Carson Coaching

"Train your team so well that they can leave, treat them so well that they don’t want to.” Executive Business Coach J.J. Peller noted that this wisdom from Virgin Founder Richard Branson, so you’ve likely heard it before. But he asks: 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗶𝗻𝗴 𝘁𝗵𝗶𝘀 𝘄𝗶𝘀𝗱𝗼𝗺 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗱𝗮𝗶𝗹𝘆 𝗹𝗶𝗳𝗲 𝗮𝘀 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿? J.J. says that as a firm owner, you can invest in developing your team by: 👉 Encouraging them to seek professional development opportunities. Help them find opportunities to expand their knowledge and skills of the tactical side of the business.   👉 Encourage them to seek personal development. Help them seek out opportunities where they can develop resilience and a positive mindset.   👉 Help them understand the ins and outs of the business.   These things will help them become the best version of themselves and build loyalty to your firm. Watch the full Coach Tip video for more: https://lnkd.in/g3e9VP5x #CoachTipTuesday

Want to make your clients feel valued right from the start? Ana Trujillo Limón and Sarah Cain share strategies in this release of Framework to elevate your onboarding process. From introducing your team to engaging clients with consistent communication, small steps can lead to big trust. Are you ready to transform your client experience? Tune in to gain the insights you need: https://bit.ly/3PmHP6X #Framework #ClientOnboarding #TrustBuilding #ProactiveCommunication #AdvisorTips #ClientExperience #FinancialAdvising #BusinessGrowth #Empowerment

What does it take to truly connect with others? 🌍 On this week's Framework episode, Joanna Ehresman and Leah Alter, co-hosts of the WomenShare: A Celebration of Women in Financial Services Podcast, explain why authenticity is the key to meaningful relationships in life and business. When you're brave enough to show your true self, you attract the connections that matter. Discover more in this empowering conversation: https://bit.ly/3SK0ZVl #Framework #Authenticity #Networking #WomenInBusiness #Connections

Join Ana Maria Trujillo Limon, MBA as she interviews industry trailblazer Lindsey Lewis, MBA, ChFC®, CFP® on insights into how to foster community for women in wealth management. 11 a.m., Central January 15

What inspires you most in your career? In our latest episode of Framework, we dive into the stories that matter—those of triumph, struggle, and celebration. Joanna Ehresman and Leah Alter of WomenShare: A Celebration of Women in Financial Services Podcast share how real conversations became the heart of their mission to uplift women in financial services. Don't miss this impactful discussion! Listen now: https://bit.ly/49SZWc9 #Framework #CareerStories #WomenLeadership #Inspiration #FinancialServices

How do we create a space where women in financial services can thrive? In this episode of #Framework, Ana Trujillo Limón speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare: A Celebration of Women in Financial Services Podcast, about their journey in amplifying women’s voices. From overcoming challenges to fostering authentic connections, this conversation is filled with insights on building community and celebrating success. Don’t miss this empowering episode! https://bit.ly/4fwKfu5 #Finance #Leadership #Networking #Women #Growth

How clear is your professional mission statement? Whether you're defining it for the first time or refining it for the new year, your mission statement is the foundation of your business. It defines who you are, why you exist, who you serve, and what results your clients can expect. Year-end planning is the ideal time to develop—or revisit—your mission statement and ensure it aligns with your goals for 2024. Need a framework to get started? Our #FeaturedResource can help you craft a statement that resonates with your team and your clients while guiding your business forward. 📥 https://lnkd.in/g7DQFwhv

Are you future-proofing your firm? Jenny Johnson, CEO of Franklin Templeton, shares her strategy for long-term success. Hint—it’s all about focusing on disruption, leveraging technology, and staying ahead of client needs through data analysis. Her insights can help you do more than just survive in a rapidly changing financial industry—they can set your firm up to thrive. 🚀 Read how to prepare your firm for tomorrow—today. 🔗 Read the full article https://lnkd.in/g7mJG8Cm 

Build accountability into your goals.     Fact: The probability of reaching a goal jumps to 95% when you have an accountability partner.  Whether it’s a coach, a colleague, or a trusted friend, having someone who supports and checks in on your progress can dramatically increase your chances of success.     If you’re ready to set game-changing goals for 2025, start by building in accountability.     Discover more strategies to crush your goals from J.J. Peller → Read the full blog post https://lnkd.in/g3AwRDJr    #GoalSetting #AccountabilityMatters 

And our team just keeps getting better! Congratulations to our VP Sarah M Cain, ACC, CBC, CPC on becoming a Brain Certified Coach!