Carson Coaching Online

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

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Lunch with Ron in Kansas City
2023-01-10 11:00 - 13:00
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
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
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
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!
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SECURE 2.0 Act: What Financial Advisors Need to Understand
2023-01-19 13:00 - 15:00
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.
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Tuesday Morning Advisor Coffee: Balance, Fulfillment, and Harmony
2023-02-07 09:00 - 09:45

Monthly CE Webinar: Tax Planning As a Year Round Sport
2023-02-23 13:00 - 14:00
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

Monthly CE Webinar: College M.A.G.I.C. – a Proven Formula for Buying College Better
2023-03-16 13:00 - 14:00
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.
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Get to the “YES!”: How to increase trust, connection, & likeability in 3 minutes or less
2023-03-24 13:00 - 14:00
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.
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Tuesday Morning Advisor Coffee: Marketing and Promoting Your Business
2023-04-04 09:00 - 09:45

2023 Tax Planning Summit - Presented by: Holistiplan
2023-04-20 11:30 - 15:00
Holistiplan’s Second Annual Tax Planning Summit is here to help you take your tax planning to the next level. Listen to industry experts Michael Kitces, Debbie Taylor, Jeff Levine, and Penny Phillips as they help you and your team deepen what you’re already doing and add new services for this year.
(all times eastern)
11:30-12:30 – Michael Kitces & Jeff Levine
12:30-1:30 – Penny Phillips
1:30-2:00 Break
2:00-3:00 – Debbie Taylor
Last year’s inaugural event was a massive success with more than 4000 advisors registered, and we expect more of the same positive response this year. This year’s event is especially aimed at advisors and their staff who are newer to tax planning or are more experienced but looking for a refresher.
We hope you’ll join us. We believe strongly in the power of tax planning to drive better outcomes for clients and advisors alike, so we are committed to helping advisors be as effective as possible as tax planners.
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Monthly CE Webinar: Delivering the Future of Investing to Your Clients
2023-04-20 13:00 - 14:00
Advisors who want to reach new clients, and retain their current ones, will need to find more ways to bring personalization to their practice. But it can be difficult and time-consuming to deliver portfolios that align with client values at scale, especially with new regulatory compliance considerations.
Join Gabe Rissman, co-founder of YourStake, to learn more about the growth of the values-based investing space, the challenges advisors need to consider, and ways to deliver more value to your client:
– The importance of understanding the right language to use around these themes with your clients.
– Understand the differences between “ESG”, “values-based”, “socially responsible”, and “faith-based” investing
– How you need to create and document your values-based investing processes to overcome regulatory scrutiny as the SEC continues audits in the wake of its
ESG risk alert
– How to offer personalized investments for your clients and deliver portfolios that have higher values alignment without sacrificing financial performance or
creating administrative nightmares.
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Members can use the promo code CECOACHING for free registration.
Register

Excell Roundtable - Alexandria, VA
2023-04-26 15:00 - 17:30
Let’s talk business growth … with advisors who’ve been there.

Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been there and done that.
Join a group of 12 growth-oriented advisors on Wednesday, April 26 and one of the most respected business coaches in the industry for:
Excell Roundtable
Wednesday, April 26, at 3:00 PM – 5:30 PM
Augie’s Mussel House – 1106 King St, Alexandria, Virginia, 22314, USA
No cost – we’ll provide the food and drinks!
Register today!

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Tuesday Morning Advisor Coffee - Cultivating the Next Generation and Mentorship
2023-05-02 09:00 - 09:45

Monthly CE Webinar: The Opportunity You Can't Afford to Miss: Small Business Retirement is Booming
2023-05-18 13:00 - 14:00
Join us for a live webinar on the Carson Complete 401(k) solution with our partner, Vestwell, an advisor-centric retirement plan provider. Matt Kory, VP of Retirement Solutions at Carson, and Christian Romano from Vestwell will discuss how and why advisors should leverage this solution and opportunity to provide retirement plans to small business owners. We will explore how significant regulatory and seasonal tailwinds facilitate the growth of your business, how our solution may fit into your practice, and answer any questions.
In this presentation we will cover:
– Why wealth advisors should be thinking about 401(k)
– Vestwell and Carson Complete overview
– Seasonal and regulatory trends to be aware of
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Coaching members can use the promo code CECOACHING for free registration.
Register

