Financial Planning Association taps Carson Group to be its official coach

Financial Planning Association taps Carson Group to be its official coach
The three-year partnership provides FPA members with access to services including Carson Coaching's online platform and its on-demand coaching.
MAR 08, 2022

The Financial Planning Association has entered into a three-year partnership with Carson Coaching, making the Ron Carson business its official coaching partner.

“The partnership is focused on supporting the business and leadership needs of FPA members and provides financial professionals with access to a wide range of services provided by Carson Coaching,” the FPA said in a release.

The program will provide complimentary access to Carson Coaching’s online platform, which offers on-demand coaching with 30 select courses; monthly, virtual group coaching sessions that cover a variety of business-building topics; discounts for Carson Group’s one-on-one executive business coaching; discounts to participate in Carson’s Emerging Advisor Growth Accelerator Program; discounts to local workshops and community-building events throughout the year and Carson’s annual conference in Las Vegas in September; access to video content and articles; and the ability to tap Carson coaches for speaking engagements.

“As they have in the past, Carson will continue to sponsor FPA conferences and provide memberships for their advisers," said Ben Lewis, the FPA's chief communications officer. "However, the real value of the program comes from being able to offer our members solutions that can help them build their businesses and best serve the needs of their clients.”

Latest News

Advisors handicap the brewing battle between Trump and Powell
Advisors handicap the brewing battle between Trump and Powell

It's a showdown for the ages as wealth managers assess its impact on client portfolios.

Savvy Wealth wooes Commonwealth advisors with Fidelity advantage
Savvy Wealth wooes Commonwealth advisors with Fidelity advantage

CEO Ritik Malhotra is leveraging Savvy Wealth's Fidelity partnership in offers to Commonwealth advisors, alongside “Acquisition Relief Boxes” filled with cookies, brownies, and aspirin.

Elder fraud complaints surge past $4.8 billion as investment scams lead losses
Elder fraud complaints surge past $4.8 billion as investment scams lead losses

Fraud losses among Americans 60 and older surged 43 percent in 2024, led by investment schemes involving crypto and social manipulation.

Apollo ramps up retail push with 'New Markets' division
Apollo ramps up retail push with 'New Markets' division

The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.

Commonwealth advisors, employees, let it all hang out on Reddit
Commonwealth advisors, employees, let it all hang out on Reddit

"It's like a soap opera," says one senior industry executive.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.