Carson Coaching Online Pro
$295.00 / month
A learning and community platform for advisors who want to gain crucial skills, find answers to pressing questions, and access a library of resources created by and for advisors. Carson Coaching Online Pro is an enhanced experience that includes client materials, guidance and accountability.
On-Demand Learning
- Specialized financial planning courses
- Practice management courses
- Monthly webinars
Exclusive Resources
- Preferred pricing to strategic technology partners
- Exclusive live events
- Community forum
Tools and Process Materials
- Proven Process guides, workbooks and checklists
- Business Process templates
- Job descriptions and HR resources
Client-Ready Tools
- Weekly Market Commentary
- Client-facing presentations
- Meeting checklists
- Prospecting tools and call scripts
- Lead generation materials
- Market Commentary
Added Accountability
- One 55-minute coaching call per calendar year
- Support and guidance through quarterly check-in emails
- Ongoing customer service
