“I saw coaching as a chance to take a few of these ideas I’ve seen over the years and really do something about them – it added a layer of implementation and accountability.”
If Edgemoor Investment Advisors was going to grow, they knew they were going to need some big picture help. That’s when they turned to a Carson Coach, who helped their team see the bird’s eye view of his firm and the business they were doing. This is the story of how they broke free of the plateau they had been stuck on and found their way onward and upward.
You’ll learn:
How coaching and a coaching cohort adds accountability and structure to the learning process.
How client advisory boards add dimension to your current practice and can help you improve processes.
How a coach’s insight can help you see around common obstacles in advising and running a firm.
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 …