Carson Coaching Online

Tuesday Morning Advisor Coffee: Burt White
2022-05-03 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
February = Balance, fulfillment, and harmony
March = Fine-tuning operations and processes
April = Marketing and promoting your business
May = Burt White
June = Building the right team
July = Business development through passion prospecting and referrals
August = Branding, value proposition, and telling your story
September = Professional development, time management, and productivity
October = Moving from Advisor to CEO
November = Blueprinting and reflecting for business success
December = Goal setting and strategic planning

Register

Monthly CE Webinar: The Great Retirement Income Gap
2022-05-12 13:00 - 14:00 UTC
There are a number of concerns clients must take into consideration when planning for retirement. This course will focus on the impact of the potential gap between a client’s retirement income plan and the excess costs for extended care.
After completing this course students will be able to:
• Understand the issues affecting retirement income
• Communicate the current cost of care and the trends impacting future costs
• Understand what long term care insurance does
• Explain the timeline of care received
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Use the Promo Code CECOACHING for free registration.

Register

Tuesday Morning Advisor Coffee: Building the Right Team
2022-06-07 09:00 - 09:45 UTC
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
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 = Professional development, time management, and productivity
October = Moving from Advisor to CEO
November = Blueprinting and reflecting for business success
December = Goal setting and strategic planning

Register

Monthly CE Webinar: Legacy Essentials - Bridging Generations
2022-06-09 13:00 - 14:00 UTC
Join Doug Ewing of Nationwide to discuss how you can help your clients realize their wealth transfer goals.
This presentation will cover:
– Why financial planners should take the lead in legacy planning
– Estate Planning and beneficiary designations
– Translating concepts into real life and connecting with the next generation
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Use promo code CECOACHING to register for free.
Register

Tuesday Morning Advisor Coffee: Business Development Through Passion Prospecting and Referrals
2022-07-05 09:00 - 09:45 UTC

Half-Time 2022 Webinar
2022-07-14 13:00 - 14:00 UTC
Have you been wondering how the first half of 2022 went in the markets?
Join us for our Half-Time 2022 Webinar where Greg Opitz, Executive Business Coach, and Scott Kubie, Senior Investment Strategist, look back at market behavior during the first half of 2022 and discuss how this behavior may affect the rest of 2022. They will also offer suggestions on how you can present this information to your clients.
All Carson Coaching & Content Members and your teams are welcome to attend!
Register

Monthly CE Webinar: How Medicare Changes Your Financial Planning Conversation
2022-08-04 13:00 UTC
Find out how your clients’ Medicare plans can change your conversations about their financial plans. Healthpilot’s Shannon Granahan talks about Medicare and the impact the right (or wrong) plan can have on healthcare costs during retirement. You’ll learn why you want to make Medicare part of your financial planning conversations, when to bring it up, and how your clients can use Healthpilot’s free online platform to find an unbiased Medicare plan recommendation tailored for their needs. Shannon also shares firsthand experience why Healthpilot is such a key part of this critical conversation.
• Why Medicare is an important part of your financial planning conversations
• When to bring up Medicare in your financial planning conversations
• How your clients can use Healthpilot’s online platform to find and enroll in the right Medicare plan for their needs
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Use the code CECOACHING for free registration.
Register

Tuesday Morning Advisor Coffee: Moving from Advisor to CEO
2022-10-04 09:00 - 09:45 UTC

Join Ron Carson and Burt White for Lunch in Chicago
2022-10-10 11:30 - 13:30 UTC
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, and Burt White, Chief Strategy Office at Carson, want to host you for lunch.
Join us on Monday, October 10 at 11:30 a.m. at Perry’s Steakhouse and Grille, 5 Oakbrook Center, Oak Brook, IL 60523.
This isn’t a presentation. Rather, it’s an open discussion among 12 Chicago-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:

Your vision for the future of your firm
How you’re providing value beyond a doubt to your clients
Where you see the industry headed
What you’re doing to stay ahead of the game and grow your firm

