In our 2023 State of Women in Wealth Management Research, we found that sponsorship was critically important to advancing women in the industry. But sponsorship isn’t easy. It: ✅ Takes time to build a relationship strong enough to make somebody comfortable enough to recommend their sponsee for opportunities. ✅ Requires sponsors to put their relational capital on the line for somebody else. ✅ Requires sponsees advocate for themselves and be proactive in showcasing their skills and potential to sponsors. Learn more about how to be an effective sponsor and sponsee and address the challenges facing women in the industry by signing up for our Women in Wealth newsletter: https://lnkd.in/g8WQHbRy
Carson Group
Financial Services
Omaha, NE 9,642 followers
Run your business. Grow your business. Love your business.
About us
The information included on this website is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners is a network of advisors offering advisory services through CWM, LLC, an SEC Registered Investment Advisor.
- Website
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http://www.carsongroup.com
External link for Carson Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Omaha, NE
- Type
- Privately Held
Locations
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Primary
14600 Branch St.
Omaha, NE 68154, US
Employees at Carson Group
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Dirk Carson
Principal @ Carson Group | Creating the Improbable - Fixing the Unfixable
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Jon Reidenouer
Vice President, Business Consulting at Carson Group
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Dan Marquis
Highly-accomplished corporate finance, capital markets and strategy professional
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Scott Conroy
Managing Partner of Business Consulting, Service, and Training
Updates
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You need creativity in business—especially when you’ve just started your own firm and don’t have all the resources you might need. Kyle Scheele, aka the Patron Saint of Crazy Ideas, said “Creativity is about how do I get this job done when I don’t have the resources that I feel like I would like to have, I don’t have the time, I don’t have the team, I don’t have the money. That’s where creative work comes into play.” How many times have you needed to get super creative with your work? Kyle will take the Excell stage to share with our Partners and Coaching members how to: ✅ Harness their capacity for creativity ✅ Get better ideas from themselves and their team ✅ Avoid idea killers. We look forward to seeing what creative ideas our Carson Partners and Coaching members will take home and implement in their firms!
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Market trends can be unpredictable, especially when it comes to political shifts and their impact. But that’s what makes the financial world so fascinating, right? This week on Facts vs Feelings, Ryan Detrick and Sonu Varghese unpack the surprising turn of events when President Biden stepped down from the elections. Check it out! 🎧 https://apple.co/4debhG1 🎧 https://spoti.fi/4dawMHE 👀 YT: https://bit.ly/3YgOSni #FactsVsFeelings #MarketTrends #PoliticalShifts #PresidentBiden #AdaptableMarkets
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🧠🔍 Dive into AI in financial services with our latest Framework podcast episode! Dr. Eric Ludwig and Dr. Chet Bennetts share their journey into AI research, highlighting a critical point: “At the end of the day, especially if you're using it with clients, you and your compliance department are going to be the ones responsible if the information is inaccurate.” It's a powerful reminder of the balance between technological innovation and ethical responsibility. Listen now to discover how AI can streamline your workflows and enhance client interactions, while keeping compliance top of mind. https://bit.ly/3yjb5Gx 📢 Join the conversation in the comments below and share your thoughts! #AI #FinancialServices #Compliance #Framework #Fintech #EthicalAI #ClientInteractions #FinancialAdvisors
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Ted Motheral, Partner, Potomac Law Group, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the legal side of the transition process. Topics of Discussion: - Why to hire an M&A attorney instead of a family attorney. - The importance of personal goodwill. - What sellers should expect from an asset purchase agreement. - The demise of non-competes clauses.
Know Your Worth | Ted Motheral
www.linkedin.com
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AI’s accuracy heavily depends on the quality of info it receives. On this week's Framework podcast, Eric Ludwig and Chet Bennetts reveal the power of well-trained AI. “The more good information AI has, the better the response is,” they explain. Our guests delve into the nuances of prompting and the significant benefits of AI for financial advisors, from research to client interactions. 🎧 https://bit.ly/4cSbUFn Don’t miss out! Engage with us and share your experiences with AI in the financial sector. #AI #FinancialAdvisors #Framework
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Inflation has been a hot topic, but is it still a problem? On our newest Facts vs Feelings, Ryan Detrick and Sonu Varghese discuss CPI data showing the inflation problem is behind us. Play now! 🎧 Apple: https://bit.ly/3Y51iOP 🎧 Spotify: https://spoti.fi/3WqZeiU 👀 YT: https://lnkd.in/gKDX-NAR #FactsVsFeelings #Inflation #CPI #Economy #FinancialInsights
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Michele Schreck, wealth advisor at Carson Wealth, said Excell is the perfect place to connect with other advisors. “It’s a great way to share new ideas, hear new things, and even communicate some great ideas and things we’re doing,” Michele said. Plus, it’s a great place to network and reconnect. Michele said Excell is “thoughtful, insightful, and just plain fun.” We can’t wait to create magic and hear new ideas with Michele and the rest of our Partners and Coaching members Sept. 9-11 in Orlando!
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Get ready to learn about using AI in the financial services industry with us! 🎧 Next week's episode of the Framework Podcast features a lively discussion with Dr. Eric Ludwig and Dr. Chet Bennetts, who share their unconventional journeys into finance, their groundbreaking research on AI, and practical tips for leveraging technology in your practice. From AI hallucinations to effective prompting, this episode is packed with insights that could reshape your approach to financial advising. Tune in to discover how AI can streamline your workflow and enhance your client interactions while staying aware of its limitations. #StayTuned! #FinancialAdvisors #AIFinance #DigitalMarketing #Framework
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How do markets react to unexpected events? This week on Facts vs Feelings, Ryan Detrick and Sonu Varghese touch on the Donald Trump incident on the weekend and how markets respond to unforeseen events. Check it out! 🎧 Apple: https://bit.ly/3Y51iOP 🎧 Spotify: https://spoti.fi/3WqZeiU 👀 YT: https://lnkd.in/gKDX-NAR #FactsVsFeelings #MarketInsights #InvestmentStrategies #FinancialPodcast #EconomicAnalysis