Turn Change into Opportunity: Find Growth, Service and a Vision for Your Future
Sometimes you can choose to make a major change for your business, and sometimes it’s forced on you. But before you just sign on the dotted line, do your due diligence – what’s best for your firm and your clients? Join Ron Carson, CEO and founder of Carson Group, as he meets with three of …
Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania
DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that it is joining the Carson Wealth brand. Managing $200 million in assets, Strategic Wealth was established in 2006 and primarily serves mid- to late-career executives …
Exploring Model Portfolios
Financial advisors who want to capture the evolution of the wealth management industry are keying in on model portfolios, a growing area of interest. And as China’s economic presence grows, it’s increasingly important for investors to account for China in their portfolios. Join Carson and KraneShares for an on-demand webinar to explore model portfolios and …
What Will Advisor Marketing Look Like in 2021?
Now is the prime time to put your firm’s value on center stage. Effective marketing can make that happen. Jud Mackrill, Chief Marketing Officer at Carson Group, shares his insights during a virtual happy hour: “What Will Advisor Marketing Look Like in 2021?” During this on-demand event, Jud talks about: Opportunities to market your brand …
The Two Sides to Growth: Inorganic vs. Organic
As we near the end of the year, some advisors might scramble to cross off something from their to-do lists. The coronavirus pandemic sidetracked plans for 2020 – especially growth-related goals. After a downward trend in mergers and acquisitions activity earlier this year, the number of deals are increasing, according to Jason Carver, Vice President of …
The Intersection of Wealth Management and Housing Wealth
Wealth management, practice management and housing wealth are three topics that dovetail – and sometimes collide – with each other in the life of every advisor. It’s important for the advisor-CEO to know how to speak all three fluently. As fiduciaries, we need to focus on home comprehensive planning and incorporate home equity into our …
Investment Roundtable: What to Watch in the Markets
What are investment experts doing in the face of the first bear market in over a decade? Carson Group Chief Investment Officer Saumen Chattopadhyay sat down with six of our investment partners to talk about the current market conditions, provide an outlook on market indicators, plus discuss the macroeconomic perspective. The panel features experts from: …
CARES Act Summarized
A Look at the Major Provisions of the Coronavirus Aid, Relief, and Economic Security Act As the stock market hit its lowest returns since the 2008 Financial Crisis, the government has stepped in in an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in …
The Top Ways for Advisors to Provide Value to Clients
Download the Top Ways for Advisors to Provide Value to Clients You know you provide value to your clients – but do they? Demonstrating your value to clients helps them feel more confident and secure in you and in their financial decisions. Learn what services you should highlight and how clients feel about compensation and …
Answers to Advisor Questions About the SECURE Act
The SECURE Act changed retirement planning within the industry, and left a lot of us sprinting to learn the new policies, communicate with our clients and shift our advice to help our clients reach their retirement financial goals. Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, and Director of Retirement Research at Carson, received …