- Видео 690
- Просмотров 338 807
Carson Group
США
Добавлен 6 сен 2013
At Carson Group, our mission is simple. We help you find your freedom.
Carson is a one-of-a-kind accelerator for independent, growth-focused advisors like you. We’re here to empower you to press fast-forward on your firm’s growth by outsourcing the tedious back-office functions so you can get out of the weeds, focus on what’s most important, and enjoy your business again.
Run. Grow. Love Your business.
The complete ecosystem of services you’ll find at Carson Partners makes it possible for you to:
- Run your business more efficiently
- Grow more quickly
- Focus on doing what you love - both inside and outside the office.
Carson Partners has helped 130+ advisor firms find their freedom. We can help you too.
The information included herein is for informational purposes and is intended for use by advisors only.. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor.
14600 Branch St
Omaha, NE 68154
Carson is a one-of-a-kind accelerator for independent, growth-focused advisors like you. We’re here to empower you to press fast-forward on your firm’s growth by outsourcing the tedious back-office functions so you can get out of the weeds, focus on what’s most important, and enjoy your business again.
Run. Grow. Love Your business.
The complete ecosystem of services you’ll find at Carson Partners makes it possible for you to:
- Run your business more efficiently
- Grow more quickly
- Focus on doing what you love - both inside and outside the office.
Carson Partners has helped 130+ advisor firms find their freedom. We can help you too.
The information included herein is for informational purposes and is intended for use by advisors only.. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor.
14600 Branch St
Omaha, NE 68154
3 Things We Are Worried About (Ep. 112)
Are today’s markets walking a tightrope?
Balancing optimism with caution, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, are once again joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this thought-provoking episode of Facts vs. Feelings.
They examine the complexities of policy risks, tariffs, and valuations, offering insights to help investors navigate today’s market uncertainties.
This conversation delivers actionable strategies to help you manage uncertainty, stay diversified, and make sense of today’s market challenges. Whether navigating fiscal and monetary policy decisions,...
Balancing optimism with caution, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, are once again joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this thought-provoking episode of Facts vs. Feelings.
They examine the complexities of policy risks, tariffs, and valuations, offering insights to help investors navigate today’s market uncertainties.
This conversation delivers actionable strategies to help you manage uncertainty, stay diversified, and make sense of today’s market challenges. Whether navigating fiscal and monetary policy decisions,...
Просмотров: 864
Видео
Reasons to Be Thankful (Ep. 111)
Просмотров 31616 часов назад
Surprising economic growth, falling inflation, and financial wins-what’s not to be thankful for? On this gratitude-filled episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on the moments, milestones, and market trends that make this year one to celebrate. Guest Barry Gilbert, VP of Wealth...
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC
Просмотров 2821 час назад
Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, team up in this episode to reveal how delegation and AI could transform the way advisors approach their work. Rather than simply assigning tasks, Ana and Jessica present delegation as a strategic approach to maximi...
Will Higher Rates Break The Economy? (Ep. 110)
Просмотров 29014 дней назад
With interest rates climbing to historic highs, is the economy teetering on the brink-or are opportunities waiting in the wings? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the far-reaching effects of rising rates on the economy and markets. Ryan and Sonu examine how these tr...
The Post Election Chase is On (Ep. 109)
Просмотров 41921 день назад
As the post-election market rally gains momentum, how can investors position themselves for what’s next? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration. From anticipated Republican policy shi...
