How do the midterm election results impact financial planning and the markets? From tax policy to market response, we cover it all during our webinar, “Markets and Policy Post-Midterm,” hosted by Carson’s Ryan Detrick, Chief Market Strategist, and Jamie Hopkins, Managing Partner of Wealth Solutions. They cover: • How the election results may impact the …

Another year, another Excell in the books. And Excell 2022 may have been the best edition yet, with inspiring keynote speakers like soccer star Abby Wambach and poet Tucker Bryant; insights delivered by industry thought leaders like Carson Group Founder and CEO Ron Carson and the “Wolfette of Wall Street” Lauren Simmons; and a poolside …

Do you know the best way for your business to connect with potential clients? Should you focus on email marketing? Social media? Digital ads? And your marketing efforts don’t stop once you pick a medium – you need to generate engaging copy, get it in front of potential leads and, once you connect, convert those …

When you think about content marketing for financial advisors, one of the first things that springs to mind is blogging. Blogs can be a valuable tool to help you to demonstrate industry knowledge and establish your credibility; educate investors and build trust; attract and generate leads; and increase website traffic. But those upsides don’t automatically …

Today’s investor is reaping the benefits of digital transformation in their personal and business life. Increasingly, they expect their financial advisor to leverage the latest digital tools, too, and use them to provide a seamless experience. That’s where your financial advisor tech stack comes in. By integrating your financial advisor tech stack into your firm …

After 6½ years at the largest broker-dealer in the country, Ryan Detrick has joined Carson Group to serve as Chief Market Strategist alongside his former colleague Burt White. What led Ryan to leave the broker-dealer world behind and join Burt to be part of Carson’s mission to be the most trusted in financial advice? You …

As an advisor, it’s crucial that you deliver the best client experience that you can. And one of the key components in doing that is an accessible, user-friendly technology stack. But putting together a top-of-the-line tech stack is no easy task. What software do you need? How do you choose the best software for your …

After market volatility strikes, some advisors will be sitting on a stack of referrals. Business is up. Others will be crawling out from under their desk and catching their breath. Where do you fall along the spectrum? And how do you tilt the scales toward growth during a downturn or, if you’re already operating out …

 Ana Trujillo Limón   Motivational speaker Jim Rohn is famously quoted as saying: “You are the average of the five people you spend the most time with.” Take a moment and jot down the names of the five people you spend the most time with. Are they people you aspire to be like? Do they …

A career in financial advice can be incredibly gratifying as you help your clients work toward the vision they have for the future. While direct client interaction is most advisors’ favorite part of their role, the truth is your business will only continue to thrive if it keeps growing – and that comes down to …