Articles authored by Carson Group

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 …

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 …

2020 was a cakewalk, right? Only if a cakewalk can be characterized by chaos, change, stress and challenges. Not much has been easy. If there is an upside, it is that in dealing with chaos, change, stress and challenges, we have learned to adapt. Now it is time to take the reins, move forward and …

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 …

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 …

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 …