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA
Просмотров 10221 день назад
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA
Talking with the Two that Got The Economy Right (Ep. 108)
Просмотров 32528 дней назад
Talking with the Two that Got The Economy Right (Ep. 108)
Talking About the Election with Libby Cantrill (Ep. 107)
Просмотров 386Месяц назад
Talking About the Election with Libby Cantrill (Ep. 107)
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Просмотров 44Месяц назад
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Talking About Anything and Everything with Josh Brown (Ep. 106)
Просмотров 505Месяц назад
Talking About Anything and Everything with Josh Brown (Ep. 106)
Let’s Talk About The Election (Ep. 105)
Просмотров 380Месяц назад
Let’s Talk About The Election (Ep. 105)
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
Просмотров 57Месяц назад
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
The Mega-Pod From Excell, Part 2 (Ep. 103)
Просмотров 2912 месяца назад
The Mega-Pod From Excell, Part 2 (Ep. 103)
The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)
Просмотров 3982 месяца назад
The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)
Talking Charts: How to Read the Market Like a Pro with Frank Cappelleri (Ep. 101)
Просмотров 6832 месяца назад
Talking Charts: How to Read the Market Like a Pro with Frank Cappelleri (Ep. 101)
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Просмотров 372 месяца назад
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Celebrating Bull Markets and Episode 100 with Tom Lee (Ep. 100)
Просмотров 7122 месяца назад
Celebrating Bull Markets and Episode 100 with Tom Lee (Ep. 100)
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Просмотров 503 месяца назад
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Talking About The Economy With Dr. David Kelly (Ep. 99)
Просмотров 4633 месяца назад
Talking About The Economy With Dr. David Kelly (Ep. 99)
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients
Просмотров 293 месяца назад
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients
Greg Opitz: Client Communication Strategies for Election Years
Просмотров 303 месяца назад
Greg Opitz: Client Communication Strategies for Election Years
My favorite boxer...
Rich Roll’s brother!!!
He doesn't drink or smoke or party, that's inspiring coming from someone who's had trouble with all those things. Thank you for the inspiration Bud.
Bud, unlike EJ, who admitted that he wasn't living like a boxer, whereas Bud lives the life of a boxer, you don't hear about him clubbing and hanging out with rap artist. Awesome interview. Years ago, I never bought into the EJ hype train, Bud was always on my radar.
People need to share this video, why isn't everyone who is worried about the migrant crisis watching this video
great interviewers ❤❤
You guys are awesome! Thank you for the show . I love it
Powell did not lean hawkishly into dot plot question, like he did at prior meetings, indeed!
very nice
no channel tag and no rank tag
Terrific show, Ana!
When was this recorded. Thank you!
"The spoils in life go to the risk takers" Good morning Ron 👑🟣
"Wow, your content just keeps getting better and better!"
Great
Fine
Nice dear ❤❤❤
AWESOME, guy!! Love the music addition 😀
Beautiful
Incredible technology! Thanks for sharing this, Ron
go ahead and take Success! take love
Brilliant
❤
Good show today, gentlemen. A little chitchat but not too much. Mostly useful, highly relevant information. Appreciate your work. Thank you.
Awesome
Outstanding
Carson Group 💖💖
Great
I had to quit for a couple of years because it was aggravating my prostate. Luckily I was able to go back and now I drink mostly cold brew I make myself from organic beans. I hope I never have to quit again. Best mood elevator ever.
Nice video dear
Wonderful
Kellan and Julie are such amazing people. I learn from them every time we hangout.
Terrific video. Great to see Nellie!!
Austin has overcome so much! Was wonderful spending time with him and hearing about his story
Carson has such amazing partners impacting their communities and giving back!
"PromoSM" ☹️
South Africa did better? Can you please come and show that portfolio of evidence to some of my fellow countrymen who are obsessed with offshore ONLY investing
❤❤❤
Listening from Toronto, Canada. Thank you for the guidance 🙏🙏
such a nice video
Thank you for the beautiful impact you're making on the world.
Listening from Uzbekistan, Samarkand city.
Great read on H2 gents. Thank you for the analysis and steadfast disciplines!
Thanks for sharing 🙏
Thank you so much for sharing
lovely
nice
Sounds like you have Eustachian tube dysfunction - The fluid is not in your ear canal but behind the tympanic membrane - causing a muffled sound - Pinch your nose and see if you can blow air into your inner ear as a test. Treatment - pseudoephedrine to dry the water - or short course of prednisone. I am a doctor
Nice
Real nice video