May 8-10, 2024 | Omaha, NE
Agenda
General session will leave you inspired to be a better leader as we build the future of financial services, and breakouts will dive into practice management techniques to help take your firm to the next level.
Schedule subject to change, all times are in central time.
Tuesday, May 7
Pre-Conference Insurance Workshop Sponsored by FIG
This pre-conference session is a two part session. Make sure to register for the session on May 7th and May 8th.
1:30 p.m. Bus Departs from Marriott Downtown to Carson HQ
2:00 p.m. Welcome & Introductions
2:15 p.m. Carson Insurance/Financial Independence Group (FIG) Model
2:45 p.m. Mastering the FIG Portal
3:15 p.m. Break
3:30 p.m. Incorporating Life Insurance into Your Practice
4:30 p.m. Incorporating Long-Term Care into Your Practice
5:30 p.m. Bus Departs Carson HQ to Marriott Downtown
7:00 p.m. Dinner at Spencer's
Wednesday, May 8
New Stakeholder Training Track
The New Partner Stakeholder Training track is designed to educate new stakeholders on the fundamentals of doing business with Carson, our technology offerings, and much more.
7:00 a.m. Bus Departs from Marriott Downtown to Carson HQ
7:30 a.m. Breakfast in Carson Commons
8:00 a.m. Intro to Carson and Your Client Service Team
8:30 a.m. Basic Salesforce Navigation and Contact Management
9:30 a.m. Viewing Financial Account Data
10:15 a.m. Break
10:30 a.m. Trading
11:30 a.m. Building Tour
12:00 p.m. Lunch
1:00 p.m. Client Experience (CX)
1:45 p.m. Bus Departs from Carson HQ to Marriott Downtown
Pre-Conference Insurance Workshop Sponsored by FIG
This pre-conference session is a two part session. Make sure to register for the session on May 7th and May 8th.
7:00 a.m. Bus Departs from Marriott Downtown to Carson HQ
7:30 a.m. Breakfast in Carson Commons
8:00 a.m. Incorporating Annuities into Your Practice
9:00 a.m. Incorporating Fee Based Annuities into Your Practice
9:45 a.m. Break
10:00 a.m. Policy Review Process
11:00 a.m. Incorporating Property & Casualty into Your Practice
12:00 p.m. Working Lunch - Operational Support/Underwriting/Case Management
1:00 p.m. Closing Remarks, Actionable Takeaways, Next Steps
1:45 p.m. Bus Departs from Carson HQ to Marriott Downtown
Welcome Reception sponsored by Stepstone
Thursday, May 9
5K Run or 1 Mile Walk
Get your day started with a 5K run or a 1 mile walk around the vibrant downtown Omaha. Meet at the large sculpture in front of the CHI Center at 5:25 a.m. to start the run/walk at 5:30 a.m.
Breakfast
General Session
8:30 a.m. New Partner Welcome
8:45 a.m. Fireside Chat with Ron Carson
9:05 a.m. Carson's CEO Burt White
9:30 a.m. Focus on the Fundamentals
10:05 a.m. Investment Research State of the Union
10:25 a.m. Break
10:55 a.m. Accelerate Growth
11:35 a.m. Future Focus
11:50 a.m. Culture of Excellence
Lunch
New Stakeholder Training: Operations Track
This is a dedicated learning track for operational associates to focus on their unique training needs. You will walk away with a base knowledge of Carson and our technology that will help you be more efficient in the office.
1:30 p.m. New Account Opening Process and Completing Paperwork
3:05 p.m. Break
3:20 p.m. Ops Apps for Maintenance
New Stakeholder Training: Advisor Track
This is a dedicated learning track for advisors to focus on their unique training needs. You will walk away with a base knowledge of Carson and our technology that will help you be more efficient in the office.
1:30 p.m. Positioning the Carson Partnership with Clients
2:30 p.m. Advanced Solutions Team Overview
3:00 p.m. Break
3:15 p.m. Prospecting Tools
From Planning to Implementation, Making Advanced Solutions Part of Your Practice
In this session, members of Carson’s Advanced Solutions team will break down the ways they help advisors win back time and serve a wider range of more complex clients, including initial discovery with the advisor and the client; planning opportunities the advisor can implement; client engagement to present the team’s solutions; and implementation of the team’s recommendations.
CEO Lounge
Attention CEOs! We are excited to introduce the new CEO Lounge – a dedicated space crafted exclusively for you! Join us in this open house setting where you can connect with fellow CEOs, inquire, embrace diverse viewpoints and engage with Carson SMEs on leadership inquiries impacting your firm. There's no agenda or presentation; just an open environment fostering small group discussions. We look forward to welcoming you to this unique networking experience.
