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A Blog from a Dog: Nelly Carson Welcomes a Four-Legged Intern

Published by Nelly Carson

At Carson Wealth and Carson Group, we are GROWING. Not in the slow, leisurely way you meander down the sidewalk when taking your human for a walk, but in the fast, chasing after a mailman who has dared to step foot on your lawn kind of way. While it’s exciting to welcome so many new clients to our firm and new advisors to our coaching ranks, early in 2018 we determined that in order to serve these awesome individuals it was also vital to hire new stakeholders. Read more

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Observations from 5 Years in TD’s Business Consulting Lounge

Published by Greg Opitz

If you’ve ever been to Nebraska in January or February, you’d understand the desire to escape the bitter cold of a Midwest winter. Lucky for me, five years ago I was extended the first of several invitations to be a part of the TD LINC Conference Business Consulting Lounge. Beyond becoming my annual reprieve from the ice and snow, traveling to TD LINC offers me the opportunity to get to know new advisors, explore their business goals and become familiar with the challenges facing those in the trenches. Read more

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The Magic Behind a Project Management Approach

Published by Michael Rose

Years ago, when my now 16-year-old daughter was still young enough for bedtime stories, we tackled the Harry Potter series. Although I know hundreds of thousands of fans would whole-heartedly disagree, I confess I wasn’t as compelled by the writing as I was by the opportunity to spend quality time engaged in a quality activity. Considering my general apathy for JK Rowling’s style, it’s surprising that as I’ve been helping advisors plan out 2018, I’ve leaned on one particular magical power as introduced in the fourth book – the pensieve. Read more

Nelly Carson Brings You the Hard Truth About Resolutions

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Nelly Carson Brings You The Hard Truth About Resolutions

If you’ve read my bio (which I’m sure you have), you know that being the Chief Comfort Officer means my job is to boost the spirits of the Carson Group team with my joyful nature and all-around tail-wagging positivity. But, in my 35 years on this planet (5 human years), I’ve realized something very important about those of you who walk upright.  My revelation is this: Sometimes, the best way to support a friend is by hitting them with the cold, hard truth. Read more

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Bitcoin, Cryptocurrencies, and Distributed Ledger Technology – A Guide for Financial Advisors

Today’s article is by Day Hagan Research: Craig A. Hill, CFP®

If you are a financial advisor, you have surely been asked about Bitcoin. Because of the parabolic rise in price in 2017, there is much hype and interest in the Bitcoin/Cryptocurrency space. Advisors are asked their opinion, but are themselves, by and large, confused about the space as well. This short essay will attempt to give advisors a basic yet conversational understanding of the topic. Read more

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Their Perception is Your Reality: Q&A with Paul West on Carson Wealth’s 3 Advisory Councils

If you happened to catch our November webinar, you heard Ron Carson and Paul West discuss the insights they gained from their most recent advisory council. During the presentation, the two also touched briefly on Carson Wealth’s decision to establish three separate advisory councils with specific audiences. We sat down with Paul West to dive deeper into the inspiration behind this move from one to three and learn how each council has shaped the firm’s offerings. Read more

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Answer This Question to Strengthen Your Culture

Published by Ron Carson

Each year, I am afforded the opportunity to attend a number of conferences and events focused on growing, improving and transforming businesses. As I sit amongst attendees, I often like to observe their engagement as experts take the stage and begin presenting. One subject that always seems to elicit a variety of responses is Culture. Read more

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8 Essential Questions You Must Answer Before You Can Retire!

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Artificial Intelligence: From Science Fiction to Financial Services

Published by Quin Kilgore

Earlier this month, I had the opportunity to visit the Technology Tools for Today conference in Las Vegas. Although many emerging technologies were presented throughout the event, it was the discussion of Artificial Intelligence (AI) that really piqued my interest. Poised to become a major disruptor over the next few decades, AI will allow clients to consume and digest more information than ever before. It’s up to advisors to embrace this new technology, utilizing it to create an amazing client experience. Read more

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Nelly Carson Reviews Bring Your Dog to Work Day

Sometime around 15,000 years ago, a very inspired human saw a dog just like me and said to themselves, “This looks like an amazing best friend.” That person and hundreds of others started to domesticate us as canine companions. But, what they soon realized was that dogs also make amazing coworkers because of our loyalty, intelligence and, dare I say, lovability. Read more