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!
Carson Group
Financial Services
Omaha, NE 9,576 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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📢 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
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If you need some #WeekendReading, check out our Carson Coaching Chronicle. This month, our coaches are focusing on how to put together both operational and key person continuity plans. In the latest issue, you will also find: 📚 Reading recommendations that will make you a better manager and help you get "unstuck" if you're in a rut. 🎁 Invites to some of our free events this month. 🧠 Advice on how to improve your mindset from Tammy Breitenbach, ACC, MBA and Jessica Colston, MS, PCC. We hope you enjoy this issue from somewhere fun!
Welcome back from the long weekend, everybody! We're celebrating our return to the office with our latest issue of the #CarsonCoachingChronicle, which dives into the art of the continuity plan. There are two types of continuity planning, writes Jessica Colston, MS, PCC in both her articles this month. In this issue of the Chronicle, we have: 👉 The foundational things you need in place before you put together your operational and key person continuity plans. 📚 Reading recommendations that will make you a better manager. 🎁 Invites to some of our free events this month. 🧠 Advice on how to improve your mindset. Happy reading!
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Statistically speaking, most of us are average. And we should own that, says #Excell 2024 Keynote Speaker Liz Bohannon. Owning our average frees us from the intense pressure to be special and allows us to channel that energy wasted proving how special we are into creating our purpose. Owning our average doesn’t mean that we stay stuck. It gives us the freedom to create and build our CQ, or curiosity quotient. Because while things like IQ are static, CQ can be improved upon to help us create our own success. Liz will dive into how we can: ✨ Use a beginner’s mindset to overcome common obstacles that hold us back. ✨ Use our failures as the building blocks for our life of purpose, passion, and impact. ✨ Choose curiosity over criticism. ✨ How to create community and opportunity. Our Partners and Carson Coaching members will learn how to 𝗰𝗿𝗲𝗮𝘁𝗲 their life of purpose and impact!
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Will stocks continue their hot start to the year? What impact will the 2024 election have on the markets? Get answers to those questions and more during our webinar “Midyear Outlook ’24: Eyes on the Prize,” taking place Tuesday, July 16, at 1 p.m. CT. https://lnkd.in/gfhNmzTx
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Is inflation finally under control? Dive into the latest insights on this hot topic! This week on Facts vs Feelings, Ryan Detrick and Sonu Varghese dive into their midyear outlook, Eyes on The Prize, and explain why they think the inflation problem is over. Play now! 🎧 https://apple.co/4cYTlzb 🎧 https://spoti.fi/3LfecSW 👀 YT https://bit.ly/3xZRJpJ #FactsVsFeelings #Inflation #CPI #Economy #MarketInsights
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Tune in to 'Know Your Worth'. We're diving into expert insights, sharing real-life case studies, and giving you practical tools to boost your M&A strategy and and understand the options for succession planning. Stay ahead in the fast-paced world of wealth management mergers and acquisitions with our engaging livestream sessions.
Know Your Worth | Jacqueline Martinez
www.linkedin.com
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The rise of AI and algorithms has changed the social media landscape, but there's one thing that remains ever-powerful: real connections. 🤝 In the latest episode of Framework, Samantha Allen, SVP of Digital Marketing at Carson Group, dives into the pivotal role of genuine interactions in social media. Discover how prioritizing human connections can elevate your brand above automated, algorithm-driven content. Hear real anecdotes, professional journeys, and impactful insights that highlight the essence of authentic engagement. Tune into the episode and explore the magic of being real! 🎧https://bit.ly/3WhzLZt 🎧https://bit.ly/3S3wSbX 👀https://bit.ly/3LoSMCF #Framework #DigitalMarketing #AI #HumanConnection #SocialMedia
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Will stocks continue their hot start to the year? What impact will the 2024 election have? Get answers to those questions and more during our webinar “Midyear Outlook ’24: Eyes on the Prize,” on Tuesday, July 16, at 1 p.m. CT. https://bit.ly/45CPhlu