Articles authored by Carson Group

  By asking the right questions and providing support when needed, Scott established a solid connection with this prospect. When the market took a turn at the beginning of the pandemic, the prospect came to Scott – and both parties were ready to move forward. Read the full case study to find out more details …

Omaha, Nebraska – October 29, 2020 – Boston Retirement Group, a firm that offers a full array of comprehensive personal and business financial services, announced today that it is joining the Carson Partners network. The team ultimately decided to affiliate with Carson to deliver a “single pane of glass” experience for clients, improved investment strategies and reporting, …

As we come to the end of one of the most complex, memorable years in recent history, let’s take a look over the financial landscape. Volatility was a theme this year, including quick downturns and rebounds. How has the market reacted to the pandemic? How has unemployment affected the global economy? How do these events …

We recently partnered with Carson Partner Bob Huntley of Wise Counsel to support veterans who enjoy spending time outdoors. Ron and Jeanie Carson offered their lodge, located in Tekamah, Nebraska, as an escape for a group of veterans from Texas. Ron and Jeanie flew the group in and welcomed them at the lodge. Toby Nunn …

  What if you had technology that could read a client’s tax return, analyze it and give you a solid starting point for their financial plan, all in a matter of minutes? Think of all you could do to better your business and deepen client relationships with that saved time. Check out our case study, …

Omaha, Nebraska – October 7, 2020 – Mitlin Financial, Inc. a comprehensive financial planning and asset management firm with $58 million in client assets under management is the latest enterprise to join the Carson Partners network. Located in Hauppauge, New York, Mitlin Financial will benefit from access to Carson’s multitude of resources, which include a robust infrastructure …

Firm raises capital with a lending partner, with the potential to tap much more  Omaha, Nebraska – October 5, 2020 – Carson Group, one of the fastest-growing financial services firms in the country, announced today that is has undertaken a capital raise to ramp up the number of minority investments it’s making in advisory firms joining its …

Clients understand investments come with risk – but that reality crystalizes during periods of volatility and uncertainty. Right now, that risk is generating fear in many investors, which can lead to impulse decisions that deviate from their long-term goals. How do you keep them on track? Join Carson Executive Business Coach Jessica Harrington as she …

Sprinting to the end of 2020 is different from sprinting to the end of previous years. It seems messier – less predictable. Just look at the last eight months. No, really, look at them. We went from ignorance, to admission, to denial, back to admission (repeat). We adjusted and overcame, had some good days and …

Emerging Tech Week on the Framework podcast was an eye-opening tour through the world of fintech. We learned what has disrupted the system and what will keep on changing it in the future. Each of the five guests told us about their early misadventures and their usually rapid success when the technology finally catches on. …