Supporting Advisors in Firm Growth
One of the most common marketing goals of advisors is to generate leads and grow their business. By leveraging a team approach and various marketing strategies, they can create a plan to accomplish these goals. Hear from fellow operations and client service team members to learn how they support advisors with growth-based goals.
Engaging and Delighting: Innovative Marketing and CX Strategies
In today’s crowded advisor space, client marketing needs to stand out more than ever. This session will cover how to make your marketing leads feel like the main character and, once you convert those leads to clients, how to continue to make them feel empowered to tell their story. Plus, we’ll demo the Modern CX that can further drive your clients’ empowerment and main character energy.
Best Practice Roundtables
The Best Practice Roundtables will be hosted by subject matter experts in the following areas: Charles Schwab, Trading, Salesforce and DocuSign. These will be timed roundtable sessions that will rotate every 10 minutes. SMEs are available for any and all questions on their respective topic, so come prepared with your hard questions!
Strategies for Boosting Referrals and Expanding Wallet Share
This session covers proven referral strategies, including how to generate referrals and how to execute on them. You’ll also learn passion prospecting basics and strategies to expand wallet share with your existing clients, as well as hear success stories from Carson Partners.
Event Pro: Best Practices for Planning, Execution, Follow-Up
Learn best practices for every stage of event management, from meticulous planning to flawless execution to thorough follow-up. Attendees can expect to gain valuable insights, actionable strategies and practical tips to elevate their event planning skills and achieve greater success in organizing memorable and impactful events.
Keynote
Reception sponsored by First Trust
Get ready for a roaring good time! Join us tonight at 7 PM for fun at Omaha's Henry Doorly Zoo! Please remember to bring your badge. Buses will be outside of your hotel at 6:30 PM.
Friday, May 10
Breakfast
New Stakeholder Training: Advisor Track
This is a dedicated learning track for advisors to focus on their unique training needs. You will walk away with a base knowledge of Carson and our technology that will help you be more efficient in the office.
9:00 a.m. Investments and the Digital Allocation Tool
10:00 a.m. Marketing Overview
10:35 a.m. Break
11:00 a.m. Gameplan and Proven Process Resources
New Stakeholder Training: Operations Track
This is a dedicated learning track for operational associates to focus on their unique training needs. You will walk away with a base knowledge of Carson and our technology that will help you be more efficient in the office.
9:00 a.m. Task and Workflow Management Tools
10:00 a.m. Operational Reporting
10:35 a.m. Break
11:00 a.m. Gameplan and Proven Process Resources
Facts vs Feelings Live with Special Guest Jeremy Siegel
In this live episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by economist Jeremy Siegel, author of “Stocks for the Long Run.” They’ll dive into factors impacting the markets and the economy today compared to their impact on the past, how the past and present come together for long-term success and more.
Processes Create Freedom: Optimizing your Operational Team
This session will demonstrate how to systematize your firm and build a process-based business, which can not only enhance the client experience but also provide freedom to the stakeholders in your firm to feel confident and focus on the growth of the firm. We will be looking at key areas and provide actionable steps for evaluating, creating and improving your internal processes.
Best Practice Roundtables
The Best Practice Roundtables will be hosted by subject matter experts in the following areas: Fidelity, CX/CX Onboarding, Billing and Supervision. These will be timed roundtable sessions that will rotate every 10 minutes. SMEs are available for any and all questions on their respective topic, so come prepared with your hard questions!
Future of Finance: Taking the Scenic Route
It can be overwhelming for advisors to keep up with all the parts of the rapidly changing financial landscape, and it can be easy to lose sight of what matters, what can wait and what you’re missing. But it’s important to keep in mind that advisors’ value to their clients hasn’t changed – it’s still about connecting with people and nurturing those relationships. This session is designed to help you slow down, understand what matters most and find which pieces are most important to you and the advice you deliver.
Break
New Carson Paperwork Experience
We are excited to showcase Carson’s new Paperwork Experience. We will demo the experience live to highlight the experience’s new features and functionality.
Leverage Your Wealth Platform
By taking full advantage of the flexibility Carson’s wealth platform offers, we’ve helped advisors expand their offerings to better serve clients through financial, insurance, investment and tax planning. Carson's VP, Asset Allocation Strategist, Barry Gilbert will sit down with some of our Partners to dive into the ways Carson’s wealth platform has helped them better serve their clients’ needs.
Grab-and-Go Lunch
Questions?
We’re here to help!
