Michele Schreck, wealth advisor at Carson Wealth, said Excell is the perfect place to connect with other advisors. “It’s a great way to share new ideas, hear new things, and even communicate some great ideas and things we’re doing,” Michele said. Plus, it’s a great place to network and reconnect. Michele said Excell is “thoughtful, insightful, and just plain fun.” We can’t wait to create magic and hear new ideas with Michele and the rest of our Partners and Coaching members Sept. 9-11 in Orlando!
Carson Group
Financial Services
Omaha, NE 9,610 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
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http://www.carsongroup.com
External link for Carson Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Omaha, NE
- Type
- Privately Held
Locations
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Primary
14600 Branch St.
Omaha, NE 68154, US
Employees at Carson Group
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Dirk Carson
Principal @ Carson Group | Creating the Improbable - Fixing the Unfixable
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Jon Reidenouer
Vice President, Business Consulting at Carson Group
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Dan Marquis
Highly-accomplished corporate finance, capital markets and strategy professional
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Scott Conroy
Managing Partner of Business Consulting, Service, and Training
Updates
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Get ready to learn about using AI in the financial services industry with us! 🎧 Next week's episode of the Framework Podcast features a lively discussion with Dr. Eric Ludwig and Dr. Chet Bennetts, who share their unconventional journeys into finance, their groundbreaking research on AI, and practical tips for leveraging technology in your practice. From AI hallucinations to effective prompting, this episode is packed with insights that could reshape your approach to financial advising. Tune in to discover how AI can streamline your workflow and enhance your client interactions while staying aware of its limitations. #StayTuned! #FinancialAdvisors #AIFinance #DigitalMarketing #Framework
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How do markets react to unexpected events? This week on Facts vs Feelings, Ryan Detrick and Sonu Varghese touch on the Donald Trump incident on the weekend and how markets respond to unforeseen events. Check it out! 🎧 Apple: https://bit.ly/3Y51iOP 🎧 Spotify: https://spoti.fi/3WqZeiU 👀 YT: https://lnkd.in/gKDX-NAR #FactsVsFeelings #MarketInsights #InvestmentStrategies #FinancialPodcast #EconomicAnalysis
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At #ExcellRepresent, Lazetta Rainey Braxton said we are all powerhouses that can generate our own power ⚡, even as women remain chronically underrepresented in financial services. But to generate our own power, we have to do internal work like: 1️⃣ Knowing your why. 2️⃣ Developing your personal existence statement. 3️⃣ Finding your voice and sharing your thought leadership. Read more: https://bit.ly/3Y8QNKD
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We are creating a future so bright at Carson, we’ve got to wear 🕶. And we’re bringing our brightest stars ⭐ to the hashtag #Excell main stage. ⭐ Our CEO Burt White will give you the inside track on how we are disrupting the status quo to create something beyond our imagination. ⭐ Our Founder and Chairman Ron "Omani" Carson (he/him) and Managing Partner Paul West, CFP®, CAP®, CExP®, will talk about the industry, where we have been, and where we’re going. ⭐ Our Chief Strategy Officer Dani Fava and our Chief Marketing Officer Heather Randolph Carter will tie it all together through their transformative perspectives. ⭐ Your favorite podcasters Ryan Detrick, CMT, and Sonu Varghese, Ph.D., VP, Global Macro Strategist, will record an episode of their famed Facts Vs. Feelings live. What will our Carson Partners and Carson Coaching members be inspired to create at Excell? We can’t wait to find out! 🪄
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Our 2024 Midyear Outlook is out now! Get insights from Ryan Detrick, and Sonu Varghese about what to watch for in the second half of the year, including whether stocks will continue their rally, the impact of the 2024 election, and more! Read it here: https://lnkd.in/gZ7EEQfc
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Want to know what financial advisors should be watching for during the rest of 2024? Our Midyear Outlook is out now, with insights from Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. You won’t want to miss it! https://lnkd.in/gZ7EEQfc
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Ben Rosholt, wealth advisor at Ovation Wealth Advisors considers himself a lifelong learner. And Excell earned his trust as THE place to learn when during his first time attending, he got to hear former President George W. Bush speak. “It was an interesting opportunity to hear someone who’s had a job I’ll never have,” Ben said. “But beyond that, there’s always surprises.” Ben noted that Excell is the event to choose because: ✅ The speakers are sometimes life-changing (particularly Scott Harison of charity: water). ✅ He learns information that helps him keep up with the industry’s fast pace. ✅ He knows to “expect the unexpected” at Excell. We can’t wait to welcome Ben and the rest of our Carson community on September 9-11 in Orlando!
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📢 Last Chance to Register! 📢 Don't miss out on our highly anticipated 2024 Midyear Outlook webinar! This is your final opportunity to join industry experts as they discuss key market trends, economic forecasts, and investment strategies for the second half of the year. 🔹 Date: Tuesday, July 16, 🔹 Time: 1 PM CST Register now to gain valuable insights and stay ahead of the curve! Secure your spot today and be part of the conversation that shapes the future. 🔗 https://lnkd.in/gfhNmzTx
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Curious about how the S&P 500 will perform in the second half of the year? Historical trends can offer intriguing insights! Listen to the latest episode of Facts vs Feelings, where Ryan Detrick and Sonu Varguese discuss our midyear outlook, "Eyes on the Prize." 🎧 https://apple.co/4cYTlzb 🎧 https://spoti.fi/3LfecSW 👀 YT https://bit.ly/3xZRJpJ #FactsVsFeelings #StockMarket #Investing #SP500 #MarketOutlook