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.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
