Still feeling the impact of Represent 2025✨
Held in beautiful Hilton Head, SC this gathering brought together an incredible community of women in wealth committed to leadership, growth, and elevating one another.
These photos capture just a glimpse of the energy and momentum that continues to inspire us.
Thank you to everyone who joined and let's keep the movement going!
#Represent2025 #WomenInWealth #CarsonGroup #HiltonHead #WomenInFinance #LeadershipInAction
🎄✨ Happy Holidays from all of us at Carson Group! ✨🎄
As the year comes to a close, we want to take a moment to thank our incredible clients, partners, and team members for being part of our journey.
Wishing you and your loved ones a season filled with joy, warmth, and new memories. Here’s to a bright and successful year ahead!
❄️ Stay safe, stay merry, and happy holidays! ❄️
🎙️ The election may be over, but it just might be the start of a new kind of political outreach! 📲
This week on Facts vs. Feelings, Ryan Detrick and Sonu Varghese dig into what might be the first “podcast election.” Candidates connected with voters on podcasts and other alternative platforms, bringing a new dimension to traditional campaigning.
Could this be the start of a trend?
In four years, we might even see candidates debating live on a major podcast. The media landscape keeps changing—how are you seeing it shape up?
Learn more by heading over to the link in bio!
#FactsVsFeelings #PodcastElection #MediaTrends #Election2024 #FutureOfNews #AlternativeMedia #DigitalPolitics #StayInformed
On the next episode of #ReFrame, Ana Trujillo Limon and Dr. Lisa Toppin will sit down and talk about the 2024 State of Women in Wealth Management research.
9:30 a.m., CT, Nov. 20.
https://bit.ly/3CoZnvS
We'll dive into:
💡 What’s new about this year’s project
🚀 How you can be part of the 2024 study!
Financial advice is about so much more than money. 🛡️
In today’s world, true guidance means helping clients feel secure in every way—physically, emotionally, and spiritually. Brian Portnoy shows us how human-centered advice can go beyond finances to create real impact.
Catch the latest episode to learn more. 🎧 (Link in bio)
#FrameworkPodcast #HolisticFinance #HumanCenteredGuidance #FinancialAdvisors #ClientWellbeing #Empathy #WealthManagement #NewPerspectives
Today’s the day! Join Carson’s Know Your Worth livestream with Michael Belluomini and Jeff Harris happening at 11 a.m. CT. They'll be joined by guest Rob Madore of Marshberry.
Don’t miss this opportunity to hear insights on the essential value drivers that attract buyers and more. See you there! https://bit.ly/40xcwx3
Don’t miss this month’s Know Your Worth livestream with Carson’s Michael Belluomini and Jeff Harris taking place tomorrow Thursday, November 14, at 11 a.m. CT.
They’ll take a deep dive into the key value drivers buyers look for when making an investment and more! https://bit.ly/40xcwx3
Join us for an insightful livestream with Dr. Lisa Toppin, Carson's VP of Workforce and Market Expansion, as we explore the new angle for the 2024 State of Women in Wealth Management research. 📊
🗓 Date: November 20
⏰ Time: 9:30 a.m., CT
📍 Location: https://bit.ly/3AFVQJ4
#WomenInWealth
Could behavioral finance be missing the mark? 🤔
For years, we’ve labeled clients’ choices as “irrational” or “biased”—but what if they’re actually rooted in something deeply human? Brian Portnoy says it’s time to stop “fixing” and start listening.
Let’s shift the focus to what drives people from the inside out. Tune in to this week’s episode for a fresh take on understanding our clients. 🎧 (Link in bio)
#FrameworkPodcast #BehavioralFinance #FinancialAdvisors #ClientUnderstanding #Empathy #HumanCenteredFinance #HolisticFinance #NewPerspective
The Fed’s November move? Nearly certain.
December? A different story. 🏦🤔
Recent data shows mixed signals, sparking debate on how data-driven the Fed's decisions really are.
Are you watching these trends unfold? 📈 (Learn more by tapping the link in bio!)
#FactsVsFeelings #FedWatch #EconomicInsights #MarketTrends #InflationData #StayInformed
Retirement isn’t just about the money. It’s about life changes too. 💡
This week on Framework, Erin Wood, SVP of Financial Planning at Carson Group, shares why retirement isn’t just a financial question of “Can I retire?” but also an emotional one. How will your clients feel spending more time with family or adjusting to a new routine after years of working?
Learn how advisors can guide clients through these major life transitions. Tune in now! 🎧 (Link in bio)
#Framework #LifeTransitions #RetirementPlanning #FinancialAdvisors #FlashbulbMoments #ClientSupport #ChangeManagement
Join Carson’s Michael Belluomini and Jeff Harris on Thursday, November 14, for this month’s Know Your Worth livestream! They’ll cover the key value drivers buyers look for when making an investment with Rob Madore Vice President at MarshBerry.
It all takes place Thursday, November 14, at 11 a.m. CT. Don’t miss it!
https://bit.ly/40xcwx3
