Coach’s Playbook: Insights About Our Profession
After talking with more than 5,000 financial advisors, we’ve found a lot of takeaways that you’ll want to know to take your practice to the next level.
Ron Carson and Executive Business Coach Greg Optiz discuss current findings about the financial advisory profession – gleaned from talking to more than 5,000 advisors and conducting extensive industry research. We cover:
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Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services
How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks …
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You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power …
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Excell 2024: Get to Know Mainstage Speaker Liz Bohannon
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and …
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ReFrame | Kellan Brown
Discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also …