Carson Group

🌟 Learn, Mentor, Grow! 🌟 Great careers are built on continuous growth—learn from mentors, become a mentor, and always raise the bar. Never settle, always improve. Who has been a great mentor in your journey? Listen to Kate K. Hall, CAIA, CIMA's full interview on this week's special episode of #FactsVsFeelings: Spotify: https://hubs.li/Q03fC0Y80 Apple: https://hubs.li/Q03fC2l50 YT: https://hubs.li/Q03fC3J00 #Leadership #Mentorship #CareerGrowth #CarsonGroup

Our very own Chief Market Strategist Ryan Detrick, CMT weighed in for WealthManagement.com on how advisors can help guide clients through today’s market frenzy. Read the latest: https://hubs.li/Q03fSFGx0

🔹 The M&A Landscape is Evolving – Are You Keeping Up? 🔹 Carson’s Michael Belluomini and Michael Wieger, JD are sitting down with Eric Leeper, CFA and James Fisher of FP Transitions for this month’s Know Your Worth livestream. They’ll be diving into how M&A is becoming more sophisticated, the evolution of FP Transitions, and what it all means for advisors looking to grow. 📅 April 10 | 11 a.m. CT 💻 Join the livestream: https://hubs.li/Q03fmV-f0 Don’t miss this opportunity to gain expert insights on the future of M&A in wealth management. #KnowYourWorth #MergersAndAcquisitions #FinancialAdvisors #CarsonGroup

Carson Group is thrilled to welcome Abigail Hollar, CFP® of Hollar Wealth and Drew Johnson, APMA™ of Thrive Point Capital as they launch independent firms in Little Rock, AR and Prairieville, LA—bringing a combined $155M in AUM. As new Carson partners, they’ll have access to cutting-edge technology, expanded investment opportunities, and a powerful support system to help them elevate client experiences and grow their businesses. Welcome to the Carson community! We’re excited to see you thrive. 💡 Read more here: https://hubs.li/Q03fBMsx0 #WealthManagement #FinancialAdvisors #CarsonGroup #IndependentAdvisors #FindYourFreedom

Join us for this month’s Know Your Worth livestream, where hosts Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, VP, Mergers & Acquisitions will dive into the latest trends in the M&A market and what they mean for financial professionals considering a transition. This month, we’re excited to welcome Eric Leeper, CFA and James Fisher, JD, of FP Transitions to the conversation.

Gregg Johnson, Carson Group's National Sales Director featured in Financial Advisor Magazine highlighting our commitment to expanding our network of financial advisors to meet the evolving needs of today's investors. At Carson Group, we strive to build a team that mirrors the diverse perspectives and experiences of the clients we serve, ensuring personalized and effective financial guidance for everyone. Read more about our approach in the full article: https://lnkd.in/gzN34syH #FinancialAdvisors #CarsonGroup

🤔 How worried should we be about the economy? 💭 Consumers are feeling the squeeze, hiring has slowed, and inflation remains a concern. But amid all the uncertainty, it’s worth asking: What could go right? Markets often surprise us when policy shifts or sentiment improves — and that’s exactly why it’s important to keep a balanced perspective. 🎧 Hear the full conversation with Lindsey Bell on what’s driving today’s uncertainty — and where we might be headed next: Spotify: https://hubs.li/Q03dGBhG0 Apple: https://hubs.li/Q03dGMfM0 YT: https://hubs.li/Q03dGMmb0 #EconomicOutlook #MarketTrends #Inflation #ConsumerBehavior #FinancialMarkets #FactsVsFeelings

🚨 Why Women in Leadership Matter 🚨 Representation matters — in life, in business, and especially in leadership. Without women in key roles, the workplace won’t evolve, and women won’t feel truly supported. At Carson, we’re seeing that change happen. More women are stepping into leadership positions, serving as role models, and helping pave the way for others. These are women we admire, respect, and look up to — and their impact is real. When you see it, you can be it. How are you seeing women in leadership make a difference in your industry? Let’s keep the conversation going. Listen to the full interview with Debra Taylor CPA/PFS™️, JD, CDFA®️and Lindsey Bell on this week's Facts Vs. Feelings. 🎧 Spotify: https://hubs.li/Q03dGsyW0 🎧 Apple: https://hubs.li/Q03dGJR40 👀 YT: https://hubs.li/Q03dGP5r0 #WomenInFinance #LeadershipMatters #RepresentationMatters #WomensHistoryMonth

Our own Debra Taylor CPA/PFS™️, JD, CDFA®️ had an insightful discussion with ThinkAdvisor on why tax planning is a cornerstone of holistic wealth management. Thanks to Debbie for sharing her expertise and John Manganaro for asking the important questions—proactive tax strategies can make all the difference for clients' financial futures!   #WealthManagement #TaxPlanning

Great insights from our own Debra Taylor CPA/PFS™️, JD, CDFA®️ in WealthManagement.com on the growing trend of integrating tax planning into wealth management. When tax and wealth planning align, clients win.   Carson Group is proud to have Debbie leading the charge in making tax strategy a core part of our services. Her expertise is invaluable to our team and clients!   #TaxStrategy #FinancialPlanning #WealthManagement