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Carson Group

@CarsonGroupLLC

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Joined January 2017
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@CarsonGroupLLC
Carson Group
2 years
Big news and a huge welcome to @RyanDetrick , who joins our team as Chief Market Strategist. Ryan’s role is all about advancing our research and investments team, delivering market insights, and driving growth for our partner firms.
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@CarsonGroupLLC
Carson Group
5 years
Happy Birthday, @rchusker ! 🎂 We're stealing your quote: May the best day of your past be the worst day of your future. Cheers to another year of incredible leadership!
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@CarsonGroupLLC
Carson Group
6 years
Happy Birthday to our incredible Founder & CEO, @rchusker ! We are constantly driven by your innovative ideas and passion for our profession!
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@CarsonGroupLLC
Carson Group
5 years
This group of Carson Stakeholders & Partners finished the @SpartanRace this morning! Hear about the race from @rchusker and team in this #Ronsense :
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@CarsonGroupLLC
Carson Group
5 years
We're lucky to have you, @bmathis18 ! Thank you for your dedication and expertise the past 6 years! May you spend many more days golfing with @QKilgore and enhancing our #fintech . Happy #Carsonversary !
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@CarsonGroupLLC
Carson Group
6 years
Congratulations to our Chief Operating Officer, Teri Shepherd, on receiving the Top Women in Asset Management Award from Money Management Executive! Check out this issue to hear how Teri is impacting women in the industry.
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@CarsonGroupLLC
Carson Group
5 years
Excited to share our marketing team received 3️⃣ awards tonight at the @AMA_Omaha Pinnacle Awards! Congratulations to all who entered!🏅
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@CarsonGroupLLC
Carson Group
2 years
Did you miss @RyanDetrick on @YahooFinance today? Catch his discussion on consumer sentiment, credit markets, and the possible #bearmarket rally on replay here:
@YahooFinance
Yahoo Finance
2 years
“We got 90% of the stocks in the S&P 500 above their 50-day moving average,” Carson Group’s @RyanDetrick says. “To see that much breadth, that’s a really good thing.” Full comments:
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@CarsonGroupLLC
Carson Group
2 years
This week, Carson’s @RetirementRisks talks with @RyanDetrick , Chief Market Strategist at Carson Group. Here, @RyanDetrick talks about how midterm election years are historically tough for the markets:
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@CarsonGroupLLC
Carson Group
3 years
Congratulations to all of tonight’s #Wealthies winners! We’re honored to have @RetirementRisks named Thought Leader of the Year for Individual Firm Leaders 👏🏻
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@CarsonGroupLLC
Carson Group
5 years
We’re live at our new HQ Groundbreaking Ceremony! Get the first look at our new location.
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@CarsonGroupLLC
Carson Group
2 years
Congratulations to Carson Stakeholders @KelseyRuwe and @scttconroy on their successful completion of the 126th @bostonmarathon ! #LifeAtCarson
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@CarsonGroupLLC
Carson Group
5 years
“When something goes wrong, focus on the ‘inner me,’ not the enemy. When you take ownership, you live your best life.” @CoachAvery6 at #Excell19
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@CarsonGroupLLC
Carson Group
2 years
Twitter: Hear directly from @RyanDetrick why he left the broker-dealer world to join Carson Group as he sits down with @_BurtWhite for a Q&A on Thursday, August 4, at 11:30 a.m. They’ll also discuss the future of the advisor space, the markets and more.
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@CarsonGroupLLC
Carson Group
6 years
The best reward to end the first day of #CarsonDays ? These kiddos from Boys & Girls Club got to pick out their bikes from the bikes we put together! #WeAreCarson
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@CarsonGroupLLC
Carson Group
4 years
“Commit to making decisions. Don’t wait for the perfect solution. Decide and move forward.” Carson CMO @JudMackrill was named to @InvestmentNews ’ 40 Under 40 List! Congratulations to Jud and the other honorees! Read more about #IN40 :
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@CarsonGroupLLC
Carson Group
4 years
We are thankful to hit a milestone at Carson Partners: 30,000 families served across our partnership! In this #Ronsense , @rchusker shares a Thanksgiving message on the importance of helping these families.
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@CarsonGroupLLC
Carson Group
3 years
Congratulations to our very own @RetirementRisks , now Managing Partner of Wealth Solutions. As Jamie told @CitywireRIA : "It’s a momentous time for the entire organization, and I’m glad to be a part of this next chapter of growth." We're glad, too, Jamie!
