Articles authored by Carson Group

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 …

Think back on your career. If you’re anything like me, you might have a painful memory or two about feedback that was given to you in a less-than-constructive way. Feedback is critically important to our career growth, and if you had that similar experience, it’s likely you want to learn to give and get feedback …

Carson Group, one of the fastest-growing financial services firms in the country, announced that Ryan Detrick has joined the firm as Chief Market Strategist.

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 …

For many years, I worked with Jamie Hopkins, Managing Partner, Wealth Solutions, here at Carson Group, at the American College of Financial Services. He then recruited me to work with him again here. He also recruited two other former colleagues. Hopkins is masterful at keeping an eye out for people who have the skill set …

Carson Group successfully transitioned Diamond Wealth Advisors to its growing network of partners. The Carlisle, Pennsylvania-based financial planning and wealth management firm was the most recent to join Carson Partners, a nationwide network of 130 growth-minded firms across the U.S. founded in 2012 by Ron Carson. 

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 …

Burt White   Whenever market volatility strikes – as it always does – it seems to suck up all the air in the room. Clients are uneasy. They’re eyeing the news and their portfolios. They’re dialing your office or shooting off an email. “What does this mean? Should I be concerned?” What if you could …