Scott Wood

Vice President, Coaching Growth Programs

About Scott

Scott has been in the financial services industry since 1989. He spent over 20 years working in business development and consulting for a broker/dealer before coming to Carson Group in 2011. “My experience in this industry has shown me the most successful financial advisors love building relationships with clients and they have a passion for helping people address what matters most to them – it might be their family, a retirement they can enjoy instead of worry about or supporting a charity or societal need. That’s a noble pursuit because it makes a difference.”

He has extensive experience in coaching and training advisors in areas including strategic prospecting, time management and communicating value. Blueprinting is critical to Scott, as a coach. “When advisors have clarity about what they want to build – the vision they have for their business and life – and why they want to, it naturally leads to establishing goals that measure progress towards that vision. Then, we can identify daily activity that supports the goals and drives toward the vision. It all works together”.

Leadership is also an area he feels strongly about. “There are plenty of good asset- gatherers in the industry. But to separate yourself from the pack and go to the next level, you have to invest time as the CEO and leader of your organization. Culture has a huge impact on success”.

He earned his Bachelor of Science in Business Administration with an emphasis in Marketing from the University of Nebraska – Kearney. In his personal time, Scott loves being with his family at his kids’ sports events or other activities, watching a movie together, or relaxing on a beautiful beach. He’s a big fan of Husker football, enjoys coaching youth baseball and is also an active member of his Christian community. Scott and his wife, Beth, have three wonderful children – daughter Joree and sons Cameron and Sam.

Latest Blog Posts

Blog Practice Management

Are You Sure You Need a Business Coach?

Posted on October 20, 2021
As someone who has coached and consulted in the financial services industry for more than 25 years, I feel equipped to address this question. And, yes, I’m laying on the…

Blog Practice Management

3 Mental Hurdles Advisors Need To Clear To Reach Their Potential

Posted on December 16, 2020
You want to. You need to. But you can’t. For some reason, you can’t make the change in your business that you know you should make. Whether it’s a process…

Blog Practice Management

How a Coach Can Help You Ramp Up Growth

Posted on January 31, 2020
This article is based on the webinar “How a Coach Can Help You Ramp Up Growth For Your Advisory Firm.” To watch the webinar in its entirety, fill out the…

Blog Practice Management

Mapping Out Clear Career Paths so Your Team Will Be Happy, Efficient and Effective

Posted on July 24, 2019
It’s inevitable in every industry. Your favorite employee leaves for one reason or another. Yet managers who’ve been “once bitten, twice shy” often find themselves overly cautious when seeking a…
Load More

Contact Us

Have a general question or comment? Submit this form and we’ll be in touch soon.