A Tested Plan and Accountability that Guarantees Results

Most advisors want to grow their business but struggle with how to make it happen. FMG Suite has partnered with Carson Group to give you access to coaching and content that helps you achieve your short-term and long-term goals.

Take the Next Step to Grow Your Firm

Working with more than 1200 advisors across the country, Carson Group Coaching provides you with the right tools, training and team to help you reach your goals, increase productivity and, most importantly, bring value beyond a doubt to your clients. On average, our coaching members grow at 2.5x the industry standard over a two-year period. Additionally, 20% of our member advisors have become million-dollar firms.

Fill out the contact form to connect with Carson Group Coaching today!

Executive Coaching & Consulting

Double Your Annual Growth Rate

Meaningful, measurable change requires accountability and execution. Carson Group’s Executive Business Coaches spend 200+ hours a week working with advisors like you, customizing plans for personal and professional success.

Through coaching, you’ll gain clarity on your greatest challenges and create a path to overcome your obstacles. You’ll find balance and attain sustainable business growth, while also living your purpose.

Content & Community

Practice Management Made Easy

In addition to your monthly coaching calls, you’ll receive ongoing support and direction through our practice management platform and business consulting services:

  • Online Library of Exercises, Templates & Tools
  • Culture-based Community of Advisors
  • Nationwide Events, Workshops & Conferences
  • Interactive, Video-based Lessons
  • Automated Client-facing Materials
  • Implementation Guides
  • Goals Tracker
  • Customized Solutions for Merger, Acquisition (M&A) and Succession Planning

Call Carson Group Coaching to connect with our team today.

Through a 1-on-1 phone consultation, we’ll discuss your needs and design a tailored solution for your business.


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Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."

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Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

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Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."

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