Forecast 2021 Webinar
Wondering what the end of 2020 could mean for the beginning of 2021? Join us for our Forecast 2021 webinar where Greg Opitz, Executive Business…
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Tuesday Morning Advisor Coffee: Running a Two-Generation Business and Transitioning to the Next Generation of Leadership
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Tuesday Morning Advisor Coffee: Hiring Interns and Running a Meaningful Internship Program
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Monthly Practice Management Webinar: Role of Alternative Investments in Planning
Hosts: Jamie Hopkins, Managing Director of Carson Coaching; Rob Swan, Portfolio Manager and Chief Operating Officer at Swan Investments; and Marc Odo, Client Portfolio Manager…
Tuesday Morning Advisor Coffee: Hiring that Elusive “Great Employee” and Tips on Motivating Staff
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Tuesday Morning Advisor Coffee: Firm Leadership – Laser Focus on Right Activity
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Monthly CE Webinar: Tax Planning Opportunities for Small Business Owners Before April 15th
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching, for this month's live CE…
Tuesday Morning Advisor Coffee: Charging for Financial Planning and Transition Consulting for Business Owners
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Tuesday Morning Advisor Coffee: Concepts for Successful Mergers & Acquisitions
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Monthly Practice Management Webinar: Creating An Efficient Tax Planning Offering For Your Clients
Join Jamie Hopkins, Managing Director, Carson Coaching and Kevin Lozer, Co-Founder of Holistiplan to talk through how you can provide efficient tax planning – often…
Tuesday Morning Advisor Coffee: Having a Successful Study Group
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
Tuesday Morning Advisor Coffee: Powerful Passion Prospecting
Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…