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@CarsonGroupLLC
Carson Group
8 months
These women are changing the game! Join us in congratulating the Women in Wealth Management finalists for the Industry Transformer Award. They're shaking things up in the industry, bringing fresh ideas and innovation to the table. #WIWM #ExcellRepresent #WIWMAwards
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@CarsonGroupLLC
Carson Group
6 years
Happy Birthday to our EVP, @AaronSchaben ! Thank you for your continuous vision for our company. #CarsonCulture
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@CarsonGroupLLC
Carson Group
6 months
Huge congratulations to this years Women in Wealth Management Award winners! These women truly define the industry, and we are so proud to recognize them. #ExcellRepresent
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@CarsonGroupLLC
Carson Group
5 years
We can't thank you enough for 10 years of dedication to our firm, @AaronSchaben ! We wouldn't be where we are today without your expertise. Happy #Carsonversary !
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@CarsonGroupLLC
Carson Group
3 years
We're wishing our leader, @RCHusker , a very special Birthday today! 🎂
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@CarsonGroupLLC
Carson Group
5 years
Thank you for being the driving force behind our advisor's marketing efforts the past 6 years. You've truly made a difference for so many firms – and made us laugh along the way! Happy #Carsonversary , @MarketingMinna !
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@CarsonGroupLLC
Carson Group
5 years
Excited to share we've made the @inc5000 list for a third consecutive year! One in eight companies have made the list three times, so we're ecstatic! Thank you to our stakeholders, partners and clients who made this achievement possible. #LifeAtCarson #Inc5000
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@CarsonGroupLLC
Carson Group
5 years
We officially have 200 Stakeholders! Huge shout out to our talent team for bringing on amazing people to join our movement! 🎉 #CarsonCulture
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@CarsonGroupLLC
Carson Group
2 years
Carson’s new Chief Market Strategist @RyanDetrick will sit with @_BurtWhite for a Q&A as they discuss the future of the financial advisor profession, how they hope to advance Carson’s mission and more. Register to join them Thursday, August 4 at 11:30 a.m.
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@CarsonGroupLLC
Carson Group
5 years
Honoring @RetirementRisks this morning at @mbjpublications 40 Under 40 Luncheon. Congrats, Jamie!
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@CarsonGroupLLC
Carson Group
6 years
OUTWORK. Hear how this has helped @KirkHerbstreit in his own career in this #Ronsense with @rchusker live from the #NationalChampionship today! #RunWithCarson
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@CarsonGroupLLC
Carson Group
5 years
Thank you for your enthusiasm and knowledge on fintech the past 5 years, @QKilgore ! Happy #Carsonversary ! #CarsonCulture
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@CarsonGroupLLC
Carson Group
3 years
Nelly puts the comfort in Chief Comfort Officer as she leads the pack in celebration of bring your dog to work day at our global headquarters in Omaha.
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@CarsonGroupLLC
Carson Group
5 years
Thank you for your dedication to our brand and expertise the past 9 years, @joesteuter ! Happy #Carsonversary !
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@CarsonGroupLLC
Carson Group
5 years
Run, @AaronSchaben , run! Aaron will be running in the @bostonmarathon for @Dreams4Seniors this year! We surprised him this morning by helping raise $ with these shirts. You can help donate here:
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@CarsonGroupLLC
Carson Group
5 years
Today's News - Carson creates the Profession's First C-Level Role for Advisor Transformations by Appointing Lantz Hunt Chief Transformation Officer:
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@CarsonGroupLLC
Carson Group
5 years
Excitement for our COO today, named one of @newsfromIN ’s Women to Watch! Teri does so much for Carson Group & her “fan club” (our whole company) couldn’t think of anyone more deserving! #INw2w 🎈
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@CarsonGroupLLC
Carson Group
5 years
Congratulations to our Marketing Intern @Claire_Carson96 on her graduation from @UNOmaha this week! 🎉
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@CarsonGroupLLC
Carson Group
6 years
@rchusker and stakeholders (+ @carson_partners @farondaugs team) completed a @SpartanRace this morning! What is your MTP? #Ronsense #CarsonCulture
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@CarsonGroupLLC
Carson Group
5 years
@rchusker & @AaronSchaben are gearing up for today’s @SpartanRace in this #Ronsense . Plan something every year to prepare for - over 30 stakeholders and Carson Partners are competing! #CarsonCulture
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@CarsonGroupLLC
Carson Group
5 years
Proud of our COO, Teri Shepherd, part of @newsfromIN ’s 2018 class of Women to Watch. Read more at #INw2w
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@CarsonGroupLLC
Carson Group
4 years
Here we go! #PartnerSummit2020 kicking off now! We are excited to gather our 100-plus firms together virtually for three days of learning and growing together.
