Carson Group

In this month’s Know Your Worth livestream, Carson’s Michael Belluomini and Jeff Harris welcome Jacqueline Martinez, Managing Partner at Alaris Acquisitions. They’ll go through the transition process after an M&A deal, including how transitions typically work, what sellers can do to get their clients to move over, and more! It all takes place Thursday, July 11, at 11 a.m. CT. Don’t miss it! https://lnkd.in/gEMtED7P

Discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also like to get Kellan’s perspective on things we should address in the 2024 State of Women in Wealth Management Research.

Pew Research Center found that even though women contribute as much, or more, to the household financially – they are still providing a disproportionate amount of time to home duties and caregiving, dubbed “the second shift.” 🏠 🧺 And only 18% of the women surveyed in our 2023 State of Women in Wealth Management report said they were “always” able to balance their personal and work obligations. Yet, 50% of men surveyed said the same. Will that change in our 2024 research? Sign up for our Women in Wealth newsletter to find out: https://lnkd.in/g8WQHbRy

After “crushing” the Bloomberg Brackets for a Cause competition in 2021, besting Bill Ackman, Jenny Johnson convinced the powers that be to also include a competition for the women’s bracket. “I finally said, ‘You guys it’s embarrassing. The world is talking about trying to get more women in asset management and you’re not even covering the women’s bracket, you should add it,’” Johnson said. So they did. And guess what? She won that bracket, too! Check out our blog post to find out how else Jenny has used her power to make a positive impact 🔗 https://bit.ly/3xsCsOb

Underneath the surface, the economy’s engine is revving up! Key sectors are accelerating beyond pre-pandemic levels! In the newest Facts vs Feelings, Sonu Varghese highlights the significant strides in vehicle assemblies, AI’s impact on tech production, and the breakthrough in electrical equipment output since 2019. Tune in now! 🎧 https://bit.ly/3L0DsfC 🎧 https://bit.ly/4bfZ2aF 👀 https://bit.ly/3ziWDPf #FactsVsFeelings #EconomyGrowth #TechAdvancement #AutoIndustry #AIRevolution

Tune in to 'Know Your Worth'. We're diving into expert insights, sharing real-life case studies, and giving you practical tools to boost your M&A strategy and and understand the options for succession planning. Stay ahead in the fast-paced world of wealth management mergers and acquisitions with our engaging livestream sessions.

Are you riding the S&P 500’s wave of all-time highs? With a record-breaking 31 new peaks this year, the market’s momentum is undeniable. What does this mean for the rest of the year? In this video clip of this week’s episode from Facts Vs Feelings, Ryan Detrick highlights the significance of these milestones and what they could signal for investors as we approach the second half of the year. Play now! 🎧 https://bit.ly/3L0DsfC 🎧 https://bit.ly/4bfZ2aF 👀 https://bit.ly/3ziWDPf #FactsVsFeelings #SP500 #Investing #StockMarket #MarketMomentum

What an incredible evening in New York City at the InvestmentNews Awards! Several executive leadership team members had the honor of representing Carson Group as a finalist for the DEI Organizational Effort of the Year. Although we didn't take home the award, we had a wonderful time celebrating the change-makers of our industry and the milestones we've crossed in 2023. Congratulations to Females and Finance for winning the DEI category and for their outstanding contributions! 🎉 Here's to continuing our journey towards greater diversity, equity, and inclusion in the world of finance. 🌐💪

Celebrating Pride Day at the office yesterday was an absolute blast! Our entire team came together, decked out in our Pride gear, showing off all the colors of the rainbow. 🌈 It's moments like these that remind us of the importance of unity, inclusion, and celebrating diversity in the workplace. 🏳️🌈✨ #PrideDay #LoveIsLove #Inclusion #Diversity

Among some of the advice to women next-gen professionals in our 2023 State of Women in Wealth Management report were: 💡 Get your certifications and licenses 💡 Build and lean on your network for community and opportunities 💡 Find the right business model and firm culture for you. If you haven’t checked out the 2023 report, be sure to download it here: https://lnkd.in/eA9kRwQF Then, you can sign up to help shape the 2024 research and/or stay up to date on our findings here: https://lnkd.in/g8WQHbRy