Change Management Expert Gerry Herbison Joins Carson Coaching

Posted on April 8, 2020

Omaha, NE – April 8, 2020 Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has added Dr. Gerry Herbison, DBA, ChFC®, CFP®, CASL®, CLF, to its roster of executive business coaches. Herbison specializes in change management and leadership development, having studied the best practices of top-performing field leaders and advisors for decades.

Founded in 1993, Carson Coaching is a leading national financial advisor coaching and resource program with more than 1,200 coaching members and 5,000 graduates. It is designed to help growth-minded advisors build their businesses through coaching support, proven tactics and accountability that drive proven results. The program includes more than 10 coaches with a combined 150 years of experience guiding advisors in matters of business and growth. Carson’s network of advisors serves more than 32,000 families across the United States.

“Advisors, their teams and their clients have seen a great deal of upheaval in 2020 due to the Coronavirus surge and subsequent market volatility,” said Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, managing director of Carson Coaching and director of retirement research for Carson Group. “Not only are they managing their own emotions and actions, but guiding those of their clients as well. I have known Gerry for many years and his expertise in change management and leadership is top notch—he is eager to help advisors in the Carson Coaching network navigate this new normal and the potential for increased volatility and disruption in the coming months. There’s no better time to have a coach like Gerry and I feel privileged to add him to our team.”

Dr. Herbison said, “Joining the Carson Coaching team is one of the most important opportunities of my career, at one of the most critical times in our industry. Advisors and the families they serve are looking for guidance, advice and support more than ever, and the compassion and innovation at Carson is second to none.”

Dr. Herbison is also the Adjunct Professor of Leadership and Practice Management at The American College of Financial Services and previously served there as a full-time Assistant Professor of Management Studies and the Leadership Programs Director. Prior to joining The College, he worked as a Registered Representative, Investment Advisor, and Regional Vice President for AXA. During his 10-year tenure with the company, he was honored as an Elite Regional Vice President.

Dr. Herbison holds CFP Certification, and earned the following American College designations: Chartered Financial Consultant (ChFC) in 1998, the Chartered Advisor for Senior Living (CASL) in 2005, and the Chartered Leadership Fellow (CLF) in 2010. He holds a B.S. in Training Design, and completed the Masters of Science in Management (MSM) degree at The American College in 2008. He completed his doctoral degree in Business Administration at Wilmington University in 2013.

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was awarded a Best Places to Work in FinTech by American Banker.

Learn more about Carson Coaching