Carson Group

?? We have exciting news! Our partner MAG Wealth Management has reached a major milestone by acquiring Ovation Wealth Advisors and rebranding as Carson Wealth ?? This marks a significant step in MAG's incredible journey—from coaching, to partnership, to now achieving equity partnership. ??? We’re proud to support our advisors with the tools and strategies they need to scale and grow effectively. ?? Learn more about our commitment to helping our advisors scale and grow effectively. https://bit.ly/40YDq0O #FindYourFreedom #Partnership #CarsonWealth

??? The election may be over, but it could be the start of something big for voter outreach. ?? This time, candidates reached audiences through non-traditional media like never before. As Facts vs. Feelings host Ryan Detrick notes, this may be the first “podcast election,” with candidates bypassing traditional channels to connect directly with voters on podcasts, YouTube, and more. Could this trend grow? We might even see candidates debating on a major podcast next time around. ??? The takeaway: news consumption keeps evolving—and so does our political landscape. Catch this week’s episode for a closer look at the future of political media. #FactsVsFeelings #PodcastElection #MediaTrends #DigitalMedia #Election2024 #FutureOfPolitics #StayInformed ?? https://apple.co/413Dug3 ?? https://spoti.fi/4fqPRqy ?? YT https://bit.ly/3OrCivr

Our Director of Tax Planning, Michael W. Valenti, CPA, CFP?, CEPA, recently shared insights with Investor's Business Daily on how potential policy changes from the recent election could impact your financial life. "Focus on maintaining a diversified portfolio and work with your advisor to create a flexible financial plan," Mike advises. Key strategies to consider include: ? Roth IRA conversions ? Tax-loss harvesting ? Charitable giving We help clients navigate the complexities of financial planning. https://bit.ly/4ezNZL8

??? The election may be over, but the market’s reaction is just beginning. ?? With a rally underway, some big questions are taking center stage: How might upcoming tax policies and shifts in deficit spending shape market momentum? And with November through January historically strong for markets, could this rally carry forward? This week on Facts vs. Feelings, we break down the potential paths ahead and what the latest post-election signals mean for the months to come. Looking to make sense of the seasonality, policy shifts, and market sentiment driving today’s headlines? Tune in for insights on what might be next. #FactsVsFeelings #PostElection #MarketUpdate #PolicyShift #EconomicOutlook #InvestmentTrends #StayInformed #FinancialAwareness ?? https://apple.co/413Dug3 ?? https://spoti.fi/4fqPRqy ?? YT https://bit.ly/3OrCivr

Rob Madore, Vice President at MarshBerry, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the key value drivers that most buyers look for when making an investment. Topics of Discussion: ? Consolidation in the wealth management industry ? How Rob and MarshBerry consult with and prepare prospective sellers to market themselves and their firms ? The key value drivers that prospective sellers should focus on to make themselves more marketable to buyers

Financial guidance isn’t just about numbers—it's about safety. ??? Today’s clients seek more than financial advice; they want reassurance in every part of life. In our latest episode, Brian Portnoy explores how modern advisors can support clients' well-being on all fronts—physical, emotional, and spiritual. Tune in to learn how advisors can be the steady support clients need to feel truly secure: https://spoti.fi/3Z2AVJm #Framework #HumanCenteredGuidance #FinancialWellbeing #HolisticFinance #EmpathyInFinance #FinancialAdvisors #ClientFocused #WealthManagement

Today’s the day! Join Carson’s Know Your Worth livestream with Michael Belluomini and Jeff Harris happening at 11 a.m. CT. They'll be joined by guest Rob Madore of MarshBerry. Don’t miss this opportunity to hear insights on the essential value drivers that attract buyers and more. See you there! https://bit.ly/40xcwx3

Don’t miss this month’s Know Your Worth livestream with Carson’s Michael Belluomini and Jeff Harris taking place tomorrow Thursday, November 14, at 11 a.m. CT. They’ll take a deep dive into the key value drivers buyers look for when making an investment and more! https://bit.ly/40xcwx3

Remember, a key role for advisors is to help clients remain calm. WealthManagement.com shared my thoughts on the best ways for advisors to help clients post-election. https://lnkd.in/ghnedHti

What if clients’ behaviors aren’t “flaws” to fix but are simply human? ?? For too long, financial advice has tried to “correct” clients’ instincts, treating natural human responses as issues to overcome. Brian Portnoy challenges this view, urging advisors to dig deeper and understand the true motivations behind clients' choices. Join us in exploring a new approach that respects clients' instincts and honors what makes them uniquely human. Check out Brian’s insights on Framework: https://apple.co/3O5LANa #Framework #HumanCenteredFinance #ClientFirst #BehavioralFinance #FinancialAdvisors #EmotionalIntelligence #WealthManagement #EmpathyInFinance #ClientFocused