Carson Coaching Online

Tuesday Morning Advisor Coffee - Personal Development for Professional Development
2023-09-05 09:00 - 09:45 (America/Chicago)
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide an idea or tip and resource related to the month’s topic, then lead an informal discussion. Come to the session with questions you’d like to ask or ideas to share. Recordings will NOT be added to CCO, but the conversation will continue in the Excell Community group on LinkedIn. Join us there if you haven’t already!

January = Improving the client experience through communication
February = Balance, fulfillment, and harmony
March = Fine-tuning operations and processes
April = Marketing and promoting your business
May = Cultivating the next generation and mentorship
June = Building the right team
July = Business development through passion prospecting and referrals
August = Branding, value proposition, and telling your story
September = Personal Development for Professional Development
October = Making the transition from Advisor to CEO
November = Blueprinting for business and personal success
December = Goal setting and strategic planning

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Practice Management Webinar - Building an Effective Financial Tech Stack for Business Growth
2023-09-19 13:00 - 14:00
It’s no secret, choosing between hundreds of financial technology tools can be a complex and tedious process.
It’s hard to assess which tools you’ll leverage to catapult your business to the next level.
That’s why financial industry leaders from top tactical technology platforms like Asset-Map, Holistiplan, Trust and Will, and Caribou have teamed up to show how advisors can leverage these strategic platforms to aid their clients’ planning needs.
Join us on Tuesday, September 19th at 1 pm CT for a roundtable discussion, where we’ll discuss:
• How to tactically build your tech stack
• Facilitating meaningful conversations by getting the right tech in front of clients
• Engaging in advice that is catered to your clients’ specific needs
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Tuesday Morning Advisor Coffee: Making the Transition from Advisor to CEO
2023-10-03 09:00 - 09:45

Monthly CE Webinar: Retirement Blind Spots
2023-10-26 13:00 - 14:00
Planning for retirement requires logical, rational, and conscious thinking. The problem is that many investors take shortcuts in their thinking and decision-making. The field of behavioral finance teaches us how financial decision-making is critical to retirement planning. Join us Thursday, October 26th at 1 p.m. CT as Matt Lewis, Vice President of Insurance at Carson Group and Dave Emmerich, Advisory Integration Consultant at Jackson, explore ways to help investors recognize planning errors to better prepare them for the income stream they may need and want in retirement.
Topics will include:
• Behavioral Finance’s influence on retirement planning
• How to identify and mitigate 3 key behavioral biases in retirement planning
• How to achieve purposeful spending in retirement
This is a Continuing Education (CE) webinar. Live attendees will be eligible for one hour of CFP and/or The American College CE credit.
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Monthly CE Webinar: CFP Board Ethics - Revised Code and Standards
2023-11-02 13:00 - 15:00
Join us on Thursday, November 2nd at 1 p.m. CT for our annual CFP Board Code of Ethics & Standards of Conduct session with Marguerita Cheng CFP®, CEO Blue Ocean Global Wealth.
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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FPA Group Coaching Call - December
2023-12-05 13:00 - 14:00
Group Coaching Call Topic December: Reflection and Visualization: A Framework for Goal Setting and Strategic Planning
Coach: Jessica Harrington Group Coaching Call Topic
Description: Tis’ the season for goal setting and strategic planning! The change of seasons is refreshing and helps bring new life to what’s possible for the future. And the winter is the best time of year for you to take a moment to pause and plan. While budgeting and planning for larger firms usually takes place in the fall, if you run a smaller firm, you have more flexibility to take time in December or January to do your goal setting and strategic planning. And in this month’s group coaching call, Executive Business Coach Jessica Harrington will offer you a framework to follow to do strategic planning for your firm.
Coach Bio: Jessica Harrington, PCC, is an executive business coach with Carson Coaching. She holds a bachelor’s degree from Grand Valley State University and a master’s in leadership and organizational development from the University of Texas at Dallas. She’s passionate about partnering with firm owners to bridge the gap between their current situation and their desired success.
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Monthly CE Webinar: The Investment Toolkit to Boost Your Boomers
2023-12-14 13:00 - 14:00
52% of RIA clients are over the age of 60. 2024 will see the greatest surge ever of Americans turning age 65. The US retirement system scored a C+ in an analysis of global retirement systems, and the 60/40 strategy is on track for its worst year since at least 1937.
While financial planning has many uncertainties, there are innovative tools to give your baby boomers the golden years they deserve. Join us on Thursday, December 14 as Peter Nakada, Chief Education Officer at Stoneridge Asset Management, gives a presentation designed to arm you with a new toolkit of investment strategies to alleviate the financial stress that many of your baby boomer clients face in their post-paycheck stage of life. Their goal is to empower you with a broader view of the investable universe to understand the power of diversifying with true alternatives, as well as deliver insights on valuable financial tools such as longevity pooling.
Baby boomers need solutions that address their specific and unique needs. Differentiate your practice with innovative strategies to help grow and sustain your practice.
This is a Continuing Education (CE) webinar. Live attendees will be eligible for one hour of CFP and/or The American College CE credit.
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Outlook 2024 Webinar
2023-12-19 13:00 - 14:00
Despite fears of rising inflation and a recession as we entered 2023, the economy now appears to be on track for a soft landing as we head into 2024. But the new year brings new questions and concerns.
How will conflict in Israel and Gaza and the continuing war in Ukraine impact the economy? Will the Fed begin to cut rates as fears of a recession ease? What effect will the upcoming presidential election have in the coming year?
Join Carson’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, as they dive into what advisors can expect in 2024 during our upcoming webinar “Outlook ’24: Seeing Eye to AI.” They’ll discuss everything advisors need to know, including:
• Whether the bull market for stocks will continue
• The odds of a recession
• How long economic headwinds from 2022 and 2023 should last
• Whether we can expect the Fed to begin cutting rates
• And more!
It all takes place Tuesday, December 19, at 1 p.m. CT.
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Carson Coaching and FPA Group Coaching Call
2024-02-13 13:00 - 14:00
Group Coaching Call Topic February: The State of Women in Wealth Management
Presenter: Dr. Julie Ragatz
Group Coaching Call Topic Description: When it comes to the state of women in wealth management, nothing much has changed in the past decade. We’re still underrepresented (we make up more than 50 percent of the population, but only around 23.7% of CFP professionals). We’re still experiencing discrimination. We’re still under-sponsored. We’re still handling a majority of the caregiving responsibilities at home. All that is according to the 2023 State of Women in Wealth Management study from Carson Group. Join Dr. Julie Ragatz, one of the report’s authors, to take a dive into three key findings from the 2023 State of Women in Wealth Management report in this month’s group coaching call. Come prepared to discuss!
Presenter Bio: Dr. Julie Ragatz serves as the vice-president of nex-gen and advisor development programs at Carson. She holds a doctorate in philosophy from Temple University and a master’s degree from Marquette University.
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Live on Leap Day with Facts vs Feelings
2024-02-29 10:00 - 13:00
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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