OMAHA, Neb., March 19, 2021 /PRNewswire/ — Carson Group, one of the fastest growing financial services firms in the country, today announced a special guest for the 35th edition of its flagship annual conference, Excell 2021. George W. Bush, 43rd President of the United States, will join attendees for an enlightening conversation, “The Challenges Facing Our Nation in the 21st Century and …

Ron Carson’s firm, established in 1983, ranks #135 on the list OMAHA, NEB., March 16, 2021 – Carson Group is excited to announce that it has been ranked #135 on the 2021 Inc. 5000 Regionals: Midwest list, the most prestigious ranking of the fastest-growing private companies in Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, …

Don’t get stuck on the road you’re on if it won’t move you closer to your goals. This happy hour is designed for advisors who are planning how to best position their firm for the future. During this on-demand webinar, we explore: • What advisors face today when thinking about a move • Why a …

TheTechnology should make our lives and our clients’ lives easier – especially when it comes to tax planning. Whether the prep work takes you 5 minutes or 5 hours, what matters most to clients is the conversation that comes next. Let’s focus on what matters. During this on-demand webinar, we’re joined by our partners at …

PORTLAND, Ore., Feb. 24, 2021 – Price Financial Group, an independent investment and wealth management firm in Beaverton and Portland, OR, is excited to announce their alignment with Carson Partners. Bo Caldwell, CEO and Wealth Manager as well as Matt Mai, CIO and Wealth Manager, along with their entire team, made the decision to further strengthen their movement in financial …

Done well, passion prospecting is more than an industry buzzword. Generally, passion prospecting is taking something you’re passionate about, then planning an event or joining a community to network with clients, prospects, referrals and any other guests or members who may also be interested in working with you. The key to passion prospecting is picking …

  Are We a Fit for Your Firm? As you explore partnership, you should understand what types of firms work best in our ecosystem – both in the transition phase and the years after. Learn what we look for in partners, including culture, assets under management, compliance record and more in our “Find Out if …

Scottsdale, Arizona – February 8, 2021 – Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced its decision to join the Carson Partners network. The firm is led by Senior Wealth Advisor, Kevin P. Lane, who founded Lane Brothers & Co. …

We’ve said goodbye to 2020, but we haven’t said goodbye to the challenges that the last year introduced to the financial services industry. As we continue to adjust, are you prepared to navigate the start of 2021 and answer client questions? During this on-demand webinar, Scott Kubie, Senior Investment Strategist at Carson Group, and Patrick …

The political system has consequences for your clients’ finances, especially their retirement. With many crucial programs like Social Security, Medicare, and Medicaid experiencing funding issues, reform could be on the way – and the new Biden administration will impact the direction of that reform. Savings vehicles like the 401(k) and tax plans will also potentially …