FinServ Foundation: Mentorship and Engagement
2023-06-08 13:00 - 14:00
Founded in 2020, The FinServ Foundation’s mission is to provide access and opportunity to the next generation of financial service professional through coaching, mentorship, and community. Carson Coaching members have the unique opportunity to learn about the requirements and apply to be mentors to our over 200 FinServ Fellows. Please join Dr. Julie Ragatz, Executive Director of the FinServ Foundation and Vice President of NextGen and Advisor Development at Carson Group, and Kellan Brown, FinServ Foundation Advisory Board Member and Senior Vice President of Strategic Partnerships at Finance of America Reverse, for a conversation on how to become a mentor for the next generation advisor.
Link: https://finservfoundation.org/
Contact information: julie.ragatz@finservfoundation.org
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Monthly CE Webinar: Implementing Estate Planning Education and Strategies to Empower Planning Centric Conversations
2023-06-15 13:00 - 14:00
Join Trust & Will’s Mitch Mitchell and Andres Mazabel, as they discuss the importance of implementing estate planning into an advisors practice. They’ll discuss the basics of estate planning, how to lead with education, estate planning strategies, probate, and how to build a scalable process that enables you to deepen client relationships.
This presentation will cover:
– Estate Planning basics to empower your clients build a meaningful legacy
– Estate planning strategies
– Incapacitation planning
– Probate Education
– Trust Funding Education
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
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Idea Decanter Webinar: 3 Must-Have Videos for your Website
2023-06-26 14:00 - 15:00
How do you bring your website to life? Adding videos to the most-viewed landing pages will help you connect with your prospects. And the best part is that you can create connection with those prospects when it’s convenient for them.. Finding the best places to post videos on your website can be daunting. You’ll learn three of the best places to begin.
Key Takeaways:
✅ Video ideas that are helping advisors convert prospects to clients
✅ Tips on the best place to put videos on your website
✅ Ways to make sure your videos get viewed
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Tuesday Morning Advisor Coffee - Building the Right Team
2023-07-11 09:00 - 09:45
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 = Canceled
July = Building the right team
August = Business development through passion prospecting and referrals
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

Half-Time 2023 Webinar
2023-07-13 13:00 - 14:00
We’re already approaching the halfway point of 2023, which means it’s time for Half-Time 2023. 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 Ryan Detrick, Chief Market Strategist, as they review the Half-Time 2023 presentation. See what key points you should be highlighting with your clients as you analyze the market for 2023 and beyond. All Carson Coaching and Content members and your teams are welcome to attend!
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Monthly CE Webinar: Maximizing Your Value
2023-07-20 13:00 - 14:00
Every advisor and every client are different. A lot of what we think is best is highly subjective. Spend some time with our resident quants to explore what empirically makes the most significant difference in client lives. This ultimately results in better client results, fostering happier, more fulfilling client relationships and (usually more referrals).
Join Carson Coaching and Adam Grealish, Altruist’s Head of Investments, on Thursday, July 20th at 1 pm CT for a discussion on:
Understanding drivers of client financial outcomes and range of impact each may have on client outcomes.
Understanding tax management strategies and potential benefits they may offer a client.
The impact of portfolio management choices on portfolio performance and investor behavior.
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
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Monthly CE Webinar: The Financial Advisor’s Guide to Open Enrollment for Medicare and the Marketplace
2023-08-24 13:00 - 14:00
Open Enrollment is a specific time of the year when you can modify your Medicare or Marketplace coverage — if only it was that simple! There is a lot of nuance to the timing and types of changes that can be made, which offers an opportunity for advisors to showcase to clients their proactive, planning-oriented services and demonstrate value.
Join Carson Coaching and Christine Simone, CEO of Caribou, on Thursday, August 24 at 1 pm CT for a presentation on Medicare Open Enrollment, providing an overview of its pieces and parts, what they cover, and their general associated costs. With those basics understood, it will then go into the many types of modifications that can be made during Medicare Open Enrollment, running annually from Oct 15th – Dec 7th. It will also cover the case studies and direct cost savings opportunities of going through this exercise with clients as part of your financial planning process.
This is a Continuing Education (CE) webinar. Live attendees will be eligible for one hour of CFP and/or The American College CE credit.
Register

Tuesday Morning Advisor Coffee - Personal Development for Professional Development
2023-09-05 09:00 - 09:45
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

Register

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.
Register

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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