Tanner Butler is part of a six-month rotational internship with Carson. The internship was established through a partnership with Carson and the Heider College of Business at Creighton University, focusing on providing students a full picture of the financial services profession. Tanner, a financial analysis and business intelligence & analytics major, will spend six weeks working in four areas of our business. This column outlines his fourth rotation: Carson Wealth. Previously he served in marketing, business development, and investments.
Coming into the final rotation of my internship at Carson, I was excited to see how everything I had learned made a difference in the lives of the people and families we serve – through our financial advisors. I had seen how we created our brand and mission to be the most trusted for financial advice, I heard how we spoke to advisors about the value beyond a doubt we provide, and I dove deep into the investment strategies we use to help people accomplish their goals. But ultimately, I wanted to see how all of this would translate to the client.
To experience this service firsthand, I spent time within each part of the Carson Wealth team. I helped the business development team prepare Carson Wealth client events, shadowed the relationship managers and operations team to learn the details of managing a client’s money, – and the importance of maintaining that relationship. I quickly began to understand how wealth advisors provide true value: through relationships. One of the events I helped manage was the Pinnacle Bank Championship Golf Tournament, a Korn Ferry Tour event held in Omaha. This was a great opportunity for the advisors at Carson Wealth to connect with their current clients and build new relationships. (And I was quite happy to get outside, enjoy some golf and interact with clients, too.) The excitement of our clients to see and spend time with their advisor stuck out to me.
These are genuine relationships that go beyond just one person helping another manage their money. Working with Carson Wealth also allowed me to learn a wide array of tactics families are using to reach their goals. Whether that was assessing their tax implications, setting up a trust or differentiating between life insurance, all of these planning tactics play into the overall goals of each client. Each client’s strategy is designed to help them achieve their own version of true wealth. That is, all that money can’t buy and death can’t take away. We – like most advisors strive to do – provide value to families by making the complex simple.
The inspiration of putting the client first is what builds the Client Experience and adds to value-added services that we offer. Experiencing for myself how comforted families are to know that their advisor is focused on helping them was the best experience for me. I now better understand the impact a financial advisor has on the world – and how I get to play a small role in that.
You want a better experience using Client View, so you can easily see what clients are seeing to better serve them. You also want to be able to manually add non-linked accounts to your clients’ dashboards, and bring in outside accounts without having to contact the service team.