Carson Group Announces Corporate Rebranding Introduces Carson Group Partners and Carson Group Coaching

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Sep 20, 2017, 07:00 ET

OMAHA, Neb., Sept. 20, 2017 /PRNewswire/ -- Carson Group, a conglomerate of companies serving advisors and investors, today announced the official rebrand of its organization, the renewed vision backed by its internal stakeholders, and the unique opportunity the new brand seeks to capitalize on in financial services. As an all-encompassing growth partner for advisors across the country, the firm decided to align its expansive thought leadership and simplify its offering to better support advisors as the profession undergoes significant change of its own.

The rebranding efforts include the dual transformation in naming conventions to Carson Group Coaching, formerly known as Peak Advisor Alliance, and to Carson Group Partners, formerly known as Carson Institutional Alliance. Both firms bring a long-standing history and well-regarded reputation to the newly unified mission of Carson Group.

"I can't think of a more exciting time in our 34-year history, both because of the evolution we've undergone to redefine our offering and the opportunity that lies ahead to help advisors grow," said Ron Carson, Founder and CEO of Carson Group. "We want to own the space to be the most trusted for financial advice, and our recent reorganization brings us a step closer to making that dream a reality. When you boil it down, we're on the eve of a movement to make the complex simple for the advisors we serve and, by extension, their clients. I can't think of a more imperative role to take on to better our profession."

Recent Momentum and Growth

The new branding and reorganization of Carson Group's companies is the most recent move in the firm's journey to further professionalize its operations, centralize the skillsets and experience of the team, and enhance the wide range of solutions it's able to provide to advisors. The recent momentum has been widely recognized both inside and outside the industry. Earlier this year, Carson Group was recognized as a Finalist for the Wealth Management Industry Awards in two categories: Industry Disruptor and Succession/Ownership Transition Services. At 119 stakeholders, the firm was also recently named to the prestigious Inc. 5000 list of America's Fastest Growing Companies and, as of this week, selected as one of Barron's Top 30 RIA Firms, underlining the efforts and investment made to transform the brand into a household name.

Carson Group Partners, formerly Carson Institutional Alliance, has more than doubled its total assets under advisement* to $8.56 billion over the past three years and more than tripled the number of Partner advisor firms in its community, with offices in 51 locations across the country. The growth extends well beyond Carson Group's walls to the advisors themselves, with Partner offices organically growing at an average of 21.71% over the past two years, far exceeding the average advisor growth rate. Carson Group Coaching, formerly Peak Advisor Alliance, has experienced an uptick in advisor membership as well, growing their community to an all-time high of 1208 firms, consisting of more than 5,000 advisors across the U.S. and Canada.

"No other organization combines the practitioner's perspective we've gleaned in coaching thousands of firms over the years with the optionality to become a Barron's-caliber business overnight; and the rebranding of Carson Group simply brings that differentiator to the forefront," said Aaron Schaben, Managing Partner at Carson Group Partners.

"Our identity as a brand in financial services has always centered around our passionate community of advisors," said Laura Pierson, Managing Partner at Carson Group Coaching. "As the needs of our advisors change, so do we. Whether you look at how we're reshaping our national Excell conferences to accommodate advisors of all shapes, sizes, and affiliations or how we're introducing new best practices for growth-focused firms, we want advisors to know we have a strong community to lean on for support."

"Every business decision we make starts with the client in mind," said Ron Carson. "Using the client experience as our roadmap and our compass ensures we're creating the best offering for our advisors and a seamless experience for their clients. The rebrand reinforces this mindset and sends a message to advisors that if you're an advisor looking to grow, we are here to help every – or any – step of the way."

About Carson Group

Carson Group Holdings ("Carson Group"), serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.

Founded in 1983, Carson Wealth has grown to become a Barron's Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.

Founded in 1993, Carson Group Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested action plans, and accountability that drive proven results.

Founded in 2012, Carson Group Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.

All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com.

About Carson Group Coaching

Carson Group Coaching is the country's leading financial advisor coaching and resources program. Founded in 1993 and based on the experience of Barron's Hall of Fame advisor, Ron Carson, as well as thousands of elite advisors across the U.S. and Canada, the firm helps advisors simplify the complexities of building more profitable businesses, provide exceptional client experiences, and live a principled and fulfilled life. Members receive one-on-one and group coaching support; various resources, strategies, systems, and tools; and participation in a growth-minded community of top advisors. Through this support and guidance, studies have found Carson Group Coaching members grow by 2.5X the industry average, over a two-year period. For more information, visit www.carsongroupcoaching.com.

About Carson Group Partners

Carson Group Partners has delivered tremendous success for clients and advisors alike, by simplifying what's often a complex relationship. Their platform offers a planning-based approach, advice in common language, and straightforward fees for clients. For advisors, Carson Institutional Alliance simplifies the complexities of owning a firm and managing a strong client base by providing coaching, partnership, and succession solutions. They're able to focus on growing their practice with scalable, integrated resources in marketing, investment management, operations, technology, and a community of growth-minded advisors. For more information, visit www.carsongrouppartners.com.

Carson Wealth and Carson Group Partners are DBA as CWM, LLC. Securities offered through Cetera Advisor Network s LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

* Please note that the amount of CWM, LLC's Assets Under Advisement is considerably larger than the amount of the firms regulatory Assets Under Management. Assets Under Advisement include regulatory Assets Under Management reported in CWM, LLC's Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC's regulatory Assets Under Management can be found in Item 5.F of CWM, LLC's Form ADV I, available at http://www.adviserinfo.sec.gov.

SOURCE Carson Group