How you plan to avoid the plateau that plagues many advisors

Register today and we’ll be in touch to finalize the details.
Register

Join Ron Carson and Burt White for Happy Hour in Detroit
2022-10-10 16:30 - 18:30 UTC
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, and Burt White, Chief Strategy Office at Carson, want to host you for happy hour.
Join us on Monday, October 10 at 4:30 p.m. at Madam Restaurant in Birmingham.
This isn’t a presentation. Rather, it’s an open discussion among 12 Detroit-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:

Your vision for the future of your firm
How you’re providing value beyond a doubt to your clients
Where you see the industry headed
What you’re doing to stay ahead of the game and grow your firm

How you plan to avoid the plateau that plagues many advisors

Register today and we’ll be in touch to finalize the details.
Register

Join Ron Carson and Burt White for Lunch in Boston
2022-10-11 11:30 - 13:30 UTC
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, and Burt White, Chief Strategy Office at Carson, want to host you for lunch.
Join us on Tuesday, October 11 at 11:30 a.m. at Maggiano’s Little Italy Boston, 4 Columbus Ave, Boston, MA 02116.
This isn’t a presentation. Rather, it’s an open discussion among 12 Boston-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:

Your vision for the future of your firm
How you’re providing value beyond a doubt to your clients
Where you see the industry headed
What you’re doing to stay ahead of the game and grow your firm

How you plan to avoid the plateau that plagues many advisors

Register today and we’ll be in touch to finalize the details.
Register

Join Ron Carson and Burt White for Happy Hour in Philadelphia
2022-10-11 16:30 - 18:30 UTC
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, and Burt White, Chief Strategy Office at Carson, want to host you for happy hour.
Join us on Tuesday, October 11 at 4:30 p.m. at The Union League of Philadelphia, 140 South Broad Street, Philadelphia, PA. 19102.
This isn’t a presentation. Rather, it’s an open discussion among 12 Philly-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:

Your vision for the future of your firm
How you’re providing value beyond a doubt to your clients
Where you see the industry headed
What you’re doing to stay ahead of the game and grow your firm

How you plan to avoid the plateau that plagues many advisors

Register today and we’ll be in touch to finalize the details.
Register

Join Ron Carson and Burt White for Lunch in Atlanta
2022-10-12 11:30 - 13:30 UTC
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, and Burt White, Chief Strategy Office at Carson, want to host you for lunch.
Join us on Wednesday, October 12 at 11:30 a.m. at Ruth’s Chris Steak House, 11655 Haynes Bridge Road, Alpharetta, GA 30009.
This isn’t a presentation. Rather, it’s an open discussion among 12 Atlanta-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:

Your vision for the future of your firm
How you’re providing value beyond a doubt to your clients
Where you see the industry headed
What you’re doing to stay ahead of the game and grow your firm

How you plan to avoid the plateau that plagues many advisors

Register today and we’ll be in touch to finalize the details.
Register

Join Ron Carson and Burt White for Happy Hour in Charlotte
2022-10-12 16:30 - 18:30 UTC
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, and Burt White, Chief Strategy Office at Carson, want to host you for happy hour.
Join us on Wednesday, October 12 at 4:30 p.m. at Sullivan’s Steakhouse, 222 South Tryon St, Charlotte, NC 28202.
This isn’t a presentation. Rather, it’s an open discussion among 12 Charlotte-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:

Your vision for the future of your firm
How you’re providing value beyond a doubt to your clients
Where you see the industry headed
What you’re doing to stay ahead of the game and grow your firm

How you plan to avoid the plateau that plagues many advisors

Register today and we’ll be in touch to finalize the details.
Register

Monthly CE Webinar: Financial Planning in a Virtual World
2022-10-20 13:00 - 14:00 UTC
To thrive in the 21st century, Advisors need to rethink how they are delivering financial advice. Join Carson Coaching and Asset Map to learn how to create an amazing financial planning experience for clients in a virtual world:
Physical infrastructure needed for virtual financial planning
Digital infrastructure needed for virtual financial planning
Leading with advice “sales process” leveraged by visual planning technology
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
**Use Promo Code CECOACHING for free registration**
Register

