Articles authored by Carson Group

The Choreography of Business Cycles: An Unusual Dance

“Life is like dancing. If we have a big floor, many people will dance. Some will get angry when the rhythm changes. But life is changing all the time” – Miguel Angel Ruiz A “rolling recession,” as some have described the current economy, is like a dance of ever-changing business dynamics. It happens when a …

Nvidia’s Exceptional Q2 Earnings & Outlook Support Investor Optimism About (AI)

“AI is the most profound technology that humanity will ever develop and work on. [More profound] than fire or electricity or the internet.” – Sundar Pichai, Google CEO Nvidia’s much-anticipated second quarter earnings surged past lofty expectations by 30%, propelling shares to a new all-time high. The heartening aspect of the report for investors is …

Why Financial Advisors Must Build Brand with Video Content in 2023 (and Beyond!)

People will retain 95% of a message they saw on a video, versus only 10% of a message they read, reports SproutSocial, a social media management tool. And 54% of marketers say that video is the most valuable content type for achieving their goals. And despite the fact that 88% of consumers have been persuaded …

From Devices to Dominance: Apple’s Services Business Hits a Record; Amazon May Not Be As Overvalued As You Think

“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 …

Midyear Outlook: Q3 Update

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 …

9 Reasons Excell 2023 is a Can’t-Miss Conference

There are countless reasons for you and your team to attend Excell 2023 – from the inspiring speakers to the networking opportunities to the Nashville setting. Whatever you’re looking to get out of Excell, you’ll find it September 12-14. But if you’re still on the fence about joining in all the fun at this year’s …

The Framework for Building the Ideal Team for Your Firm

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 …

Get Ready for the Sights and Sounds of Excell 2023

After three days of insights and networking at Excell 2023, you should head home feeling motivated, inspired, challenged and ready to make an impact. But the Excell experience is about so much more than the presentations on the mainstage or the informative breakout sessions. It’s also about the sensory experience – the sights and sounds …

Best Practices for Harnessing the Power of Email Marketing for Financial Advisors

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.” …

Take in the Music City During Your Excell Visit

Excell has a new home in 2023, and with it comes the opportunity to explore a new city. Excell falls in the middle of the week – Tuesday to Thursday – so why not stretch out your stay in Nashville and make a vacation out of it? There’s plenty to do before, during and after …

Get in Touch

We'd love to learn a bit more about your situation, then set up a complimentary consultation to review how we can help you and your business.

Contact Us