Courses

Learn More with On-Demand Courses

Carson Coach Online members have access to a wealth of courses that can help them find their way forward. Learn at your own pace with on-demand courses covering financial planning, practice management and more!

You can see a complete list of Carson Coaching Online courses below. Try one out now by signing up for a free 10-day trial of CCO!

Courses

15 Lessons

Advisor Compensation Models

This course is designed to walk you through the process of creating an advisor compensation model that aligns with your culture, goals, and compensation philosophy.

6 Lessons

Advisor Team Structures

This course is designed to introduce firm leaders at larger firms to the concept of advisory teams and teach them how to design an effective structure.

6 Lessons

Annual Goal Setting

This course will help you understand the reasons for and benefits of goal setting, the process of goal setting, and the need to adjust goals over time.

10 Lessons

Asking for Referrals

This course is designed to help you feel more comfortable and confident asking clients for introductions to the people they care about. By the end of the course, you’ll have the mindset, tools, and strategies needed to consistently get introduced to more ideal prospects.

8 Lessons

Beyond the Curve Video Series

Join Mike Durbin, Head of Fidelity Institutional, as he invites experts inside and outside of Fidelity to explore how the COVID-19 pandemic may have a…

9 Lessons

Blueprinting

This course is designed to lead advisors through the Blueprinting process. By the end of the course, advisors should be able to identify and articulate their values, purpose, vision, mission, value proposition and goals.

6 Lessons

Blueprinting for Clients

This course will teach you how to use the slightly modified Client Blueprinting Guide to strengthen relationships with clients. It is one tool to help implement and execute a very rich, deep, holistic financial planning process.

6 Lessons

Branding and Differentiating Your Planning Process

This course is designed to help firms create messaging around the planning process that helps them differentiate the experience they provide to clients. By the end of the course, you should be able to go through a process to create your own authentic messaging and brand your planning process.

6 Lessons

Branding or Rebranding Your Firm

Without a deliberate and thoughtful process, your message to clients, prospects, and COIs can be at best vague, at worst confusing. Additionally, sometimes firms need to RE-brand as they evolve. This course will guide you through the process of creating or refining a brand message and launching the brand.

2 Lessons

CFP CE Course: Current Retirement Plan Trends for 2022

With the SECURE Act 2.0 nearing passage in Washington, now is a good time to take note of current retirement planning trends. From annuities to…

2 Lessons

CFP CE Course: How Medicare Changes Your Financial Planning Conversation

Find out how your clients’ Medicare plans can change your conversations about their financial plans. Healthpilot’s Shannon Granahan talks about Medicare and the impact the…

2 Lessons

CFP CE Course: The Great Retirement Income Gap

There are a number of concerns clients must take into consideration when planning for retirement. This course will focus on the impact of the potential…

2 Lessons

CFP CE Webinar: Navigating the College Funding Maze and Helping Families Cut the Cost of Higher Education

College costs continue to rise, with the four-year sticker price of college now exceeding $300,000 at some institutions. As a result, outstanding student loan debt…

2 Lessons

CFP CE Webinar: Tax Planning is a Year-Round Sport

Champions don’t just get to hoist a trophy – they must work hard in practice, the pre-season and the regular season before the playoffs start. Similarly, advisors can provide tremendous value to clients by engaging in tax planning over the course of year, not just in the weeks before returns are due.

This is a Continuing Education (CE) webinar. For CFP CE credit, watch the recording, complete the assessment, and submit CE request form.

5 Lessons

Change Management

As advisory firms grow, the CEO/Advisors and team members need to be able to successfully navigate both self-imposed and externally-driven change. Planning for change is important, but a good first step is to understand how change affects people which will lead to successful change management.

5 Lessons

Client Advisory Councils

This course is designed to help firms execute a successful Client Advisory Council and get the most out of the feedback they receive from council members. By the end of the course, firms should feel confident in planning and executing a successful Client Advisory Council meeting.

8 Lessons

Client Appreciation Strategy

This course is designed to help firms be intentional about a key part of their overall client experience: showing appreciation through events, gifts and notes, and Random Acts of Kindness.

6 Lessons

Client Segmentation

This course provides tools to make client segmentation simple. With the information you gain, you can then create a plan for client service, communication, and overall business growth which focuses on your ideal client.

7 Lessons

Continuity Planning

This course reviews the importance of continuity planning, provides detail on both operational and key-person continuity planning, and reviews how to communicate and test your continuity plans. It’s important to note that continuity plans are for incidental events, such as a snow day, a pandemic, or a death, not for normally planned business succession. 

8 Lessons

Converting Prospects to Clients

This course is designed to help you convert prospects into clients. The focus is the processes and the language you can use to build prospects’ confidence in your ability to help them achieve their financial goals.

5 Lessons

Crafting Effective Job Descriptions

The foundation of building the best team starts with clear and compelling job descriptions, which can be used for recruitment, and development.

6 Lessons

Creating a Personal Development Plan

Personal and professional development is important no matter what industry you are in. This course will help you create and execute your personal developmental path. 

4 Lessons

Creating Effective Prospecting Materials

This course is designed to help advisors create effective prospecting materials that highlight the professional nature of their planning and wealth management process.

7 Lessons

CX: Client Reviews

Client reviews are important for keeping clients up to date on their progress towards their goals as well to satisfy compliance needs. This course includes the best practices of reviews and step-by-step guidelines for everything from preparation to follow-up. 

5 Lessons

CX: Client Surveys

This course is designed to prepare you to develop an intentional survey strategy that will ultimately help you to improve your client experience. By the end of the course, you will be able to develop an overall strategy, create an impactful survey, and effectively incorporate the feedback into your business.

6 Lessons

CX: Communications

This course reviews the best ideas in communicating with your clients in two categories. First, client communications that go to all clients. Second, communications that are segment specific. Additionally, this course addresses the overall communications strategy, so communications that are covered fully in other courses are mentioned but not described.

7 Lessons

CX: Client Onboarding

This course shows you how to establish a high bar for service and communication, create the kind of experience and relationship clients won’t want to be without, and motivate them to share it with others.

5 Lessons

CX: Education

This course covers the importance of client education, the types of education you can provide, whether educational events will be part of the plan, and your overall client education strategy.

5 Lessons

CX: Environment

Creating a comfortable and clean environment for your clients to meet with you is an important part of your overall client experience. This course will offer best practices for basic environmental elements of office setup and décor. 

5 Lessons

CX: Service

Excellent client service requires two things: systems that support the service items and team members trained to use the systems. Systems save time and create consistency of service that lets clients know that you have a truly professional firm. Consistency results in trust, and trust results in wallet share and introductions!

6 Lessons

CX: Service Models and Fee Structures

This course is designed to help advisors and firms outline a profitable client service model. By the end of the course, you should be able to create and document a segmented service model.

4 Lessons

CX: Virtual Client Meetings

This course will provide you with information on the benefits of offering and conducting virtual meetings with your clients. The focus will be on actual client meetings, not necessarily virtual prospecting, which has some cross-over with the content of this course but has some unique aspects not covered in this course.

6 Lessons

Defining Your Ideal Client

This course is designed to help advisors define their ideal clients. By the end of the course, advisors should be able to create an ideal client profile and be able to articulate the types of clients with whom they work best.

5 Lessons

Delegation

As your office grows, so does the amount of work it takes to run the business. At some point, you must recognize that you can no longer be the only one doing everything. You need to decide how to offload much of the daily minutia that consumes your time.

5 Lessons

Delivering a World-Class Client Experience