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Solutions
Solutions
Choose the best coaching option for your firm.
Explore Coaching
Executive Business Coaching
Dedicated consulting to help optimize your firm.
Carson Coaching Online
Courses and resources designed to help you grow.
Specialty Coaching
Specialized advice when you need it.
Group Coaching
A group coaching program that is a source for community and development.
About
About
Learn more about us and how we help advisors.
Explore Coaching
About
We make the complex simple for advisors and the clients they serve
Our Team
Meet the team devoted to providing you the best solutions possible
Our Members
Learn how our coaches help advisors grow their businesses
Events
Hear from keynote speakers and industry thought leaders at different events across the country
Insights
Insights
Articles and advice to help your firm reach its full potential.
Explore Coaching
Blog
The latest insights from experts in the industry.
Framework Podcast
Explore the financial profession with top names in the industry.
Webinars
Can’t get out of the office? Learn right from your desk.
Resources
Download resources designed to help you reach your goals.
Newsletter
Stay up to date with the latest finance centric articles.
Schedule Your Free Call
Growth Accelerator Program Application
Personal Information
Name:
*
Pronouns:
DOB:
*
Email:
*
Phone:
*
Firm Name:
*
BD or RIA:
*
AUM - Advisory:
*
AUM - Non-Advisory:
*
Date Entered Industry:
*
Date Became Advisor:
*
Designations and/or Licenses Held:
*
Background
1. What is your educational background?
*
2. What is your professional background?
*
3. What three things do you want to achieve by participating in this program?
*
4. What are three things you can contribute to the group and/or each members’ success?
*
5. Why are you excited to fully participate and maximize the value you gain from this program?
*
6. Please list the professional organizations of which you are a part of:
*
7. Have you participated in a coaching program before? If so, what was your experience like?
*
8. Are you an FPA member?
*
Select one
Yes
No
9. Cohort Start Date
*
Select one
September 2023
January 2024
April 2024
September 2024
10. How did you hear about EAGA?
11. What obstacles are preventing you from achieving the growth you desire?
*
I don’t have the time to focus on business development
I don’t know what I should be doing to grow my business
I don’t feel I have the business development skills I need to reach my goals
I don’t have the confidence in prospecting conversations to reach my goals
My close ratio is not as high as I would like it to be
I’m not sure
Other (describe below)
Description for other:
*
Agreement
How will you be paying for the program?
*
Self pay
Sponsored by firm
Please check the appropriate description of your coaching or partnership status:
*
I am personally a Carson Coaching member
I work at a Carson Coaching member firm
I work at a Carson Partner firm
I am not currently affiliated with a Carson Coaching member or Carson Partner firm
By submitting this application, you agree to the following:
This is designed to be a transformational program that allows advisors to make rapid progress. This requires a supportive environment where participants feel comfortable to share their personal challenges and learnings.
First and foremost, we expect and encourage interactions that foster support of one another.
Discriminatory, hurtful, or negative behavior and comments will not be tolerated and may be grounds for removal from the program.
During the course of the program, participants may disclose personal and sensitive information; participants are expected to maintain the confidentiality of other participants and what is shared in each session.
Participants should ensure that they are in a confidential, quiet space when attending group calls.
Participants are expected to complete the assigned individual work between sessions and show up prepared to share with the group.
This program requires participants to both do the work AND show up to sessions for maximum results. If participants show up to two sessions without having completed the individual work OR miss more than one group session, they will be removed from the program without a refund.
Group coaching is designed to be interactive -- participants are expected to share and be an active participant in every session.
This program is delivered via video conference software. Participants are expected to have a quality webcam, audio, and internet service.
Participants agree to have their contact information (name, firm name, email address, phone number) shared with other participants for small-group coordination and other program-related communication purposes.
Participant Signature:
*
Please enter your name in lieu of a signature
Sponsor Name:
Sponsor Email
We reserve the right to reach out to any sponsors to verify that you are a fit for the program.
Comments
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