Upcoming Events

We’ve got a lot going on, and we want you to be a part of it! Check out our upcoming events for financial advisors and consider joining us.

November 21st, 2017
How to Build a $1 Billion Business: Ron Carson’s Recipe for Growth

1:00-2:00p.m. EST

How do you build a $1 billion business in the face of new regulations, emerging technologies and an uncertain market environment? Join our special guest speaker, Ron Carson, on November 21st, from 1 PM – 2 PM EST as he contends that firms who focus on vision, strategies, talent and technology can grow substantially despite disruption in the industry.

Register here

December 6, 2017
Are you guided by Anchors or Engines?

3:00 – 4:00 p.m. CST

Join Ron Carson and Scott Ford as they discuss research findings on what is helping advisors grow and what is holding them back. If you want to maximize value in your firm — whether that’s firm growth, client experience, actual firm valuation, or something else — engine thinking is the mindset you need.

Register here

December 13, 2017
Are you Sears or are you Amazon? Digital Client Experience Webinar

3:00 – 4:00 p.m. CST

Among our 50 partner firms and the 1,284 advisor firms our coaches work with daily, we’ve found three common characteristics of advisors who are growing faster than the industry average. Integrated technology is one of them. Join us for this demo of the digital client experience that was built to simplify client onboarding and ongoing communication, to help advisors grow.

Register here

January 8, 2018
Quarterly Market Outlook Webinar – Q1 2018

3:00 – 4:00 p.m. CST

Scott Kubie, Senior Investment Strategist on the Carson Institutional Investment Committee, presents a new year outlook on the markets.

 

Register here