for the Unexpected: What to Consider in Building a Key Person Continuity Plan
I once knew an advisor who went out of state on vacation. She had an accident so severe it required several rounds of surgery. She was unable to come home for some time. While she had a small staff, she was the only advisor, and there wasn’t anyone else licensed to serve as a backup …
Carson Group
July 2, 2024
A Different Kind of Growth: How Carson Helped One Partner Go from Advisor to CEO
Joel Worsfold partnered with Carson because he was looking for a more streamlined client experience, a better tech stack than his broker-dealer offered, practice management tools for dealing with his more complex clients’ financial plans and improved advisor operations for behind-the-scenes support. With Carson in his corner, Joel’s business was growing faster than it ever …
Carson Group
July 2, 2024
Lessons Learned: Reigniting Growth by Focusing on the Fundamentals
When it comes to growth for financial advisors, podcasts, books and becoming an influencer might be tempting, but the basics are the real magic ingredient. Find out how our Fundamental 50 Challenge participants reignited growth by focusing on the basics. Hosted by Sarah Cain, VP, Coaching and Consulting, and Bobby Steinau, VP, Business Consulting, this …
Carson Group
June 27, 2024
How Mentoring Led Me to Financial Services and Made a Pit Stop Permanent
Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today – or even in this industry – without mentoring. My journey is a bit unique in that mentoring itself brought me to the profession. But it …
Carson Group
June 22, 2024
The Tools for Success: How Carson Helped One Advisor Level Up His Client Experience
As a Carson Coaching member, Joel Worsfold reached new levels of success as a financial advisor. He was named a “Premier Advisor” at his broker-dealer from 2012-2018, and was named one of the nation’s top 1,200 State-by-State advisors in 2018 by Barron’s. But just as he had joined Carson Coaching, Joel started to feel again …
Carson Group
June 21, 2024
Insights into Investments from Partner Summit
Keeping up with the markets and investment strategies can be a challenge for any advisor, but it’s easier when you can leverage the help and resources of a partner like Carson. At this year’s Partner Summit, breakout sessions focused on the current state of the economy and the markets, what the future of financial advice …
Carson Group
June 13, 2024
Advisors Face A Diversity Problem
The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial advisory profession. This lack of diversity isn’t a mystery. In fact, it’s well known – both in perception and reality. Although we are currently in the middle …
Carson Group
June 11, 2024
Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything in between. She now cooks for clients in their homes and works to pass on her love of vegetables to others. Though she didn’t realize it …
Jamie Hopkins
June 10, 2024
Why Diversity and Inclusion Matter with Theodora Lau
In today’s episode of Framework, Jamie talks with Theodora Lau, Founder of Unconventional Ventures. Theodora is a public speaker, writer, and advisor who sparks innovation and drives difficult conversations about discrimination across different industries. With her experience in IT and financial services, Theodora is also keen on helping financial institutions, entrepreneurs, startups, and venture capitalists …
Jamie Hopkins
June 9, 2024
Delivering Business Results Through Diversity and Inclusion with Nzinga Shaw
In today’s episode of Framework, Jamie and Ana talk with Nzinga Shaw, Vice President for Human Resources at Edelman. Nzinga is one of the strongest voices around diversity and inclusion. She is focused on helping diversity leaders utilize their skill sets to drive company growth. Additionally, Nzinga also became the first Chief Diversity and Inclusion …
Jamie Hopkins
June 8, 2024