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@CarsonGroupLLC
Carson Group
5 years
Thank you to the 100+ women at Carson who execute our vision every day. You constantly inspire us! #IWD2019 #BeBoldForChange
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@CarsonGroupLLC
Carson Group
4 years
3 keys as we consider the state of the markets from @rchusker : • Strong companies are going to get stronger. • Clients will assume if you’re doing well, they’re doing well. • There are silver linings in interest rates, gas prices. Learn more in the latest #Ronsense .
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@CarsonGroupLLC
Carson Group
4 years
We've hit an amazing milestone: $12B in AUM spanning more than 31,000 families served. With that, we're covering technology costs for all partner firms. ✅ Salesforce ✅ Orion ✅ Smarsh ✅ Egnyte ✅ eMoney Learn more:
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@CarsonGroupLLC
Carson Group
11 months
Congratulations to @samanthajoallen for being recognized as a finalist in the esteemed 2023 @wealth_mgmt Wealthies Awards as a Rising Star of the Year Honoree! 🌟 This achievement reflects her exceptional talent and dedication in the wealth management industry. #WealthiesFinalist
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@CarsonGroupLLC
Carson Group
5 years
There are some big moves happening with large industry firms this week - and we're beginning a new move of our own with Carson's groundbreaking ceremony tomorrow at 3pm! Making our 100-year vision a reality!
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@CarsonGroupLLC
Carson Group
6 years
It’s Treat Yo Self Tuesday for #StakeholderAppreciationWeek ! Find treats periodically all day + special desserts at our company meeting this afternoon! #CarsonCulture #INBestPlaces 🍿🥜🍬🍪🥂🍫
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@CarsonGroupLLC
Carson Group
2 years
Day one of Partner Summit was a whirlwind! It was a day full of exciting news, networking and insight. We're looking forward to day two!
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@CarsonGroupLLC
Carson Group
10 months
How do we see the second half of 2023 playing out? Find out next Tuesday when we release our Midyear Outlook from @RyanDetrick and @sonusvarghese , along with a new Facts vs. Feelings episode, a presentation you can share with clients, and more!
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@CarsonGroupLLC
Carson Group
6 years
Today we're celebrating #InternationalWomensDay ! Each hour, we'll post a photo of a stakeholder sharing her voice to #PressforProgress ! #IWD2018
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@CarsonGroupLLC
Carson Group
6 years
Congratulations to our Marketing Intern Jamie on her graduation from @Creighton this month! We are so proud of you & lucky to have had you at Carson Group!
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@CarsonGroupLLC
Carson Group
3 months
How are you spending your extra day this year? Make the most of it by joining @sonusvarghese and @RyanDetrick on Feb. 29 for Live on Leap Day with Facts vs Feelings – Invest your Bonus Day, streaming live right here on X! Guests: Libby Cantrill of @pimco , @CathieDWood ,…
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@CarsonGroupLLC
Carson Group
5 years
Grateful for all of the dads and their impact. Happy Father's Day!
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@CarsonGroupLLC
Carson Group
5 years
We're excited to unveil our new unified brand identity today!
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@CarsonGroupLLC
Carson Group
5 years
Thank you for your dedication and expertise the past 13 years, @LauraPiersonPAA ! Happy #Carsonversary ! #CarsonCulture
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@CarsonGroupLLC
Carson Group
6 years
Our new stakeholders get a complimentary @Starbucks drink when they start at Carson Group! Our concierge Katie delivered Mandi and Dani their drinks this morning! #CarsonCulture
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@CarsonGroupLLC
Carson Group
5 years
In this #Ronsense , @rchusker is at @CEOCoachMark 's CEO Summit, where he met and heard George W. Bush speak. Ron's sharing powerful insights from the 43rd President.
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@CarsonGroupLLC
Carson Group
5 years
Our COO, Teri Shepherd, will be recognized today at @investmentnews ' #INw2w luncheon. Teri has a passion for the industry, helping small business owners, and making their lives easier. Learn more about Teri and the confident females named Women to Watch in this video:
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@CarsonGroupLLC
Carson Group
6 months
Happy Thanksgiving, from our Carson family to yours!
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@CarsonGroupLLC
Carson Group
2 years
Happy International Women’s Day! At Carson, we celebrate all of the dedicated, hard-working, trailblazing women that make our company great — not just today, but every day. You truly make an impact! #IWD2022 #InternationalWomensDay #LifeAtCarson
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@CarsonGroupLLC
Carson Group
5 years
The many emotions of our compliance team. Happy #Halloween ! #LifeAtCarson 😆🧐😬🥴🤩😜🤓😂😷
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@CarsonGroupLLC
Carson Group
6 years
Coming to you from his 55th mountain summit, @rchusker shares wisdom about going above and beyond in this #Ronsense . You haven’t lived until you do something nice for someone who never expected it and can never pay you back.
