Insights

All Webinars

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. Continue reading

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: Continue reading

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. Continue reading

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? Continue reading

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. Continue reading

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: Continue reading

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? Continue reading

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. Continue reading

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. Continue reading