Dive into an insightful conversation with Denise Sprung, marketing director at Mitlin Financial. Discover why authenticity is the key to building trust in the financial services industry, innovative marketing strategies that stand out, and how consistency can elevate your social media game. Learn actionable tips to connect meaningfully with clients while staying true to your …
Join Ana Trujillo Limon as she interviews Alana Macy about her journey into the industry, how she has built her name through media interviews and local events, and her advice to other women entering the industry. Topics of Discussion: 💡 Alana’s journey into the industry 💡 Why she decided to pursue an MBA 💡 How …
Carson’s Dani Fava, Chief Strategy Officer, joins Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the outlook for strategic M&A. Topics of Discussion: How will bigger RIA aggregators like Creative, Mercer, Mariner or even Carson approach strategic M&A? Will we see custodians doing M&A? Where will …
Join us live as we chat with Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion, about the angle of the 2024 State of Women in Wealth Management research. Topics of Discussion: 💡 What we’re hoping to uncover in the 2024 research 💡 Why we chose to go a new direction 💡 How women …
Rob Madore, Vice President at MarshBerry, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the key value drivers that most buyers look for when making an investment. Topics of Discussion: Consolidation in the wealth management industry How Rob and MarshBerry consult with and prepare …
Join us live from the SER Summit for Latin@s in FinServ as we interview Lacy Garcia founder and CEO of Willow. Topics of Discussion: Discuss Lacy’s journey into the industry How she came to found Willow Her take on our State of Women in Wealth Management Research Why it’s important to serve women and how …
Goal of the Live stream is to walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Nate Fisher to discuss his path to partnering with Carson and the ultimate goal of taking over the family business. This week we are coming to …
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice to women in the industry, and her proudest accomplishments. We’ll also dive into what’s new at Stone Ridge. Topics of Discussion: Discuss Yan’s career journey: she …
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and what brought her to Carson. Topics of Discussion: – Quick overview of Lisa’s background and journey to Carson – Dive into what her role is here …
This event brings together Latin@ advisors to share innovative ideas and add value to each other. Attendees will find support in each other as they each come across and overcome obstacles in their personal career journey.