Sarah M. Cain

ACC, CBC, CPC
Vice President, Coaching & Consulting

About Sarah

Sarah is passionate about using proven strategies to help business owners create and grow strong businesses that balance purpose and profit.  She challenges successful entrepreneurs to build more sustainable businesses and is a strong advocate for B Corp certification.

Prior to joining Carson Group Coaching in 2016, she spent over a decade at a $750 million hybrid RIA firm in Kansas City, with successive roles, including Chief Operations Officer. Her tenure as COO involved overseeing strategic projects and managing a team of internal stakeholders in the areas of technology, client service, financial planning, and back-office roles such as trading and new business coordination. Her key accomplishments at the firm include managing the launch and ensuing growth of the independent RIA; overseeing the implementation of new technology platforms including CRM, financial planning, client portal, and PAS software systems; and developing a national training business for financial advisors.

Sarah earned her Bachelor’s degree in Finance from Washburn University and continued her financial education by completing the CFP Certification Professional Education program through the College for Financial Planning. She has designations as an Associate Certified Coach through the International Coaching Federation (ICF), Certified Professional Coach, and Certified Business Coach. She also has a Certificate in Corporate Social Responsibility through the University of Colorado, Leeds School of Business

Sarah and her husband, Brandon, live in Kansas City with their four-legged children. Away from work, she enjoys spending time with her friends and family (including her amazing niece and nephews), exploring the outdoors, and training Muay Thai.

Specialty Areas

  • Team Performance
  • Business Sustainability
  • RIA Setup & Operations

Experience

  • Certified Business Coach
  • Associate Certified Coach through the International Coaching Federation (ICF)
  • Formerly Chief Operations Officer of a large wealth management firm

Education

  • Bachelor’s in Business Administration – Finance from Washburn University
  • Completed CFP Certification Professional Education program through the College for Financial Planning
  • Credentialed Coach Program through InviteChange
  • Certificate in Corporate Social Responsibility from the Leeds School of Business at University of Colorado

Latest Blog Posts

Blog Coaching

Why Everyone Needs a Coach

Posted on May 12, 2021
Do you have a coach? Athletes have coaches. Musicians have coaches. Leaders have coaches. Surgeons have coaches. Heck, even gardeners have coaches! When you start to look, you’ll find that…

Blog Coaching

How Business Leaders Can Repay the Pandemic ‘Debt’ to Their Teams And Address Burnout

Posted on April 21, 2021
My husband works for a large company in the technology space. As I was chatting with him last night, it occurred to me that while there might have been a…

Blog Coaching

How to Set Goals for 2021 During a Pandemic

Posted on December 23, 2020
We are reaching that point in the year when many of us start thinking about our personal and professional goals for the upcoming year. But goal-setting for 2021 isn’t like…

Blog Practice Management

How Advisors Can Support Working Parents With Back-to-School During COVID-19

Posted on August 5, 2020
By Sarah Cain, VP of Coaching, and Kelsey Ruwe, Chief of Staff Firm leaders, many of your team members are stressed right now, and it’s only going to get worse…
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