We're about to board our flights! ✈️ Who will be be seeing at #PartnerSummit and #Excell? And what are you most excited about? And if you need some reading material for your flights, check out our latest #CarsonCoachingChronicle: https://lnkd.in/gWZ_KQjh
Carson Coaching
Financial Services
Omaha, NE 2,481 followers
Carson Coaching is a proven path forward for advisors who want to get focused, re-energized and on the fast track to gro
About us
Carson Coaching is a proven path forward for advisors who want to get focused, re-energized and on the fast track to growth and fulfillment. Advisors in the Carson Coaching community come together to share their wins, build relationships and hold each other accountable. Here’s what you can expect: • Ongoing content from the experts at Carson Coaching • Engaging conversations with independent advisors like you • Notifications of new Excell events happening throughout the year
- Website
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www.carsoncoaching.com
External link for Carson Coaching
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Omaha, NE
- Type
- Privately Held
- Founded
- 1993
- Specialties
- Speaking, Digital Marketing, Business Growth, Human Capital, Systems & Operations, Prospecting, and Leadership
Locations
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Primary
14600 Branch St.
Omaha, NE 68154, US
Employees at Carson Coaching
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Ron "Omani" Carson (he/him)
Founder and Chairman of Carson Group - Entrepreneur, Financial Advisor, Philanthropist, NYT Best-Selling Author, Thought Leader
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Ellen Konsdorf
Executive Business Coach at Peak Advisor Alliance
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Matt Harwell
Hospitality Professional | Actor
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Kayleen Harmel
Operations Associate at Carson Group Coaching
Updates
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Who will we be seeing at Excell? Jessica Colston, MS, PCC Sarah M Cain, ACC, CBC, CPC Greg Opitz Tammy Breitenbach, ACC, MBA Michael Rose J.J. Peller
Just 2 days left until we kick off #Excell! The excitement is building, and we can’t wait to gather with the best in the industry. Whether you’re attending for the first time or a seasoned Excell veteran, this is your moment to engage, elevate, and grow! 📈 Pack your bags and get ready for a transformative experience! ✨ #WealthAdvisors #FinancialLeadership #FindYourFreedom #LifeAtCarson
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Carson isn’t just talking about it when it comes to increasing representation of women in the industry. With the addition of Dr. Lisa Toppin to the team, we are actively building ways to do that. Join us as we interview Lisa, our new VP of workforce and market expansion, live from Excell! Tune in: 📅 September 11 ⏰ 1:15 p.m., Central https://lnkd.in/gC76cm2e
Join Ana Trujillo Limón, MBA as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and what brought her to Carson. Topics of Discussion: - Quick overview of Lisa’s background and journey to Carson - Dive into what her role is here at Carson - Her take on the 2024 State of Women in Wealth Management research - Programs she’s building at Carson to expand the diversity of the workforce Date: Sept. 11, 2024 Time: 1:15 p.m., Central Live from Excell!
ReFrame | Dr. Lisa Toppin
www.linkedin.com
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Don't know where to start in planning your passion prospecting event? Use this month's #FeaturedResource to help you! https://lnkd.in/gM5r5Kxr
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Growing your firm isn’t a final destination. It’s a journey, writes J.J. Peller in the latest issue of the Journal of Financial Planning. J.J. recommends a few ways strategies to grow your firm in the latest issue, including: 1️⃣ Strengthening your growth mindset 2️⃣ Put together client testimonials 3️⃣ Ask clients for introductions 4️⃣ Engage in passion prospecting Read the full article for more growth strategies! https://lnkd.in/gCZEs_wU
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Retirement doesn’t always mean a debt-free life. Many aging individuals continue to manage debt well into their senior years. It’s a critical area often overlooked in financial planning. Dive into our latest #Framework episode featuring some eye-opening discussions on the financial realities faced by our aging population. Learn how you, as a financial advisor, can better support aging clients in managing their finances, ensuring they live their golden years with financial peace of mind. Listen to the full episode now and join the conversation! 🎧👉 https://bit.ly/3SK0ZVl #Framework #FinancialPlanning #DebtManagement #ElderCare #RetirementPlanning
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When it comes to prospecting for new clients, many financial advisors are drawn to the flashiest new ideas to help them grow their business—whether that’s sending personalized video messages to prospects or hoping to go viral by trying out the latest TikTok trend. But some of the most successful advisors focus on the fundamentals that have been proven to work, writes J.J. Peller in his latest blog post. And one of the core fundamentals we focus on at Carson Coaching is passion prospecting: which is taking an outside interest you’re already passionate about and integrating it into your prospecting process. Read more about how to integrate passion prospecting into your growth strategy in J.J.’s latest blog post: https://lnkd.in/gEui2hdD
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Carson Coaching reposted this
Only 5 days to go until #Excell! 🎉 We’re gearing up for an unforgettable experience filled with top-tier insights, inspiring speakers, and powerful networking opportunities. Are you ready to connect, learn, and take your financial advisory practice to the next level? See you there! 👊 #WealthManagement #Growth #Leadership
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🚨 𝗛𝗢𝗧 𝗢𝗙𝗙 𝗧𝗛𝗘 𝗩𝗜𝗥𝗧𝗨𝗔𝗟 𝗣𝗥𝗘𝗦𝗦𝗘𝗦! Our latest issue of the #CarsonCoachingChronicle is out and we have a some great information on how you can grow your firm using the fundamentals. The September issue features: 👉 A dive into how knowing your why is essential for business growth. 👉 Synopsis of J.J. Peller's articles in the Journal of Financial Planning and the Carson Group blog. 👉 A free resource to help you plan your passion prospecting event. 👉 Recommended reading that will make you a better leader building stronger teams. 👉 Stats and facts that might be top of mind for your clients. 👉 Wisdom from Greg Opitz on why not asking for referrals is like asking to grow your business at only half speed! Read the latest issue today!
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Join us live from Excell as we interview Stone Ridge Asset Management’s Yan Zhao on #ReFrame live from #Excell! Stone Ridge’s co-founder and president will give us insights into her journey to becoming a successful entrepreneur, her advice to women in the industry, and her proudest accomplishments! Put it on your calendar: 🕒 11:45 a.m., CT 📅 Sept. 10 https://lnkd.in/gUuJzDi2
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice to women in the industry, and her proudest accomplishments. We’ll also dive into what’s new at Stone Ridge. Topics of Discussion: - Discuss Yan’s career journey: she thought she’d be a doctor but ended up being a successful entrepreneur - Talk about founding Stone Ridge - Talk about her impact at Stone Ridge and her Future Vision - Talk about her advice to other women in the industry - Ask her what personal achievements she’s most proud of Date: Sept. 10 Time: 11:45 a.m., CT Location/Virtual: Virtual
ReFrame | Yan Zhao
www.linkedin.com