Articles authored by Carson Group

2023 has gotten off to a strong start for investors, with stocks bouncing back and inflation continuing to ease. But there have also been some bumpy periods that have rattled the markets, including the recent collapse of Silicon Valley Bank. With the first quarter behind us, what does the rest of 2023 have in store? …

 Financial advisors spend an average of 3% of their revenue on marketing. Yet 56% of advisors say they receive no clients from their marketing efforts, according to the latest Cerulli Report. It’s time we fixed that. There isn’t one financial advisor marketing solution that is going to work for everyone. Creating a marketing plan …

Creating a successful marketing plan for your firm requires a significant investment of both time and money. But if you’re making that big of an investment in your marketing, how can you be sure you’re getting a good return? Marketing analytics can be an effective way to measure the success of your campaigns, but the …

“It’s amazing how creative and strategic you can be when you don’t have to worry about a lot of the minutiae of running a practice.” While working as an advisor at a national broker-dealer, Neal McGrath, founder, Managing Partner and Senior Wealth Advisor at Aptus Wealth Planning, found that he couldn’t be nimble enough to …

Now is the time to engage in digital marketing for financial advisors. In fact, it’s no longer an “optional” activity; whether or not you are participating online, your target audience and potential clients are there, conducting online research to find a financial advisor. The goal of digital marketing is to develop a strategy that ensures …

 As financial advisors grow their businesses, their operational needs can drastically change, along with the need to provide competitive services. That’s where financial advisor technology comes in. The best financial advisor tools will enhance your processes, save you time and money and foster connections with clients about their specific goals. Today’s technology offerings can …

Advisors who fall under OSJs typically find themselves paying exorbitant fees for a middleman. At the same time, you own your business, yet you’re still answering to a supervisor. That’s not freedom. If you’re spending your hard-earned revenue on additional support, make sure you’re getting the value you deserve. Join us for a special webinar …

Advisors wear every different hat for their firm – from advisor to business owner to marketer – and that can often keep them from focusing on the parts of their business that they enjoy most. But what if you had the back-office support to spend more time on your favorite parts of being an advisor? …

This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The 2022 study is based on survey data and interview input from a wide selection of cross-channel financial advisors. Within the industry, there’s a pervasive belief that …

This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The 2022 study is based on survey data and interview input from a wide selection of cross-channel financial advisors. While getting women into financial advice roles is …