Tuesday Morning Advisor Coffee: Organizational Leadership – Staying Focused on Your Role
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: Deepen Client Relationships – Adding Life Planning to Financial Planning
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 – CFP Board New Code of Ethics & Standards of Conduct
Join Managing Director of Carson Coaching Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP® along with Marguerita Cheng CFP® CEO Blue Ocean Global Wealth…
Monthly Practice Management Webinar: Making The Complex Simple With Investments
Executive Business Coach Tammy Breitenbach and Sean Brown, President and CEO of YCharts, discuss how to simplify the investment experience and communication to clients. …
Tuesday Morning Advisor Coffee – Virtual Client Meetings
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 – Best Marketing Strategies for 2021
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: Growth by getting “Back to the Basics”
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
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: End of Year Tax Planning in 2020
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching as he discusses end of…
Monthly Practice Management Webinar: Goal Setting for 2021
December is the time of year when high-achievers finalize their goals for the upcoming year -- but looking ahead to 2021 presents some unique challenges…
Tuesday Morning Advisor Coffee: Client Appreciation Strategy
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: Biden Administration Potential Impact on 2021 Retirement Planning
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching as he discusses retirement planning…