Articles authored by Carson Group

Unlike its predecessor, the SECURE 2.0 Act makes major revisions to help Americans save for retirement, which advisors need to understand. The new rules bring plenty of changes for retirees, workers, employers and small business owners. Congress made a clear effort to call out the importance of having an emergency fund and college funding, and …

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 …

Ron Carson, founder & CEO of Carson Group, and Jamie Hopkins, managing partner of wealth solutions, will release their latest book, “Find your Freedom: Financial Planning for a Life on Purpose” on November 22.

Carson Group revealed the results of its first-ever State of Women in Wealth Management Report during Excell REPRESENT. The research study looked at the experiences and perceptions of both women and men on the opportunities and challenges faced by female advisors in the financial services industry. Currently women make up more than half of the …

Time management is a skill that we all need – but it isn’t one that we all have. An entire team that uses their time effectively can be the difference between a thriving, growing firm and one that struggles. Time is our only finite resource, so we need to use it well! This applies to …

Industry leaders Carson Group, Fidelity Institutional®, Financial Independence Group and Mariner Wealth Advisors announced the finalists for the first-ever Excell REPRESENT Women in Wealth Management Awards.

Women make up more than half of the U.S. population, but only 20% of financial advisors. The underrepresentation of women in wealth management has plagued the industry for decades, and while there’s been a lot of talk, little has changed.

There are ample reasons why webinars should be part of a financial advisor’s content marketing strategy – the convenience, the efficiency, the brand-building, to name a few. A successful, well-thought-out webinar has the power to transform your business. Clients and prospects can click a link and have direct access to your expertise. No waiting around, …

  Competition is fierce right now in attracting and retaining top talent. Gone are the days of the onus being on job candidates to impress you – in this job market, you must also impress the candidates. And good total compensation packages – salary, basic benefits, bonuses and commissions – aren’t going to impress them …

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 …