Tuesday Morning Advisor Coffee: Hiring that Elusive “Great Employee” and Tips on Motivating Staff
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
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Tuesday Morning Advisor Coffee: Firm Leadership – Laser Focus on Right Activity
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Monthly CE Webinar: Tax Planning Opportunities for Small Business Owners Before April 15th
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching, for this month's live CE…
Tuesday Morning Advisor Coffee: Charging for Financial Planning and Transition Consulting for Business Owners
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Tuesday Morning Advisor Coffee: Concepts for Successful Mergers & Acquisitions
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Monthly Practice Management Webinar: Creating An Efficient Tax Planning Offering For Your Clients
Join Jamie Hopkins, Managing Director, Carson Coaching and Kevin Lozer, Co-Founder of Holistiplan to talk through how you can provide efficient tax planning – often…
Tuesday Morning Advisor Coffee: Having a Successful Study Group
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Tuesday Morning Advisor Coffee: Powerful Passion Prospecting
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Monthly CE Webinar: After-Tax Planning For Qualified Retirement Plans and IRAs
With the potential for rising tax rates in the near future, changes to retirement planning in the CARES Act and SECURE Act, and other potential…
Tuesday Morning Advisor Coffee: A Success Story About a Merger, Rebrand, New Branded Planning Process, and Combining of Two Like-Minded Firms!
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Tuesday Morning Advisor Coffee: Using Cool Technology for Years Before Others Knew it Was Cool
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Monthly Practice Management Webinar: Incorporating Behavioral Finance Into Financial Planning (Behavioral March Madness)
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching, and a panel of experts…