Tuesday Morning Advisor Coffee: Blueprinting and Reflecting for Business Success
2022-11-01 09:00 - 09:45 UTC

Monthly CE Webinar – CFP Board New Code of Ethics & Standards of Conduct
2022-11-17 13:00 - 15:00 UTC
Join Managing Partner of Wealth Solutions, 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.
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.
**Use Promo Code CECOACHING for free registration**
Register

Tuesday Morning Advisor Coffee: Goal Setting and Strategic Planning
2022-12-06 09:00 - 09:45 UTC

Tuesday Morning Advisor Coffee: Improving Client Experience Through Communication
2023-01-03 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 = Professional development, time management, and efficiency
October = Making the transition from Advisor to CEO
November = Blueprinting for business and personal success
December = Goal setting and strategic planning

Register

Lunch with Ron in Kansas City
2023-01-10 11:00 - 13:00 (America/Chicago)
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, wants to host you for lunch at Sullivan’s Steakhouse, 4501 West 119th St., Leawood, KS 66209.
This isn’t a presentation. Rather, it’s an open discussion among 12 Kansas City-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:
• Your vision for the future of your firm
• Your biggest opportunity
• The most pressing challenge you’re facing
• How you’re providing value to your clients
• What you’re doing to stay ahead of the game and grow your firm
Register today and we’ll be in touch to finalize the details.
Register

Happy Hour with Ron in Dallas
2023-01-10 16:00 - 18:00 (America/Chicago)
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, wants to host you for happy hour at Eddie V’s Prime Seafood, 4023 Oak Lawn Ave Suite 100, Dallas, TX 75219.
Join us on January 10, 2023 at 4:00 p.m.
This isn’t a presentation. Rather, it’s an open discussion among 12 Dallas-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:
• Your vision for the future of your firm
• Your biggest opportunity
• The most pressing challenge you’re facing
• How you’re providing value to your clients
• What you’re doing to stay ahead of the game and grow your firm
Register today and we’ll be in touch to finalize the details.
Register

Lunch with Ron in Houston
2023-01-11 13:00 - 15:00 (America/Chicago)
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded decision-makers that have been there, done that.
Ron Carson, CEO and Founder at Carson Group, wants to host you for lunch at Ruth’s Chris Steakhouse, 5433 Westheimer, Suite 100, Houston, Texas 77056.
This isn’t a presentation. Rather, it’s an open discussion among 12 Houston-area advisors about our industry and what we are seeing as we balance being business owners and striving to provide value for our clients.
Get ready to share your story and go over:
• Your vision for the future of your firm
• Your biggest opportunity
• The most pressing challenge you’re facing
• How you’re providing value to your clients
• What you’re doing to stay ahead of the game and grow your firm
Register today and we’ll be in touch to finalize the details.
Register

Forecast 2023 Webinar
2023-01-12 13:00 - 14:00 (America/Chicago)
Wondering what the end of 2022 could mean for the beginning of 2023?
Join us for our Forecast 2023 Webinar where Greg Opitz, Executive Business Coach, and Ryan Detrick, Chief Market Strategist, look back at market behavior (from tantrums to fits of joy) during the last half of 2022 and consider how that may affect the first six months of 2023 and suggest how you present that information to your clients.
All Carson Coaching and Content members and your teams are welcome to attend!
Register

SECURE 2.0 Act: What Financial Advisors Need to Understand
2023-01-19 13:00 - 15:00 (America/Chicago)
The SECURE 2.0 Act does much more to live up to its name – Setting Every Community Up for Retirement Enhancement – than its predecessor by helping Americans save for retirement, aiding those nearing or in retirement, and incentivizing small businesses to offer retirement plans. As a financial advisor, your planning will change – from how you help clients with RMDs to important Roth provisions and changes to savings opportunities.
Attendees will walk away knowing:
• The major provisions of the SECURE 2.0 Act
• Important financial planning provisions and how to help clients adapt
• How RMDs and catch-up contributions will affect those in or nearing retirement
• Import Roth provisions that impacts retirement plans and Roth IRA rollovers
• What small business owners should know about newly created retirement plans
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Carson Coaching Members can use the code CECOACHING for free registration.
Register

