Articles authored by Carson Group

“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” -Peter Drucker Last week, roughly 30% of the S&P 500 market cap reported earnings, and the spotlight was on Apple and Amazon. Despite the obligatory note of caution every CEO utters, I’m hearing companies talk a lot …

Thanks to rapidly advancing technology, financial advisors have access to more data than ever before. But trying to sift through that data and actually use it to enhance your business and client experience can be a challenge.  How can you be sure you’re measuring the right metrics, or interpreting the data correctly? How can you …

Stocks have continued to bounce back in 2023 after last year’s bear market, and with the debt ceiling fight in Congress now behind us, what could the rest of the year look like? Is the market still trending in the right direction? What moves should we expect from the Fed? Are fears of a recession …

Your team is the most important thing when it comes to delivering a solid client experience. You can have the best tech in the world, but when it comes to providing the ideal client experience, you’ll need to rely on your team to do that. You’re likely not starting your team from scratch. But you …

Email marketing for financial advisors is a powerful way to engage with clients and prospects. By leveraging the benefits of email marketing, financial advisors can stay top of mind, provide valuable content and foster trust – ultimately driving business growth. However, a successful strategy entails more than just writing down your thoughts and hitting “send.” …

Lead generation for financial advisors is a critical component of a successful growth strategy, but it requires a thoughtful approach if you want to avoid wasted effort and connect with qualified prospects. A good lead generation strategy will leverage digital advertising, event networking, connecting with centers of influence and other mediums, but how can you …

Carson Investment Research recently published our 8 Principles of Equities.  Now it’s time to dive a bit deeper into our 3rd Principle – Reward takes Risk.  At the surface, this seems obvious.  Stocks are volatile, and investors need to be compensated for that added risk compared to other asset classes.  We touched upon this with …

Advisors are turning to the Hybrid RIA business model more rapidly than any other in financial services. Why? You’re in search of freedom. But there’s a problem. In search of freedom, you’ve put on too many hats. You’ve run yourself ragged trying to build and manage your tech stack, act as a chief compliance officer, …

Social media provides the perfect platform to help financial advisors connect with current and prospective clients. With a powerful social presence, you can engage with clients in meaningful ways that create visibility for your firm. This year can be an incredible year of growth for you and your business. And with the right approach to …

 If you’re establishing or growing your practice as a financial advisor, you’ve likely heard that gearing your services toward a specific client base can accelerate your growth. Indeed, niches can offer several significant benefits, like helping you build connections and trust with clients. Niches for financial advisors are virtually unlimited. They can include clients …