Understanding investment strategies can be daunting, especially during turbulent times. How do you know when to stick with your plan or make a change? This week on Facts vs Feelings, Ryan Detrick & Sonu Varghese chat with Cliff Asness from AQR Capital Management. They discuss value investing, the success of AQR, the importance of evaluating market changes, and more! 🎧 https://apple.co/4c1ZABi 🎧 https://spoti.fi/3A4jONn 👀 YT https://bit.ly/3WLzrSX #FactsVsFeelings #InvestmentStrategies #MarketDynamics #CliffAsness #AQRCapital
Carson Group
Financial Services
Omaha, NE 9,674 followers
Run your business. Grow your business. Love your business.
About us
The information included on this website is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners is a network of advisors offering advisory services through CWM, LLC, an SEC Registered Investment Advisor.
- Website
-
http://www.carsongroup.com
External link for Carson Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Omaha, NE
- Type
- Privately Held
Locations
-
Primary
14600 Branch St.
Omaha, NE 68154, US
Employees at Carson Group
-
Dirk Carson
Principal @ Carson Group | Creating the Improbable - Fixing the Unfixable
-
Jon Reidenouer
Vice President, Business Consulting at Carson Group
-
Dan Marquis
Highly-accomplished corporate finance, capital markets and strategy professional
-
Scott Conroy
Managing Partner of Business Consulting, Service, and Training
Updates
-
9 out of 10 advisors say marketing is a top priority. But only 23% of advisors have a defined marketing strategy. So if you’re one of the 77% of advisors without a defined marketing strategy, our Excell Marketing track will take you on a learning journey! Our Carson Partners and Coaching Members will learn: ✨ How to build your niche by mastering personal branding and digital marketing ✨ How to demystify today’s marketing and technology trends so you can focus on the truly disruptive strategies to attract and convert prospects ✨ How to market to high-net worth clients ✨ How to best communicate to connect with prospects and clients Have you accepted your invite to Excell yet, Partners and Coaching members?
-
In this month’s Know Your Worth livestream, Michael Belluomini and Jeffrey Harris, CMAA, MBA welcome Ted Motheral, Partner, Potomac Law Group. They’ll go through the legal side of the M&A transition process, including why you should hire an M&A attorney, the demise of non-compete clauses and more! It all takes place Thursday, August 8, at 11 a.m. CT. Don’t miss it! https://lnkd.in/eTbxp66t
-
We will walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Ted Motheral from Potomac Law Group to discuss the Legal aspect of the transition process. This week we are coming to you live from Excell to speak with Nate Fisher to talk about G2 advisors and the journey he and his father went on to find Carson.
Know Your Worth | Nate Fisher
www.linkedin.com
-
Excell Represent was such a wonderful experience! We learned so much about we can start to make meaningful change when it comes to advancing women in the industry. Specifically: 💡 Kelly Klobucar, managing director of private wealth solutions at Blackstone noted that your sponsor has to be a good fit for you and you have to make time to build those relationships. Plus, she added, you have to be clear that you want someone to be your sponsor and be upfront with what you are looking for from them. 💡Lazetta Rainey Braxton, MBA, CFP®, CEO and president of The Real Wealth Coterie reminded us that we are our own biggest assets and we should be compensated and treated according to all the valuable things we bring to the table. 💡Kristi Rodriguez (Martin), SVP, retirement institute at Nationwide Financial, said that being our authentic, unapologetic selves can be freeing while also building trust and a way to drive change together. Plus, it can inspire others to do the same. This type of knowledge doesn’t have to be relegated to one event per year. Let’s keep the conversation going all the time. Sign up for our Women in Wealth newsletter to do that: https://lnkd.in/g8WQHbRy
Women in Wealth newsletter
carsongroup.com
-
At #ExcellRepresent, Lazetta Rainey Braxton, MBA, CFP® tapped into her inner Oprah, gifting everybody with this wisdom: ⚡️YOU ARE A POWERHOUSE! ⚡️YOU ARE A POWERHOUSE! ⚡️YOU ARE A POWERHOUSE! But what does it mean to be a powerhouse? It means being resourceful by doing internal and external work to affect change in the industry. Read our latest blog post for a deep dive into what that internal and external work is: https://bit.ly/3Y8QNKD
-
97.2% of past Excell attendees recommend the event to their peers. Sheryl Hickerson, CEO of Females and Finance Community, said that’s because Excell offers great experiences and ideas to grow your business. “There’s always something in it that has possibility – like how could I possibly grow my business, how could I possibly add services to my offering, or how could I possibly learn more” Sheryl said. >90% of attendees were either satisfied or very satisfied with the event and a most of our attendees said the conference offered excellent value. We are looking forward to welcoming our Partners and Coaching members and find out what possibilities they find at Excell! https://bit.ly/4djOwQS
-
📣 Do not miss Dani Fava’s inspiring insights featured in Barron's Top 100 Women Advisors for 2024: A Growing Force in Wealth Management. Dani addresses the challenges of disparity in C-suite promotions due to similarity bias: “People like to mentor and spend time with people who look like them. Those relationships are usually required to break into the C-suite, and the C-suite has historically been male-dominated.” As a Hispanic woman and member of the LGBTQ community, Dani forged a new path to the top, emphasizing the value of allies: “Finding the men who are confident enough and open enough to bring me into the pod has helped me to break through.” She praises Carson Group's CEO, Burt White, as “probably the biggest ally that I’ve ever met in terms of being inclusive. And we’re starting to see more men who fit that criteria in the C-suite, which is also bringing women up into it.” Don’t miss this powerful read showcasing the strides women are making in wealth management! 🔗 https://lnkd.in/errc5R-z
-
How do small caps perform after a historic two-month rally? On Facts vs Feelings, Ryan Detrick, CMT and Sonu Varghese, Ph.D. explore the reasons behind the inconsistent performance of small caps in the first half of the year and the potential for improvement. They also provide insights on the Fed, inflation, the S&P 500, and the Russell 2000. Play now! 🎧 https://apple.co/4debhG1 🎧 https://spoti.fi/4dawMHE 👀 YT: https://bit.ly/3YgOSni #FactsVsFeelings #SmallCaps #FedCutting #Inflation #Economy
-
In our 2023 State of Women in Wealth Management Research, we found that sponsorship was critically important to advancing women in the industry. But sponsorship isn’t easy. It: ✅ Takes time to build a relationship strong enough to make somebody comfortable enough to recommend their sponsee for opportunities. ✅ Requires sponsors to put their relational capital on the line for somebody else. ✅ Requires sponsees advocate for themselves and be proactive in showcasing their skills and potential to sponsors. Learn more about how to be an effective sponsor and sponsee and address the challenges facing women in the industry by signing up for our Women in Wealth newsletter: https://lnkd.in/g8WQHbRy