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@CarsonGroupLLC
Carson Group
6 years
Join @rchusker in Havana, Cuba for this #Ronsense - where the monthly salary is a lot lower than in America – listen to hear how much. Ron reminds us to appreciate everything we have, because most of us have it so good.
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@CarsonGroupLLC
Carson Group
29 days
Today we fill two pivotal positions on our executive leadership team with iconic industry innovators. We are excited to welcome @ENVDani as Chief Strategy Officer and @hrandolphcarter as our Chief Marketing Officer!
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@CarsonGroupLLC
Carson Group
5 years
Coming to you from Beverly Hills in this #Ronsense , @rchusker shares why you should thoroughly enjoy everything you do. Are you all in on your game plan?
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@CarsonGroupLLC
Carson Group
3 years
CEO of @Onrampinvest Tyrone Ross is an advisor fueled by his passion to promote financial literacy and end childhood hunger, homelessness and poverty. He strives to be a voice for the voiceless. Don’t miss @TR401 at #Excell2021 . Learn more:
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@CarsonGroupLLC
Carson Group
4 years
Proud to be a top 100 RIA! Thanks to all of our partners, stakeholders and friends!
@barronsadvisor
Barron's Advisor
4 years
Our 2020 Independent Advisors and RIA Firm Rankings are out now! Congratulations to all featured on this year’s list. Top 100 Independent Advisors: Top 100 RIA Firms:
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@CarsonGroupLLC
Carson Group
5 years
We're passionate about our people - and Chief Operating Officer Teri Shepherd is an incredible example for other stakeholders. Thank you for your dedication and expertise the past 7 years, Teri! Happy #Carsonversary !
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@CarsonGroupLLC
Carson Group
3 years
How are you covering cryptoassets with clients? Enter @TR401 and @Onrampinvest . The #fintech company educates RIAs and helps them invest clients in digital assets like Bitcoin. Many industry voices, including @RetirementRisks , back the project. Read why:
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@CarsonGroupLLC
Carson Group
5 years
In this #Ronsense , @rchusker recaps a conversation he had with a homeless person. Gratitude and appreciation are just two things that come up when finding out other people's story.
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@CarsonGroupLLC
Carson Group
3 years
Thankful to celebrate the 2021 #Wealthies together last night. Congratulations to @RetirementRisks and all of the finalists and winners!
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@CarsonGroupLLC
Carson Group
5 years
"Ron Carson formalized his firm’s succession plan, naming Aaron Schaben and Teri Shepherd as co-presidents." More in @finplan :
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@CarsonGroupLLC
Carson Group
5 years
Congratulations to our stakeholder Brodrick, who completed the @nycmarathon this past weekend! He ran with @livestrong after losing a family member to cancer a few years ago. Brodrick wanted to run for those who couldn't run this race themselves. #LifeAtCarson
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@CarsonGroupLLC
Carson Group
1 year
We gathered 450+ advisors and teams at Spring Partner Summit in Omaha. Over the past two days we: - Heard from Ron Carson on what #ThriveAtCarson means to him - Shared new announcements and tech updates - Celebrated Partnership and the start to a phenomenal year - Thrived!
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@CarsonGroupLLC
Carson Group
5 years
Refuse to have bad days. In this #Ronsense , @rchusker is celebrating the @CarsonWealth Amarillo, TX office opening and looking back on his partnership with @MichaelDavidCWM and the inspiring message he shared.
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@CarsonGroupLLC
Carson Group
4 years
We could not be happier to welcome @Lawrence_Sprung and @MitlinFinancial to Carson Partners! Please join us is saying congratulations to the entire Mitlin team!
@MitlinFinancial
Mitlin Financial Inc®
4 years
Big news: We are officially a partner with @CarsonGroupLLC ! We’re still the Mitlin Financial team you know and trust – now we can draw on Carson’s extensive and powerful resources to enhance your client experience. We’re excited to serve you during this new chapter!
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@CarsonGroupLLC
Carson Group
5 years
Thank you for finding and encouraging talent in our stakeholders, @KelseyRuwe ! We appreciate your dedication the past 11 years. Happy #Carsonversary !
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@CarsonGroupLLC
Carson Group
5 years
In this #Ronsense episode, @rchusker shares how to master the design of your life - everything starts with you internally. Think of yourself as the center of your #YOUniverse . What's keeping you from success?
