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…
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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…
Tuesday Morning Advisor Coffee: Blueprinting
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…
Forecast 2021 Webinar
Wondering what the end of 2020 could mean for the beginning of 2021? Join us for our Forecast 2021 webinar where Greg Opitz, Executive Business…
Tuesday Morning Advisor Coffee: Running a Two-Generation Business and Transitioning to the Next Generation of Leadership
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: Hiring Interns and Running a Meaningful Internship Program
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: Role of Alternative Investments in Planning
Hosts: Jamie Hopkins, Managing Director of Carson Coaching; Rob Swan, Portfolio Manager and Chief Operating Officer at Swan Investments; and Marc Odo, Client Portfolio Manager…
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…
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…