Insights

ADVISOR TO CEO: BECOME A LEADER TO DRIVE GROWTH

September 13, 2018

Join Scott Wood to see how working ON your business, instead of working IN your business can lead to growth.

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Advisor Webinar: Compliance

August 23, 2018

Join CEO Ron Carson and and CCO Dan Tobin of Carson Group, along with Bryan Hill of RIA Compliance Consultants, to hear what every advisor needs to know right now about compliance. Continue reading

Talking Tech: Avoiding Information Overload

August 9, 2018 – 3:00 p.m. Central

Join Ben Mathis to see how leveraging technology can lead to growth for your business.

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Webinar: The Battle for Big Data: What Advisors Can Learn From Netflix & Amazon

August 1, 2018

Soon, clients will demand from you the same instant satisfaction and seamless experience they get from every other daily interaction with brands like Netflix and Amazon. Continue reading

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. Continue reading

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: Continue reading

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. Continue reading

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: Continue reading

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. Continue reading