Business Management
Unleashing the Economic and Social Potential of Diversity with Joelle Martinez
Latinos are still underrepresented in leadership roles, despite the fact that diversity and inclusion drive real progress in businesses. As financial leaders, how do we address this issue? In today’s episode, Ana talks with Joelle Martinez, President, and CEO of Latino Leadership Institute. For more than seven years, Joelle has been with LLI promoting …
Jamie Hopkins
June 7, 2024
Strategies from Partner Summit to Better Serve Your Clients and Reach Prospects
Keeping a financial advisory firm running smoothly takes an entire team, and everyone has a role to play in creating a smooth client experience. At this year’s Partner Summit, breakout sessions focused on the role Carson plays in helping advisors better serve clients with complex portfolios, how to develop client marketing and CX strategies that …
Carson Group
June 6, 2024
The Power of Coaching: How Carson Helped One Advisor Reach His ‘Next Level’
Twenty years ago, Joel Worsfold felt like he had hit his ceiling as a financial advisor. “I needed help to get to that next level, and I didn’t know how to do it on my own,” Joel says. In addition to feeling like his financial advisor growth had stalled, Joel sometimes also felt like he …
Carson Group
June 5, 2024
Strategies from Partner Summit to Step Up Your Operations Support
Support from Operations staff can help free up financial advisors to better serve their clients and focus on what matters most. At this year’s Partner Summit, breakout sessions focused on how Operations staffers can help power their firm’s growth through marketing support, aid in planning impactful events and optimize client meetings and more through process …
Carson Group
June 4, 2024
Create an Organization for Best-Fit Stakeholders: Building and Maintaining the Consummate Team
I’ve worked with advisors for more than two decades, helping them close the gap between where they are and where they want to be. For many, nirvana looks a lot like this: a client engagement model that inspires referrals and a consistent growth trajectory based on replicating top clients, all while optimizing the efficient use …
Michael Rose
May 29, 2024
How Carson Coaching Helped One Financial Advisor Build the Blueprint for Success
Joel Worsfold sought out coaching for financial advisors because he was looking for help breaking through his growth ceiling. But an early interaction with his Executive Business Coach after joining Carson Coaching led Joel – now Managing Director, Partner and Wealth Advisor at Carson Wealth in West Des Moines, Iowa – to rethink his entire …
Carson Group
May 24, 2024
Excell 2024: Get to Know Mainstage Speaker Harris III
Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to energize you to reframe your thinking and grow faster. And in the leadup to this year’s event – taking place September 9-11 at the Orlando …
Carson Group
May 15, 2024
A Solid Foundation: Improving Your Personal Development Quotient for Better Business Outcomes
Our Carson Partners recently participated in the Fundamental 50 Challenge led by a combination of our Carson Coaches and Carson Partners Consulting team. Essentially, the challenge is designed to help advisors focus on improving those foundational business activities that lead to growth – things such as passion prospecting, asking for referrals, calling up prospects who …
Carson Group
May 2, 2024
Take Advantage of Early-Bird Pricing for Excell 2024
Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms of the future. And registration for Excell 2024 is now open! Taking place September 9-11 at the Orlando World Center Marriott in Orlando, Florida, Excell will …
Carson Group
April 18, 2024
The Why, What and How of Attracting and Retaining Gen Z Stakeholders
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts the reactions of the different generations being asked to work through lunch. Gen Z: “Uh no. I’m not working through lunch. That’s giving toxic, no work-life …
Carson Group
April 4, 2024
Creating a Remarkable Client Experience: A Guide for Financial Advisors
It seems that every year, more financial advisory firms are setting new standards for what clients can expect to experience when working with them. Whether you’re an individual advisor or you run a larger firm, delivering a remarkable client experience is the key to standing out, in addition to attracting great clients and retaining the …
Carson Group
March 4, 2024
3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make a good first impression with your onboarding process. It’s during this foundational process where you establish the tone for what your client will come to expect …
Carson Group
February 5, 2024