Insights

All Webinars

Webinars

Webinar: Simplify to Move the Needle With Your Marketing

July 12, 2018

Building a brand that investors inherently trust is not as easy as it once was. With more exposure to new services, more ways to educate and evaluate options, and less time to make decisions, attracting new clients has become as much of a science as it is an art.

In this webinar, Melissa Mroczek, Vice President of Advisor Marketing for Carson Group, and Joe Steuter, Vice President of Marketing Communication for Carson Group, share:

  • What potential clients are looking for from their advisor and, more importantly,
  • How firms can eliminate the complexity of their marketing plan
  • Which three needle-moving activities to drive more conversions
  • A simple marketing action plan that drives better ROI and reduces ADD (Advisor Distraction Disorder)

View webinar recording

Webinars

Webinar: Quarterly Market Outlook – Q3 2018

July 9, 2018

Scott Kubie, Chief Investment Officer for Carson Group, and Tyler Schlumpf, Senior Portfolio Strategist, present a mid-year outlook on the markets. Scott and Tyler will share an assessment of:

  • Macroeconomic trends
  • Fundamental insights on the equity markets
  • Risk analysis & investor sentiment
  • The single most important thing that every advisor should be watching right now

View webinar recording

Webinars

Webinar: Human Capital & Hiring

June 28, 2018

What are the key attributes of strong, high-functioning teams? How does company culture impact growth, productivity and performance? Join thought leader Kelsey Ruwe, Vice President of Talent for Carson Group, to learn more about the incredible impact that human capital and culture has on your business. In this webinar, Kelsey will cover:

  • A dialogue and definition of what “culture” is – and isn’t
  • The key attributes of what makes a strong culture and what makes a culture weak
  • Examples of some of the things we’ve done at Carson Group (and ideas from other member firms) on ways we strengthened our culture
  • A few tips, tools, and takeaways to turn a culture around (or define it for the first time)

View webinar recording

Webinars

Webinar: Investors & Fear of Missing Out

June 7, 2018

Investor behavior impacts portfolio performance almost more than any other single element. Join thought leaders Scott Kubie, Chief Investment Officer for Carson Group, and Professor Laura Beal, of the University of Nebraska at Omaha, to discuss:

  • What does behavior have to do with the market ups and downs of 2017 & 2018?
  • What behavior biases affect investors the most?
  • How is the younger generation of investors different from other investors?
  • How does FOMO affect investors?
  • How can advisors help clients avoid the FOMO affect?

View webinar recording

Webinars

Webinar: Evaluating Partners: What Got You Here, Won’t Get You There

May 10, 2018

In the complex environment that financial advisors are currently navigating, adaptability quotient is the key to future success. Understanding that what got your business to where it is today is not likely to get you to where you need to go tomorrow is a fundamental truth. Join Carson Group thought leaders, Founder & CEO Ron Carson and Executive Business Coach Greg Optiz, as they discuss:

  • Why AQ—adaptability quotient—is so important
  • What is needed for your firm to thrive in the future
  • How partnerships will impact (or hinder) your success
  • What to do today, to set up growth and success for tomorrow

View webinar recording

Webinars

Webinar: Growing Your Practice: How To Wrangle The M&A Opportunity

April 19, 2018

M&A is a hot topic right now among advisors who are seeking exponential growth, or looking to exit the business. But how do you know if it’s the right strategy for your firm? Join Carson Group thought leaders, Executive Business Coach Greg Optiz and Vice President of Mergers & Acquisitions Jason Carver, where they’ll answer:

  • What is the market opportunity for M&A?
  • Am I ready for M&A?
  • What do I evaluate in an M&A opportunity?
  • How do I actually do the deal?

View webinar recording

Webinars

LIVE Webcast: Why I Left LPL with Ron Carson

February 28, 2018

Join Barron’s Hall of Fame Advisor Ron Carson for this live event, where he’ll discuss the state of the advisory profession and some of the factors that led to his decision to make a broker dealer change after 28 years with LPL. Plus, Ron will answer your questions at the end of the webinar, so you won’t want to miss this live broadcast!

View webinar recording

Webinars

Quarterly Market Outlook – Q1 2018

January 8, 2018

Scott Kubie, Senior Investment Strategist on the Carson Group Partners Investment Committee, presents a year-end update on the markets. Scott will share an assessment of:

  • Macroeconomic trends
  • Fundamental insights on the equity markets
  • Risk analysis & investor sentiment
  • The single most important thing that every advisor should be watching right now

View webinar recording

Webinars

Are you Sears or are you Amazon? Digital Client Experience Webinar

December 13, 2017

What is your client experience like? Without your involvement, is a consistent experience delivered by every member of your team to every client, 100% of the time? Are you following a Sears model or an Amazon model of innovating and delivering your client experience?

Our partners grow at 26.67% AUM year-over-year, on average. That’s 4 times the average annual growth rate for most advisors in the industry. Wouldn’t you like to grow your firm at nearly 27% AUM year-over-year, while providing a better experience to your clients?

View webinar recording