Jerome on the Ropes
In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist dive into the recent controversy surrounding Federal Reserve Chair Jerome Powell, exploring potential political pressures, the Fed’s massive headquarters renovation project, and the broader implications for monetary policy and the economy if there were to be a …
Midyear Market Outlook ’25
In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, provide a midyear market review and outlook for 2025. Reflecting on major surprises in the first half of the year, including unexpected tariff announcements and subsequent reversals, they analyze market performance in the first half of the …
It’s Getting Hot in Here
In the latest Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss recent Middle East tensions involving the U.S. and Iran, the surprisingly minimal market reaction despite high geopolitical stakes, and insights into historical parallels and fiscal spending impacts on stock markets. They also cover recent criticisms of …
Business Management
Navigating Women’s Financial Challenges with Debra Taylor
With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework Podcast episode featuring Debra Taylor, where we explore how intentional connections with women can lead to better client retention and satisfaction. In this episode, Ana Trujillo …
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy
Is traditional behavioral finance missing the mark? Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that goes beyond client-centric advice to a human-centric model. Rather than “fixing” biases, Brian emphasizes tapping into clients’ real motivations and strengths. He shares how advisors can …
Empowering Women in Wealth and Unpacking the Trends in Investment with Jessica Golson & Erin Wood
Want to learn how female entrepreneurs are reshaping the investment landscape? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group. They explore the dynamics of trends …
100 Tasks Every Advisor Should Delegate
Find out what tasks you can hand off to free up your time and empower your team.
Marketing
Tamsen Butler: Crafting Compelling Stories
Creating content can seem daunting, even for industry experts like yourself. But whether you’re preparing for a speaking event, writing a blog post, or recording your first podcast episode, what you have to share matters more than how you deliver it. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Tamsen …
Minna Shada: Consumer Marketing for Advisors
Are you looking to learn about effective consumer marketing in the financial industry? Today, we look behind the scenes with Ana Trujillo Limón, Director, Coaching and Advisor Content, and Minna Shada, Senior Vice President of Consumer Marketing. Minna talks about her marketing journey since 2013, her pivotal role in partner office marketing, and the innovative …
Kalli Fedusenko: Financial Advisor Marketing
Elevate your financial advisory practice with strategic marketing – it’s not just about attracting new clients, but about showcasing your knowledge, amplifying your visibility, and positioning yourself as a trusted advisor, building credibility. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, ring in the new year with …
The Financial Advisor's Guide to Effective Marketing
Effective advisor marketing in the digital age requires a strategy that fits your firm.
Staying on Top of SEC Marketing Rule Changes
Learn how to stay in compliance with SEC rules when using client testimonials and reviews.
Technology
Peter Lazaroff: Embracing Artificial Intelligence
Artificial intelligence is revolutionizing financial advisory. How will AI impact investors’ portfolios? This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Peter Lazaroff, Chief Investment Officer at Plancorp, LLC, about the impact of AI on financial planning, and the importance of diversification in investment portfolios. …
Building a Top-of-the-Line Tech Stack
An accessible, user-friendly tech stack is crucial to delivering the best client experience.
Investments
Jerome on the Ropes
In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist dive into the recent controversy surrounding Federal Reserve Chair Jerome Powell, exploring potential political pressures, the Fed’s massive headquarters renovation project, and the broader implications for monetary policy and the economy if there were to be a …
Midyear Market Outlook ’25
In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, provide a midyear market review and outlook for 2025. Reflecting on major surprises in the first half of the year, including unexpected tariff announcements and subsequent reversals, they analyze market performance in the first half of the …
It’s Getting Hot in Here
In the latest Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss recent Middle East tensions involving the U.S. and Iran, the surprisingly minimal market reaction despite high geopolitical stakes, and insights into historical parallels and fiscal spending impacts on stock markets. They also cover recent criticisms of …
Midyear Market Outlook '25: Uncharted Waters
Take a deep dive into 2025's potentially stormy waters to see a clearer picture into what the next six months may hold in store.
Financial Planning
Navigating Women’s Financial Challenges with Debra Taylor
With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework Podcast episode featuring Debra Taylor, where we explore how intentional connections with women can lead to better client retention and satisfaction. In this episode, Ana Trujillo …
Empowering Women in Wealth Management with Dr. Julie Ragatz
This week on Framework, we address how sponsorship and inclusion can empower women in wealth management. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and co-host JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs at Carson …
Breaking Barriers in Finance with Sheryl Hickerson
Today on Framework, we explore pathways for women in finance, mentorship, and the strength of having allies. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and guest co-host, JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Sheryl Hickerson, Founder and Chief Engagement Officer at Females and Finance …
How SECURE 2.0 Act Shifts the Retirement Planning Landscape
Stay on top of the shifting retirement planning picture.
M&A
Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions
What’s new in the mergers and acquisitions space? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, speaks with Gregg Johnson, National Sales Director, and Michael Belluomini, Vice President, Mergers and Acquisitions. Together, they explore the intricate world of mergers and acquisitions, sharing profound insights into the unmatched advantages of partnering with …
The Essentials of Succession Planning for Financial Advisors
Learn how to choose a successor and find the true value of your firm.
Get Expert Market Insights
The Carson Investment Research weekly newsletter offers up-to-date market news and analysis that could help you serve as a better guide for your clients. Subscribe today!
"*" indicates required fields