Insights Business Management

In today’s episode of Framework, Jamie and Ana talk with Nzinga Shaw, Vice President for Human Resources at Edelman. Nzinga is one of the strongest voices around diversity and inclusion. She is focused on helping diversity leaders utilize their skill sets to drive company growth. Additionally, Nzinga also became the first Chief Diversity and Inclusion …

 Latinos are still underrepresented in leadership roles, despite the fact that diversity and inclusion drive real progress in businesses. As financial leaders, how do we address this issue? In today’s episode, Ana talks with Joelle Martinez, President, and CEO of Latino Leadership Institute. For more than seven years, Joelle has been with LLI promoting …

Keeping a financial advisory firm running smoothly takes an entire team, and everyone has a role to play in creating a smooth client experience. At this year’s Partner Summit, breakout sessions focused on the role Carson plays in helping advisors better serve clients with complex portfolios, how to develop client marketing and CX strategies that …

Twenty years ago, Joel Worsfold felt like he had hit his ceiling as a financial advisor.  “I needed help to get to that next level, and I didn’t know how to do it on my own,” Joel says. In addition to feeling like his financial advisor growth had stalled, Joel sometimes also felt like he …

Support from Operations staff can help free up financial advisors to better serve their clients and focus on what matters most. At this year’s Partner Summit, breakout sessions focused on how Operations staffers can help power their firm’s growth through marketing support, aid in planning impactful events and optimize client meetings and more through process …

I’ve worked with advisors for more than two decades, helping them close the gap between where they are and where they want to be. For many, nirvana looks a lot like this: a client engagement model that inspires referrals and a consistent growth trajectory based on replicating top clients, all while optimizing the efficient use …

Joel Worsfold sought out coaching for financial advisors because he was looking for help breaking through his growth ceiling. But an early interaction with his Executive Business Coach after joining Carson Coaching led Joel – now Managing Director, Partner and Wealth Advisor at Carson Wealth in West Des Moines, Iowa – to rethink his entire …

How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly impact your success as a financial advisor and enrich your personal life. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Greg …

Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to energize you to reframe your thinking and grow faster. And in the leadup to this year’s event – taking place September 9-11 at the Orlando …

Our Carson Partners recently participated in the Fundamental 50 Challenge led by a combination of our Carson Coaches and Carson Partners Consulting team. Essentially, the challenge is designed to help advisors focus on improving those foundational business activities that lead to growth – things such as passion prospecting, asking for referrals, calling up prospects who …

Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms of the future. And registration for Excell 2024 is now open! Taking place September 9-11 at the Orlando World Center Marriott in Orlando, Florida, Excell will …