Carson Coaching Online

Live on Leap Day with Facts vs Feelings
2024-02-29 10:00 - 13:00 (America/Chicago)
Carson Group Investment Research team rock stars and two of your favorite podcasters, Sonu Varghese, Ph.D. and Ryan Detrick, CMT, will take Facts Vs. Feelings to the next level with the inaugural Live on Leap Day with Facts Vs Feelings – Invest your Bonus Day. Join us for three hours of research and investments content. Our featured guests include Cathie Wood, Libby Cantrill, CFA, and more. Spend your extra day this year with us, and gain insights into the market and investment outlook. We’re going to talk about short-term themes revolving around the impact of monetary policy, fiscal policy, and the Presidential election, about the economy and markets, as well as long-term themes like the impact of artificial intelligence and productivity growth. You can submit questions ahead of time to factsvsfeelings@carsongroup.com. So, put it on your calendar today and spend some quality time with Sonu, Ryan, and friends on Feb. 29.
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Carson Coaching and FPA Group Coaching Call
2024-03-12 13:00 - 14:00
Group Coaching Call Topic March: Set the Tone for an Excellent Client Experience from the Beginning
Coach: Tammy Breitenbach
Group Coaching Call Topic Description: Morningstar recently published research on why clients “break up” with their advisor and the top two reasons were quality of financial advice and services and quality of relationship with the advisor. But you can avoid getting broken up with by better understanding your clients and their specific needs and goals as well as letting them know the experience to expect when working with you. Join Executive Business Coach Tammy Breitenbach to learn now to take every opportunity to enhance your client experience with their needs in mind, including having a consistent, repeatable onboarding process during which you set expectations, a proactive and caring frontline, and being easy to work with.
Coach Bio: Tammy Breitenbach, ACC, MBA, is a Carson Coaching executive business coach. She previously served as the principal consultant of Catalyst Partners, which she founded in 2008 after seven years of director-level experience in financial services. She specializes in providing business counsel and leadership advice to owners of independent RIAs to help them grow more profitable businesses.
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FPA Sponsored Group Coaching Call - September
2024-09-17 13:00 - 14:00
Group Coaching Call Topic: Growth Isn’t Just a Destination: Strategies to Fuel Your Growth Journey
Coach: J.J. Peller
Group Coaching Call Topic Description: When growing your firm, you can’t be complacent. Investopedia reports that planners and advisors must keep growing their client base so they can continue to thrive into the future and reignite their passion. And there are several internal and external strategies that serve as fuel for your growth, says Executive Business Coach J.J. Peller, including having a growth mindset, having your existing clients spread the good word, and engaging in passion prospecting. Join Peller for a discussion on what strategies to employ on your growth journey.
Coach Bio: J.J. Peller is a Carson Coaching executive business coach and author of Attract Your Potential Become the Best Version of Yourself and Achieve Your Biggest Goals Faster. He holds an economics degree from Wabash College and spent the first five years of his career at Merrill Lynch before finding his calling to help other financial advisers grow their businesses. Read J.J.’s full bio here and connect with him on LinkedIn.
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FPA Sponsored Group Coaching Call - October
2024-10-08 13:00 - 14:00
Group Coaching Call Topic: Don’t Do It For the Money: What It Takes to Serve Business Owner Clients
Coach: Tammy Breitenbach
Group Coaching Call Topic Description: What most people call “small businesses” Executive Business Coach Tammy Breitenbach likes to call independently owned businesses. There are about 33.3 million of them in the United States, according to Forbes. And drilling down further, about 27 percent of businesses are family owned, according to Pew Research Center. And there is significant opportunity to work with this niche. These business owners might need the help of a financial advisor, but many don’t get one because their investments are locked in the business. So there are some important things to keep in mind when deciding to serve this niche: you must have a passion to serve these business owners, put in the work to build trust with them and their heirs, position yourself as specializing in the business niche, and be agile at work with family dynamics. Join Breitenbach for a discussion on how to prepare yourself to serve business owners. Register for the October group coaching call here.
Coach Bio: Tammy Breitenbach, ACC, MBA, is a Carson Coaching executive business coach. She previously served as the principal consultant of Catalyst Partners, which she founded in 2008 after seven years of director-level experience in financial services. She specializes in providing business counsel and leadership advice to owners of independent RIAs to help them grow more profitable businesses. Read Tammy’s full bio here and connect with her on LinkedIn.
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