Tuesday Morning Advisor Coffee: Balance, Fulfillment, and Harmony
2023-02-07 09:00 - 09:45 (America/Chicago)

Monthly CE Webinar: Tax Planning As a Year Round Sport
2023-02-23 13:00 - 14:00 (America/Chicago)
Champions don’t just get to hoist a trophy – they must work hard in practice, the pre-season and the regular season before the playoffs start. Similarly, advisors can provide tremendous value to clients by engaging in tax planning over the course of year, not just in the weeks before returns are due.
Join Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, and Ben Birken from Holistiplan as they break down how to:
• Identify the elements of a year-round tax planning service
• Clarify often misunderstood elements of tax calculations
• Communicate the value of tax planning to clients
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Carson Coaching Members can use the code CECOACHING for free registration.
Register

Tuesday Morning Advisor Coffee: Finetuning Operations and Processes
2023-03-07 09:00 - 09:45 (America/Chicago)

Monthly CE Webinar: College M.A.G.I.C. – a Proven Formula for Buying College Better
2023-03-16 13:00 - 14:00 (America/Chicago)
M.A.G.I.C. is an acronym that stands for Money, Academics, Genius, Ingenuity and Confidence. Join Beth Walker, Wealth Advisor with Carson Wealth and Cathy Copeland-Titus, Independent Education Consultant on March 16 at 1 p.m. CT as they explain how all these elements come together to create the optimal intersection of “fit” and affordability for a family.
• Paradigm Shift: why we need to buy college like we buy a house
• College FICO Score: how this student-centric approach to affordability puts families back in control
• Freshman Year for Free: what every advisor needs to know about saving families 25% on the cost of college
• COIs for College: who advisors need to work with to create better outcomes around college (and retirement!)
• Resources: where financial advisors can turn to serve families with college-bound kids
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Carson Coaching Members can use the promo code CECOACHING for free registration.
Register

Get to the “YES!”: How to increase trust, connection, & likeability in 3 minutes or less
2023-03-24 13:00 - 14:00 (America/Chicago)
Do you want to deepen relationships with current clients and quickly win new business? Do you have your sights set on retaining assets across multiple generations? If you answered YES, this session is for you!
Consumers today are not choosing advisors based primarily on credentials, experience, or rates of return; those are expected. Instead, they’re choosing advisors based on how an advisor makes them FEEL.That’s why if you want an edge (especially with Boomer females, Millennials, and GZ), you’ll want to communicate in a way that demonstrates your Emotional Intelligence (EQ).One powerful way to show EQ, is by leveraging a specific storytelling strategy- -your Personal Brand Why Story (PBWS). When you learn how package and share this story in a way that’s meaningful for your ideal clients, you’ll accelerate trust AND buy-in.
In this interactive presentation you will:
• Understand why after hearing your Personal Brand WHY Story, your ideal clients could be in a room full of your competitors and will still make a beeline for you!
• Experience first-hand how telling your Personal Brand WHY Story will increase trust, connection, and likeability in 3 minutes or less.
• Discover why humanizing yourself and your company is critical to the future of your business.
• Learn why sharing the right Personal Brand WHY Story is like pouring lighter fluid on all your conversations, presentations, and recruiting/marketing activities.
• Discover how top producers are using their stories to attract clients and get to the “YES!” quicker.
Dierdre Van Nest was one of our highest attended breakout sessions at Excell last year. She is a top-rated international Keynoter, Speaking Coach, Story Strategist, and the founder of Crazy Good Talks; a company devoted to helping financial professionals and entrepreneurs fast-track their Know, Like, and Trust Factor so they get to the “YES!” quicker. She welcomes your connection request on LinkedIn, and you can check out her services by going to www.crazygoodtalks.com and www.deirdre-speaking.com.
Register

Tuesday Morning Advisor Coffee: Marketing and Promoting Your Business
2023-04-04 09:00 - 09:45 (America/Chicago)
