Carson Coaching

Delegation is not just about getting tasks off your plate—it's an investment in your growth and your team's development, writes Executive Business Coach Jessica Colston, MS, PCC. ? ? Here are three benefits of delegation:? ? ?????????? ???? ????????-?????????? ????????????????????:?Spend time on what only you can do.? ?????????? ???????????? ???????????? ??????????????????????????:?A team approach strengthens client bonds.? ???????? ???????? ???????? ??????????????: Challenge and engage your team with new responsibilities.? ? Curious about how to start delegating effectively? Check out our article in the Journal of Financial Planning to learn more: https://lnkd.in/gCnsQ3kh? ?

Is AI the future of communication tasks in financial services? Well, it might be.?? ? From drafting emails to summarizing meeting notes, AI is proving invaluable in saving time and increasing productivity, writes Jessica Colston, MS, PCC in her latest blog post. ? Our members save around 45 minutes per client meeting using AI—what could you achieve with that extra time? Read the blog for more tips on integrating AI into your workflow: https://lnkd.in/gqtyMisF? ? #AIAssistance #TimeManagement #Innovation?#Delegation

Did you know effective delegation could boost your productivity and allow you to focus on core competencies? ? ? Here's how:? ? ?????????????? ???????? ??????????????????????????. Delegate tasks to your team to foster skill development and responsibility.? ???????? ???? ???????? ?????? ????????-???????????? ????????. Automate routine tasks with AI to free up time for strategic decisions.? ???????? ?????????????????????? ?????????????? ???????? ???????????????? ??????????: Access specialized skills on a project basis without long-term commitments.? ? Learn more about these strategies in Jessica Colston, MS, PCC's latest article in the Journal of Financial Planning: https://lnkd.in/gCnsQ3kh?

Feeling overwhelmed with tasks? It might be time to rethink your delegation strategy. Jessica Colston, MS, PCC recommends a three-pronged approach—delegate to your team, gig workers, and AI. But remember, understanding your firm's AI policies is crucial before jumping on board. ? ? Learn how AI can support communication tasks, save time, and streamline operations, allowing you to focus on high-impact work! Read Jessica’s latest blog post for more: ?https://lnkd.in/gqtyMisF? ? #BusinessEfficiency #AI #Delegation #Leadership?

Having trouble figuring out what the delegate? Use our #FeaturedResource to help you pinpoint 100 options!? ? https://lnkd.in/gXNz_gRF?

Struggling to delegate? You’re not alone. Jessica Colston, MS, PCC writes in the latest issue of the Journal of Financial Planning that many firm owners find it difficult to step back and pass on tasks due to emotional attachment or routine habits. However, delegation isn't about losing control—it's about gaining efficiency and empowering your team. ?? Discover how a well-rounded delegation strategy involving your internal team, AI, and gig workers can elevate your firm's success. Read the full article to learn more: https://lnkd.in/gCnsQ3kh #Delegation #Leadership?

Life is full of changes, and financial planning isn’t just about the numbers. ?? This week on Framework, Erin Wood, SVP of Financial Planning at Carson Group, breaks down why retirement isn’t just a financial decision—it’s an emotional one too. From spending less time with coworkers to adjusting to new routines with a spouse, these transitions go far beyond just “Can I retire?” Tune in for insights on how advisors can help clients prepare for both the financial and emotional side of retirement: https://spoti.fi/3NHUVKZ #Framework #LifeTransitions #RetirementPlanning #FinancialAdvisors #ClientSupport #ChangeManagement

Delegation is a superpower, but it's not always easy to do. Many of you have built our firms from the ground up, becoming emotionally attached to certain tasks. But holding onto these tasks could be limiting your potential. ?? This month’s issue of the #CarsonCoachingChronicle dives deep into how effective delegation can elevate your firm, allowing you to focus on high-impact activities while empowering your team. In this month's issue, explore the three branches of your #DelegationTree: ?? Delegating to your internal team ?? Leveraging gig workers for flexibility ?? Utilizing AI for routine tasks Each branch offers unique benefits, paving the way for growth and success. Plus, discover free resources, event invites, and insights into effective client introductions. Plus, get: ?? Insight into what we're reading ?? Invitations to our events this month ???Tips on how to ask your clients for SPECIFIC referrals and introductions. #CarsonCoaching #Delegation #Leadership #AI #Growth #FinancialAdvisors Feel free to reach out if you're interested in learning more about coaching!

Generative AI is reshaping industries, including financial services. Did you know 78% of knowledge workers are already using AI, with many doing so without employer approval? ?? At Carson Coaching, we advocate for using AI as part of your delegation strategy. Delegating to AI can help you focus on what truly matters, writes Jessica Colston, MS, PCC in her latest blog post. ?? Discover why integrating AI isn't just a trend but a necessity for staying competitive. Read the full blog post to explore how you can leverage AI for routine tasks and boost efficiency in your firm: https://lnkd.in/gqtyMisF #FinancialServices #AI #DelegationStrategy?

Do your clients rave about you but you’re not seeing the referrals flow in? ?? Executive Business Coach J.J. Peller offers a strategic way to change that in this week’s #CoachTip. Next time a client tells you they've shared your info with people, focus on getting ?????? ???????????????? ????????????????????????. Here's how: ?? ?????????????????????? ?????????? ??????????????: Express gratitude for their trust and enthusiasm. ?? ???????????? ???????? ?????? ????????: Ask, “Who's the one person you think I should talk to sooner rather than later?” ?? ???????????? ?? ???????? ????????: Collaborate with your client to strategize how to connect with this individual. Why does this work? Because ?????????????????????? ???????????? ????????????. Get your client laser-focused, and you’ll soon see those introductions turn into meetings. ??? Watch the full video for more insights: https://lnkd.in/gMwMYeyx #ClientEngagement #BusinessGrowth #FinancialAdvisors?