Articles authored by Carson Group

In the traditionally male-dominated field of financial advice, a glaring gender gap persists with women making up only 15-20% of professionals in the industry.1 A Carson Group study found women in wealth management face distinct barriers, notably caregiving obligations and a male-dominated culture, which significantly impacts their career trajectories.2 Moreover, the study highlighted flexibility as …

Growth-minded firms understand that there is more than one path to success. Watch our on-demand webinar today for valuable insights on how to drive more business for your firm. You’ll learn how to: 1. Increase your prospecting reach with organic marketing tactics 2. Grow your firm through mergers and acquisitions 3. Future-proof your firm by …

“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 …

“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 …

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 …

“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 …

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 …

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 …

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 …

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 …