Excell 2019

Carson Group's Pierson: What's next for advisers?

May 17, 2019 | Runtime: 4:14

What are the big trends impacting advisers? Laura PIerson of Carson Group explains what she's hearing from Excell 2019.

What is your unique value proposition?

May 17, 2019 | Runtime: 1:59

Most advisers are a mile wide and an inch deep when they should be more focussed. Tim Hawkins said advisers need to find their focus and stick to it.

Banking solution for independent advisers

May 14, 2019 | Runtime: 5:28

RIAs have lagged the big wirehouses when it comes to offering customized banking solutions. Carson Group's Ron Carson has partnered with Galileo for a new offering that could create complete account transparency. Learn more.

3 steps to a better client experience

May 17, 2019 | Runtime: 4:43

Client experience is critical for advisers that want to build their practice. Carson Group's Aaron Schaben pays off a bet and offers some insights.

What to do when an adviser acquisition goes wrong

May 17, 2019 | Runtime: 1:29

Sometimes the best way to make a deal is to learn from the mistakes of other advisers. Jim Hyre of Hyre Personal Wealth Advisors explains the mistake his firm made by not focusing on culture.

Want to find qualified next gen advisers? Its time to go back to school

May 14, 2019 | Runtime: 2:32

Advises continue to complain about the lack of next gen talent, but Carson Group is doing something about it. The firm has partnered with Barron's on a new initiative to target colleges. Learn more about the new project.

Finding your purpose and passion

May 17, 2019 | Runtime: 3:02

It required playgrounds in South America to help financial adviser Jim Quigley to find his purpose. Learn how his work helped him in his practice.

Financial planning for today instead of just for retirement

May 17, 2019 | Runtime: 2:12

Money remains the biggest stressor for Americans today. Carson Group's Erin Wood offers some strategies to help put your clients' minds at ease.

Scaling strategy: Fish where the fish are

May 17, 2019 | Runtime: 2:17

To grow his business, Jared Reynolds learned all he needed to learn from his father, a professional bass fisherman. If you follow your passion, the business will find you.

Jamie Hopkins: Depression risk in retirement

May 17, 2019 | Runtime: 1:50

Depression is a real risk in retirement. An adviser needs to play an important role in keeping an eye out for red flags to identify depression risks, said Jamie Hopkins of Carson Group.

Videos 1-10 of 17

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