Articles authored by Carson Group

Carson Group, one of the fastest growing financial services firms in the country, announced the newest addition to its leadership team, Gregg H. Johnson as National Sales Director. He brings 15 years of industry executive experience and will lead Carson’s business development strategy and regional sales teams as they continue to build a robust pipeline of growth …

Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage their clients’ retirement plans. The technology ensures all investment decisions fit into their clients’ holistic financial plans by allowing advisors to manage and …

Integrated Wealth Management (IWM), an independent registered investment advisor (RIA) based in Scottsdale, Arizona led by Brent S. Pine, Managing Director, Partner & Wealth Advisor, has chosen to join Carson Partners. Using their more than 60 years of combined investment experience to help clients pursue their financial goals, the ten-person team oversees $370 million in assets, including $310 million managed on a …

Excell 2021 will invoke a lot of emotions – you’ll be motivated and inspired, you’ll glean knowledge and develop a sense of community, and you’ll find yourself challenged in meaningful and impactful ways.  While you’re likely attending Excell for the internal impact on your personal and professional development, don’t forget about the external sensory details. …

RFC Financial Planners, a full-service financial planning and wealth management firm based in Ann Arbor, Mich. has announced it’s joining of Carson Partners, a partnership community of professional advisory firms dedicated to making the complex simple for investors across the United States. The 11-person RFC Financial Planners team, led by Michigan natives Michael Rautiola, CERTIFIED FINANCIAL PLANNER™, and Adam Finch, CERTIFIED FINANCIAL …

One of the best ways to make improvements to your branding, client experience and value proposition is to get input from the experts – your clients. As a Carson Coaching member, you know how we value client advisory council meetings. In fact, we see it as one of the best practices you can implement. We …

Here’s an insider tip on Excell 2021: The conference starts on a Tuesday and ends on Thursday evening. Why does that matter? Well, you can come early or stay late to get a full weekend of the Vegas experience.  In other words: Make a trip of it! Bring your team, bring your spouse, bring a …

Carson Group, one of the fastest growing financial services firms in the country, announces the further expansion of its marketing team with the addition of Samantha Allen as Vice President of Digital Marketing, a newly created position. She comes to Carson with more than a decade of experience in digital marketing and social media. Prior to joining …

You meet a candidate for a position in your firm and absolutely love them. You forgo a deliberate screening process and bring them on as quickly as possible. A few weeks later, you find out they’re not a good fit for your team. Now what? You don’t want to embark on a new search, so …

Omaha, NE – July 28, 2021 – Dynamic Legacy Planning, a full-service wealth management firm based in Greenfield, Indiana has chosen Carson Partners as the best platform to serve their clients. The five-person team led by CEO and Senior Wealth Advisor, Jason White, CPWA®, JD, AAMA®, has $55 million in assets under management. “Jason White …