Carson Coaching

It's the start of a new month, and you know what that means: 𝗶𝘁'𝘀 𝗻𝗲𝘄 𝗖𝗮𝗿𝘀𝗼𝗻 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗖𝗵𝗿𝗼𝗻𝗶𝗰𝗹𝗲 𝘁𝗶𝗺𝗲! This month, we're talking about how to create a stellar employee experience so you can retain talent and provide better client experience. In this month's issue, you'll find: 📊 Top-of-mind stats and facts, including that a majority of people believe the U.S. is in a recession and 70% of people are living paycheck to paycheck. ⚡Guidance from Michael Rose on how to get from where your firm is to where you want it to be by paying greater attention to your staffing model. 🚀 Ideas from J.J. Peller on how to incorporate more flexibility and other things employees want to keep them happy and making clients happy. 💡 The inside track from the Jessica Colston, MS, PCC, Tammy Breitenbach, ACC, MBA and J.J. Peller, including insights on how you can get out of your own way (hint: you should delegate and focus on potential gains versus focusing on losses) ✉️ Invitations to some free events we've got for you this month, including a FREE group coaching call (co-powered by the Financial Planning Association (FPA) led by J.J. Peller. Come ready to discuss and ready to take away some ways to make your stakeholders into raving fans. Check out this month's issue for more valuable insights! Sarah M Cain, ACC, CBC, CPC, Aaron Schaben, Greg Opitz, Nicole Jahn-Gruber (Iteffa), Ana Trujillo Limón, MBA, Samantha Allen, Joey Guidry, Amanda Bearden, Jacob Bleicher, CFA, Erin Wood CFP®, CRPC, FBS®, Jessica Golson, CIPM, Ben Lewis

Key Themes from our group working session at the Excell Represent Leadership Summit today. Our discussions shed light on crucial issues affecting women's retention in the industry: 🔹 Pairing & Connection: - Need for better pairing among women to combat loneliness and isolation. - Importance of access to influential people and centralized ways for women to connect post-events. 🔹 Inclusivity: - Avoiding alienation of male allies. - Creating programs for men who genuinely want to help, foster, and recruit women. 🔹 Mentorship & Sponsorship: - Mentoring men to bridge generational gaps. - Addressing 'queen bee' or 'scarcity' mindsets among women leaders. - Exploring ways to reward empathy and compassion to help eliminate bro culture. 🔹 Partner Development Program Success: - Recognizing the success of the program. 🔹 Early Networking: - Ensuring women learn the art of networking early. - Providing alternative venues for networking, similar to men's traditional venues like country clubs and golf courses.

Welcome back from the long weekend, everybody! We're celebrating our return to the office with our latest issue of the #CarsonCoachingChronicle, which dives into the art of the continuity plan. There are two types of continuity planning, writes Jessica Colston, MS, PCC in both her articles this month. In this issue of the Chronicle, we have: 👉 The foundational things you need in place before you put together your operational and key person continuity plans. 📚 Reading recommendations that will make you a better manager. 🎁 Invites to some of our free events this month. 🧠 Advice on how to improve your mindset. Happy reading!

Join us on Tuesday July 16 at 11:30 a.m., CT as Ana Trujillo Limón, MBA chats with industry mentorship expert Kellan Brown (who also was a mentor to last month's #ReFrame guest Amanda Bearden) to talk about: 🤝 Mentorship 🔓 Sponsorship 👑 The Queen Bee syndrome https://lnkd.in/gA_Ta7qR

What happens to your firm if you – or your firm’s leader – were to have an accident while traveling? Would things still run smoothly? One way to make sure things do run smoothly is to have a key person continuity plan in place, writes Jessica Colston, MS, PCC.  But you have to have four things in place to make your key person continuity plan more solid:   ✅ Updated valuation  ✅ Insurance analysis  ✅ Updated procedures manuals for your firm   ✅ Access to any templates for continuity plans from your compliance department or regulatory bodies Read more in Jessica’s blog post: https://lnkd.in/geuQ4k_D 

Do you often have a ton of tasks on your to-do list that you don't get to? Do you push them back to the next day? Then the next? Jessica Colston, MS, PCC says that when this happens, get your list of undone to-dos at the end of the week take and assign the tasks any of the 4 Ds: 💡𝗗𝗼 𝗶𝘁. Schedule time the following week to complete the task. 💡𝗗𝗲𝗹𝗲𝘁𝗲 𝗶𝘁. Decide that the task is something you 𝘳𝘦𝘢𝘭𝘭𝘺 need to do. If not, delete it from your to-do list. 💡𝗗𝗲𝗹𝗲𝗴𝗮𝘁𝗲 𝗶𝘁. Delegate it to a team member who might have capacity and interest. 💡𝗗𝗲𝗳𝗲𝗿 𝗶𝘁. If the task isn't urgent or important, defer it to a later time. Hear more #CoachTips from this video: https://lnkd.in/g9uUd4UZ

🌟 I am honored to be speaking at #FPAAnnualConference in September! Join me for an unforgettable experience filled with actionable insights, thought-provoking discussions, and great networking opportunities. Let's shape the future of financial planning together! Register now: bit.ly/4cx1IT3

Join us for a free Group Coaching Call, co-powered by the Financial Planning Association (FPA), where we’ll dive into key things to keep in mind when building your continuity plan. Register for the call, which will be at 1 p.m., Central, on July 9

Regularly checking in with your employees is a critical element to avoiding burnout, which is high in the financial sector, writes J.J. Peller in the latest issue of the Journal of Financial Planning. J.J. advises checking in regularly with your employees (monthly or quarterly) to prevent burn out. Ask them questions like:  ❓ What do you love doing?   ❓ What lights you up?   ❓ What are you most enjoying about your work?   ❓ What do you not like about your work right now?    Read J.J.’s full article for a deeper dive into this topic: 🔗 https://lnkd.in/gRtgJGg8 

Would you like to learn more about investing trends and the power of diversity? Stream now this week’s episode of Framework, where Jessica Golson and Erin Wood highlight the importance of personalized investment strategies and the impact of female leadership. Don’t miss their insights on how inclusivity and representation are shaping the future of finance. https://bit.ly/45GeHio #Framework #InvestingTrends #DiversityInFinance #WomenInLeadership #PersonalizedInvesting