The Financial Planning Association has entered into a three-year partnership with Carson Coaching, making the Ron Carson business its official coaching partner.
“The partnership is focused on supporting the business and leadership needs of FPA members and provides financial professionals with access to a wide range of services provided by Carson Coaching,” the FPA said in a release.
The program will provide complimentary access to Carson Coaching’s online platform, which offers on-demand coaching with 30 select courses; monthly, virtual group coaching sessions that cover a variety of business-building topics; discounts for Carson Group’s one-on-one executive business coaching; discounts to participate in Carson’s Emerging Advisor Growth Accelerator Program; discounts to local workshops and community-building events throughout the year and Carson’s annual conference in Las Vegas in September; access to video content and articles; and the ability to tap Carson coaches for speaking engagements.
“As they have in the past, Carson will continue to sponsor FPA conferences and provide memberships for their advisers," said Ben Lewis, the FPA's chief communications officer. "However, the real value of the program comes from being able to offer our members solutions that can help them build their businesses and best serve the needs of their clients.”
NFP data shows an engagement gap is holding back retirement readiness despite high trust.
Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
