Insights

All Webinars

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

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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?

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Webinars

Are you guided by Anchors or Engines?

December 6, 2017

Join Ron Carson and Scott Ford as they discuss research findings on what is helping advisors grow and what is holding them back. If you want to maximize value in your firm — whether that’s firm growth, client experience, actual firm valuation, or something else — engine thinking is the mindset you need. In this Executive-level discussion for financial advisors, we cover:

  • What 3 things are high-growth advisors doing right?
  • What is holding other advisors back from growing?
  • What can do you do about it?

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Webinars

Financial Advisor Advisory Council Insights

November 20, 2017

Ron Carson and Paul West discuss findings from the most recent Advisory Council session conducted for Carson Wealth Management Group. If you want to maximize value in your firm you need to put your client experience front and center. In this Executive Summary discussion for financial advisors, we’ll cover:

  • What do clients want most from the client experience with their financial advisor?
  • What is most important to investors?
  • What are financial advisors doing right?
  • What could financial advisors do better?

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Webinars

Quarterly Market Outlook – Q4 2017

October 9, 2017

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

Digital Client Experience Demo Webinar

September 14, 2017

An overview of what it takes for advisors today to grow their business while maintaining autonomy, owning all clients & data, steering innovation and joining a thriving community of advisors.

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Webinars

Quarterly Market Outlook – Q3 2017

June 20, 2017

Join Scott Kubie, Senior Investment Strategist on the Carson Institutional Investment Committee, for a mid-year 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

Marketing Planning for Financial Advisors

December 14, 2016

More than 90% of advisors say they get new leads from referrals, yet 70% of advisors have no formal marketing plan for gaining client referrals. Join us to learn two easy things you can do to make your business undeniably referable! Don’t miss this opportunity to start your 2017 marketing with these two simple steps. Join us for our upcoming webinar Marketing Planning for Financial Advisors: Implementing an Actionable Marketing Plan to Grow Your Business

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Webinars

Delivering a Personalized Client Investment Experience

October 26, 2016

As a provider of services, rather than tangible products, the client investment experience matters. It matters a lot. The experience your prospects and clients have with your advisory service can impact whether they decide to become (or remain) a client, whether they are likely to refer you and how they interact with your firm in the future. Join us for our upcoming webinar Ordinary to Extraordinary: Delivering a Personalized Client Investment Experience

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