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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

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10 THINGS SUCCESSFUL INVESTORS NEVER DO!

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5 TOXIC INVESTING BEHAVIORS THAT COULD SABOTAGE YOUR RETIREMENT!

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Key Messages and Practical Takeaways from Excell Fall 2017

Earlier this week, Carson Group’s Excell conference landed a coveted spot on Michael Kitces’ The 13 Best Conferences for Financial Advisors to Choose From in 2018. Having just wrapped up Excell Fall 2017, we couldn’t be more excited about cementing our place among the industry’s leading practice management conferences.

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HOW TO TURN YOUR SAVINGS & INVESTMENTS INTO AN INCOME WORKHORSE!

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SURVIVING THE NEXT MAJOR MARKET CORRECTION

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The Top 3 Challenges All Advisors Are Facing

The Carson Group team spends hundreds of hours each week working with advisors to improve their businesses. While no two advisors are exactly the same, it might surprise you that most advisors struggle in the same three areas: Growth, Efficiency and Client Retention. Read more

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FOCUS ON THESE 7 INVESTING FUNDAMENTALS TO MAKE YOUR MONEY GO FURTHER IN RETIREMENT

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Introducing: Carson Group Partners

Today we are excited to announce the official launch of our our new brand identity, Carson Group Partners! Read more