Carson Coaching Online

Tuesday Morning Advisor Coffee
2020-12-15 09:00 - 09:45 (America/Chicago)
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 member of the Carson Coaching coach team and is focused on a specific topic. We often highlight coaching members who are finding success with a best practice or strategy. The first 10-15 minutes will either be coach tips or a member interview, followed by 30 minutes of discussion and idea sharing.
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Tuesday Morning Advisor Coffee: Growth by getting "Back to the Basics"
2020-12-08 09:00 - 09:45

Tuesday Morning Advisor Coffee - Best Marketing Strategies for 2021
2020-12-01 09:00 - 09:45

Tuesday Morning Advisor Coffee - Virtual Client Meetings
2020-11-24 09:00 - 09:45

Monthly Practice Management Webinar: Making The Complex Simple With Investments
2020-11-20 13:00
Executive Business Coach Tammy Breitenbach and Sean Brown, President and CEO of YCharts, discuss how to simplify the investment experience and communication to clients.

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Monthly CE Webinar - CFP Board New Code of Ethics & Standards of Conduct
2020-11-19 13:00 - 15:00
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 and Craig Lemoine CFP®, PhD, MRFC Director: University of Illinois Financial Planning Program as they discuss CFP® Ethics.
This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct effective October 1, 2019.
At the end of the course, participants will be equipped to:

Identify the structure and content of the revised Code & Standards, including significant changes and how the changes affect CFP® professionals;
Act in accordance with CFP Board’s fiduciary duty;
Apply the Practice Standards when providing Financial Planning;
Recognize situations when specific information must be provided to a Client;
Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.

*To receive CFP® Ethics CE for this event you must be logged in the entire time under your full name on the computer and not just called in. You also need to engage in the questions prompts to receive CE. At the end of the webinar, you must fill out the full CE form in order to receive CE.
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Tuesday Morning Advisor Coffee: Deepen Client Relationships - Adding Life Planning to Financial Planning
2020-11-17 09:00 - 09:45

Tuesday Morning Advisor Coffee: Organizational Leadership - Staying Focused on Your Role
2020-11-10 09:00 - 09:45

Tuesday Morning Advisor Coffee: Digital Presence and Prospecting
2020-11-03 09:00 - 09:45

Monthly Practice Management Webinar: Building a Practice for the Next 10 Years
2020-10-23 13:00 - 14:00
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching as he and Preston Cherry, Ph.D., CFP®, Founder & President of Concurrent Financial Planning, LLC, Dana Holt, JD, RICP, AEP®, CAP®, and Craig Lemoine CFP®, PhD, MRFC Director: University of Illinois Financial Planning Program discuss building a practice for the next ten years.
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Monthly CE Webinar: Afterlife In The Cloud: A Process For Digital Asset Planning
2020-10-22 13:00
We live in a digital world. Our entire life is becoming stored online in the cloud, but very few people understand or plan for what this means from an asset transfer, management, and ownership standpoint. What happens to your emails, passwords, photos, and websites when you pass away? Honestly, it really depends on your level of planning. Most states now require you to do affirmative planning in order to pass on these assets to your heirs or to allow others to access the information. Failure to do such planning could leave your assets tied up forever in the cloud, unavailable to business partners or loved ones, causing tremendous hardship and financial damages. So learn the rules around digital asset ownership, transfer, and how to set up a digital asset estate under the new law RUFADAA.
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Fall Elite Advisor Summit 2020
2020-10-13 - 2020-10-14
This is an exclusive event for advisors who manage at least $100 million or have a 12-month trailing revenue greater than $1 million.

During this virtual gathering of top-tier advisors and firms, you’ll get new ideas and inspiration and hear from some of the top minds in the industry.
Schedule:
October 13

Welcome

Jamie Hopkins

Leadership

Vice Admiral John J. Donnelly

Retirement Income Planning

Christine Benz, Morningstar

Roundtable #1
Break
Future of ESG Investing with High Net Worth Clients

Ethic Investing

Wrap up

Sarah Cain

October 14

Welcome

Jamie Hopkins

What Advisors Need to Prepare for with Future of Cryptocurrencies

Tyrone Ross, Onramp Invest

Increasing Fees and Providing More Value

Dana Anspach, Sensible Money, LLC

Roundtable #2
Break
Trends in M&A and What the Means for Future of RIAs

Ron Carson

Wrap Up

Jamie Hopkins and Sarah Cain

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Monthly CE Webinar - Retirement Income Planning
2020-09-24 13:00
Join Managing Director of Carson Coaching Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP® and Sheryl O’Connor, Founder/CEO Wealth Conductor LLC, for this month’s planning webinar focusing on retirement income planning. CE for CFPⓇ and American College available.

Sheryl O’Connor has spent over 25 years in the financial services industry including stops at insurance and investment management firms where she led strategic business growth and technology innovation. In 2006, Sheryl co-founded 3D Asset Management, an SEC-registered investment management firm that provides innovative practice management solutions and investment portfolios to fee-based advisors. In 2017 Sheryl co-founded a retirement income focused FinTech firm, IncomeConductor, that provides a revolutionary strategy and technology to advisors and their clients that meets the needs of today’s retirees and serves as its CEO. Sheryl won 1st place in the 2018 Female Founders in FinTech global competition and now serves as a global ambassador to encourage women entrepreneurship in technology.
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How Emerging Technology Can Stimulate Long-Term Success
2020-09-16 15:30 - 16:30
The technology explosion that brought us Amazon, Netflix, Uber and Hulu isn’t relegated to the entertainment world. The financial services industry has transformed under a technology boon, too. It can disrupt your business if you’re not prepared to adapt – or it can stimulate long-term success. Join us for a roundtable discussion, led by Carson’s Director of Retirement Research Jamie Hopkins, to explore this key area to growth. Jamie, also the Managing Director of Carson Coaching, will guide the conversation with tech giants: Holistiplan, ATA Risk Station, Altruist, FP Alpha, and Invent.US. On September 16, this knowledgable group will discuss ways advisors can improve their efficiency and better serve clients. Don’t miss out on this opportunity to go over emerging tech, its role in the future of the industry and how it can affect your bottom line. Sign up today.
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Monthly Practice Management Webinar: Removing Fear from Client Investing
2020-09-15 13:00
Join Executive Business Coach Jessica Harrington, as she talks with one of our strategic partners, Riskalyze, about how you can best position risk with your clients.
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Delivering Remote Financial Advice
2020-07-28 11:00 - 12:00
Join Executive Business Coach Gerry Herbison and Adam Holt, CEO of AssetMap, as they discuss best practices for leading virtual teams.
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Realizing Your Vision With Inorganic Growth
2020-07-23 13:00 - 14:00
Just as you tell your clients to plan for the future, savvy advisors, too, plan for the future of their business.
How will you grow your firm? Inorganic growth is key.
Carson’s VP of Mergers and Acquisitions, Jason Carver is a fountain of knowledge when it comes to this important area, and he’s sharing his expertise during a special webinar: “Realizing Your Vision With Inorganic Growth.”
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Half-Time 2020 Webinar
2020-07-16 15:00 - 16:00
We’re already approaching the halfway point of 2020, which means it’s time for Half-Time 2020. Carson Coaching provides this presentation for you to deliver to clients annually. But before you do that, learn what key areas you should be highlighting.
Join Greg Opitz, Executive Business Coach, and Scott Kubie, Senior Investment Strategist, as they review the Half-Time 2020 presentation. See what key points you should be highlighting with your clients as you analyze the market for 2020 and beyond.
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