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.

00514011 – 08/27/19

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Three Takeaways From FinCon 2019 (That Aren’t Pens, Shirts or Stress Balls)

By: Sara Hinds
A lot of us are familiar with that post-conference attitude, right? After being out of the office for a couple days, we return to the real world ready to unload the weight of the pens, stress balls and ideas we took away from the conference.  Except I didn’t come back from FinCon 2019 bearing any extra weight. (I did visit the pizza shop down the street from the hotel quite a few times. I’m surprised they never recognized me.) Sure, one of the straps broke on my carry-on bag of conference goodies. But books are heavy and I had paid the bookstore near my hotel a generous visit.  Yes, I did go to the conference – I didn’t just go to Washington D.C. to eat pizza and buy books. I just didn’t come back to work bursting at the seams, and that’s a good thing. Here’s why. FinCon was like peeking behind the curtain of your favorite TV show or movie and not regretting it. Seeing how the meat is made, per se, usually replaces the mystery and romance with disappointment and feelings of underwhelming. FinCon’s tagline – making personal …
Blog

The Only 3 Activities an Advisor-CEO Should Spend Their Time On (and the Top 3 Time-Sucks to Avoid)

By: Michael Rose
Imagine an aspiring Olympic archer who has difficulty selecting the right target. It’s a safe bet that our intrepid sportsman will not make the trip to the next summer games. As an advisor-CEO, you must also identify and aim for your target if you strive for world-class performance. Ask yourself these questions: Which activities should I be performing, and which should be delegated to capable team members who have the capacity and desire to do that work? What narrow range of high-impact tasks are worthy of my time and energy? Which key functions am I uniquely qualified to do, and how can I arrange my team, processes and schedule so I can focus exclusively on them? With those questions in mind, and before we look at the three high-value activities we believe should top your list, let’s take a quick look at the top three time-sucks to which many advisor-CEOs fall victim. Top 3 Time-Sucks for an Advisor-CEO 1. Inbound Email When asked about daily activities that deplete energy and diminish productivity, many advisors admit they get crushed by the wave of inbound email. Note that just like a …
Blog

What Kind of Results Should Advisors Expect from Digital Advertising?

By: Robyn Whalen
You’ve heard us say it before, and you’ll hear us say it again: Digital advertising is an excellent way to boost awareness of your firm and generate leads. Platforms like Facebook and Linkedin, for example, make it easy to reach new audiences and target users that are likely to be interested in your services. Every advisor should utilize digital advertising, but it’s important to have realistic goals and expectations for an ad campaign. Many of us expect immediate, spectacular results right out the gate, and unfortunately in most cases, digital ads aren’t an overnight miracle.  Capturing leads via digital ads is similar to capturing leads through any other type of marketing strategy. It takes time, practice, patience and testing – oh yes, lots and lots of testing. Having unrealistic expectations of how your ads will perform will not only frustrate you, but it could discourage you from ever trying digital advertising again.  Mark Schlipman of Schlipman Wealth Advisors says advisors have a particularly difficult time keeping the long game in mind when it comes to marketing, and it’s a great lesson to keep in mind for advertising, too.  “When …
Blog

Building Key Stakeholder Plans for Team Members You Can’t Live Without

By: Tammy Breitenbach
If you were a coach looking to improve your struggling football team, you’d have two options: Bring in new people Invest in helping your current MVPs get better  Coaches who are trying to improve a team often find that investing in their MVPs gets them a better return on their time and energy than focusing on struggling players. A well-supported MVP has a way of lifting up the whole team, so even less-than-stellar players start improving.  Firm management for financial advisors can be similar. Investing in your MVP stakeholders should be a priority for your time and energy, and you’ll find they lift the whole firm in terms of growth and morale. Self-starting, self-motivated players are worth more than roomfuls of “yes men/women,” and keeping them should be a priority.  Let’s look at what it means to be a “key stakeholder” and how you can make a plan to keep these valuable players on the field and at the top of their game.  3 Qualities of a Key Stakeholder For the love of the game is a popular phrase in sports, and tells us something central about being a …
1 2 3 49