Dr. Jen Welter: Leveling the Playing Field for Women

Posted on October 25, 2021
In today’s episode of Framework, Carson’s Jamie Hopkins and guest host Brodrick Lothringer talk with Dr. Jennifer Welter, first female coach in the National Football League and founder of the…
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Marketing & Business Development

Toss the Idea of Vacation and Embrace`Busy with Balance’

By: Ron Carson
When I first started my business, my wife Jeanie and I would usually schedule a week of vacation to have fun with the kids. I’d work my tail off to…

Are You Asking the Right Questions?

By: Andrew Rogers
As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be easy…
Marketing & Business Development

The Entrepreneurial Power of Potential

By: Aaron Schaben
POTENTIAL. It is something that we all wake up with every day. We are given the choice of reaching for it, or letting it waste away. It has been said…
Marketing & Business Development

4 Reasons why Financial Advisors need a Marketing Plan

By: Carson Group
Frequently we hear from financial advisors that they are more comfortable on the “left brain” numbers side of the business than on the “right brain” more subjective-feeling marketing and sales…
Practice Management

10 Tricks for Maximizing Technology Efficiency in Your Practice

By: Quin Kilgore
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend 8 (or more) hours on…

Process Makes Perfect: Optimize Your Financial Advisory Practice

By: Carson Group
Growing up as the youngest of eight kids in a military family, I knew how to follow orders...from everybody. Orders came from my parents, my five older sisters, my two older…
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