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


SKU: CCOPro Category: