Prosper Through Market Volatility
In a time of volatility in the market, it can be difficult to see where opportunity lies. Many of our clients are looking for direction on where to go or what do do next. How can you educate and motivate them without applying too much pressure?
Join Carson’s Director of Retirement Research Jamie Hopkins, VP Coaching & Consulting Sarah Cain, and Executive Business Coach Greg Opitz as they share insights on how to approach a five-point plan for advisors that can help turn volatility into opportunity.
You’ll learn:
How to conduct a proactive outreach
What planning pieces can add the most value for your clients
Tips on how to take care of your team
And more!
Share Post:
Recent Posts
Blog
The 6-Step Goal Setting Framework: Forget Realistic, Go Big in 2025
I can’t stand realistic goals. I can’t stand them because who decides what “realistic” actually is? Who is the person who comes down and tells you, “You know what’s …
Blog
How Advisors Can Delegate, Innovate, and Elevate
Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, …
Blog
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy
Is traditional behavioral finance missing the mark? Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that …
Blog
Delegation FTW: Using AI for Routine Communication Tasks
Generative AI is increasingly being used by knowledge workers—like financial advisors. In a recent episode of Facts vs Feelings, Carson’s Chief Strategy Officer Dani Fava noted that 78% of …
