Carson Coaching Online

Delivering Remote Financial Advice
2020-07-28 11:00 - 12:00 (America/Chicago)
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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