Ep 34: Growth and Success Through Carson Coaching

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We’re excited today to welcome on someone that has tremendous insight into business growth and personal development.

Dr. Gerry Herbison, ChFC®, CFP®, CASL®, CLF® came to Carson Coaching after a long and successful career and he currently serves as a Carson Executive Business Coach along with his other responsibilities as a professor at the American College of Financial Services.

During his career, he’s developed a specialty in management, leadership and development by studying top performers across the country. He brough that experience to Carson and helped develop and write about half of the online courses during his first year on the job.

Today he explains some of the pillars Carson leans on with its partner firms to drive growth for businesses and advisors.

Here’s some of what you’ll learn from this episode:

  • His journey to becoming a Carson Coach. (2:29)
  • The evolution of the Carson Group and how their different from other advisory firms. (5:40)
  • The commitment Carson and FIG have made to invest in technological solutions. (9:44)
  • Details on the Excel event coming up in Vegas. (12:35)
  • The explosive growth Carson has seen in recent years and what’s driving it. (14:31)
  • His view on hiring and staffing. (18:17)
  • How employee engagement impacts ROI for firms. (24:15)
  • How they developed their organizational chart by firm size. (30:53)
  • The one life lesson Dr. Herbison would share with you. (42:10)

If you’d like to take advantage of a complimentary 30-minute introductory call to see if a partnership makes sense, please reach out to Karl and we’ll connect you directly to Dr. Herbison.


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