Partnership Sneak Peek: Navigating Clients Through Market Volatility
Burt White Whenever market volatility strikes – as it always does – it seems to suck up all the air in the room. Clients are uneasy. They’re eyeing the news and their portfolios. They’re dialing your office or shooting off an email. “What does this mean? Should I be concerned?” What if you could …
Q2 2022: Quarterly Market Outlook
Though the global and U.S. economies have rebounded from the lows they faced at the height of the COVID-19 pandemic, there’s still plenty of uncertainty as we head into the second quarter of 2022. How will Russia’s invasion of Ukraine – and accompanying sanctions – affect the global economy? What actions will the Federal Reserve …
Position Yourself as a Trusted Voice Through Content
It might be shocking to learn that one of the most recognizable names in financial services is still the late Bernie Madoff. So you could say we have a trust problem in our industry. Even though the 2021 Edelman Trust Barometer found that trust in financial services increased during the height of the COVID-19 pandemic, …
Q&A with Burt White
New Managing Director and Chief Strategy Officer at Carson Group Tune into our on-demand webinar to hear from Carson Group’s Managing Director, Chief Strategy Officer, Burt White. During this event, Burt will share what drew him to Carson and why he’s more excited than ever about the future of independent financial advisors. Burt is highly …
Carson Group Hires Burt White as Managing Partner, Chief Strategy Officer
White will join Carson’s executive leadership team and fill a seat on Carson’s Board Omaha, NE, April 5, 2022 – Carson Group, one of the fastest-growing financial services firms in the country, has hired Burt White as Managing Partner and Chief Strategy Officer. White will join Carson’s Executive Board, helping steer the company’s strategic focus …
Delving Into the SEC’s New Marketing Rules
The Securities and Exchange Commission instituted changes last year to its “Marketing Rule” in an attempt to modernize its advertising and solicitation rules. These changes updated the rule for the digital era, and affected things like the definition of an “advertisement” and prohibitions on certain marketing practices. Learn more about these updates to the Marketing …
The Power of a Team in Place to Provide Support, Resources and Community
Businessman Jim Rohn is quoted as saying, “You are the average of the five people you spend the most time with.” Arguably, the people you spend most of your time with are your teammates – your employees, managers, partners at your firm, vendors, strategic partners, centers of influence, coaches, mentors, study groups and accountability partners. …
Join the R/evolution at Excell 2022
Excell is returning to Las Vegas for its 37th edition in 2022, but it won’t be the same Excell you’ve seen before. The financial services industry is rapidly evolving, and we want to help you evolve with it. We want you to be a part of the R/evolution. Registration for Excell is open now, and …
Q1 2022: Quarterly Market Outlook
The COVID-19 pandemic has had an unprecedented impact on the economy these past two years, and that’s likely to be the case in 2022 as well. And new legislation from Congress could bring big changes to taxes and retirement plans. How will the market react to the omicron variant? How will rising inflation affect the …
The Financial Advisor’s Guide to Effective Marketing
It can be tough for an advisor to stand out in today’s digital world. Sure, there are more avenues than ever to raise awareness of your firm – both paid and free – but they’re as loud and overcrowded as the trading floors of 50 years ago during a buying rush.