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@CarsonGroupLLC
Carson Group
6 months
#ExcellRepresent is happening! We're so excited that you are here.
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@CarsonGroupLLC
Carson Group
5 years
Looking back on our new HQ groundbreaking last Friday - thank you for sharing this, @LeoADaly !
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@CarsonGroupLLC
Carson Group
5 years
What a day for @rchusker as he joined @SteveForbesCEO on @FoxBusiness to share his perspective on a variety of topics around the market, foreign trade, and what these trends mean for investors.
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@CarsonGroupLLC
Carson Group
6 years
Here is this week’s #StakeholderShoutout Marketing team member @joesteuter with a cuppa joe! ☕️ And it’s #NationalJoeDay what could be more perfect?! Joe is ever so clever with words and always makes Carson sound good. Thanks Joe! #CarsonCulture
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@CarsonGroupLLC
Carson Group
2 years
📣 Exciting news, @_BurtWhite is joining our executive team as Chief Strategy Officer. @RCHusker said it best, “We're extremely intentional about the people we add to our leadership team, and I couldn't be more excited about what Burt brings to the table"
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@CarsonGroupLLC
Carson Group
7 years
Rockin it tonight at #ExcellFall17 w/ @coleswindell kicking things off right w/ @rchusker & conference attendees! #Ronsense #behindthescenes
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@CarsonGroupLLC
Carson Group
9 months
Why does female representation matter in our industry? President @TerisShepherd stresses the positive impact female advisors have on quality of service. Change starts with us today. Take the Women in Wealth Research Survey:
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@CarsonGroupLLC
Carson Group
6 years
Coming from the Alaskan Railway, @rchusker is on his way to kayak and hike in this #Ronsense . For those of you that struggle with motivation to stay in shape, trips planned in advance give you a reason to have to train – peer pressure is powerful! Hear more in the video.
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@CarsonGroupLLC
Carson Group
4 years
What @rchusker is hearing on the ground from advisors at #NationalLINC : 🔹Massive industry consolidation 🔹Elimination of transaction fees 🔹Questions about the TD/Schwab merger More in this #Ronsense :
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@CarsonGroupLLC
Carson Group
5 years
In this #Ronsense at #Excell19 , @rchusker shares announcements from this afternoon's Partner Summit and excitement on what's to come.
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@CarsonGroupLLC
Carson Group
6 years
We’re inspired intrapreneurs. It’s not about having ideas, it’s about making ideas happen. Congratulations to stakeholder Jeff Harris, the winner of our first RISE Innovation Award! Our stakeholders competed by submitting and presenting their most innovative ideas. #CarsonCulture
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@CarsonGroupLLC
Carson Group
5 years
In this #Ronsense , @rchusker shares a method he's used his entire career to increase productivity, motivation and focus.
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@CarsonGroupLLC
Carson Group
6 years
Want to see some 25 of the pups at #BringYourDogToWorkDay at Carson Group? Here's our @facebook album (& a preview of a few...):
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@CarsonGroupLLC
Carson Group
8 months
Fall Partner Summit has kicked off! Our top priority this year is to empower our Partners with unparalleled support, enabling them to thrive and drive growth. Get ready for some deep and impactful conversations! #LifeAtCarson
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@CarsonGroupLLC
Carson Group
1 month
We're thrilled to announce a new chapter in Carson Group's journey! @rchusker , our founder, CEO, and wealth management trailblazer, is taking on a new role as Chairman and passing the torch to @_BurtWhite as our new CEO. 👇Read more about this exciting announcement and what's…
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@CarsonGroupLLC
Carson Group
11 months
We are proud to announce that @ErinWood402 has been shortlisted as a finalist in the 2023 @wealth_mgmt Wealthies Awards as a “Thought Leader of the Year”. Her innovative strategies and commitment to client and advisor success have earned her this well-deserved recognition.
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@CarsonGroupLLC
Carson Group
6 years
Today we have a #StakeholderShoutout for our magnificent training whiz Steve Synowicki! He keeps our partners in the know and is always willing to lend a hand with a smile. However, he believes matching shoes are optional. 😉 🧡 you Steve! #CarsonCulture
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@CarsonGroupLLC
Carson Group
4 years
What an honor! @RIAChannel has released its 2020 list of Top 100 Wealth Managers, and not only did Carson Group make the list, we’re ranked No. 6. The list recognizes firms as leaders in the field, and we’re thrilled to be included.
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@CarsonGroupLLC
Carson Group
4 months
Hear from our Chief Market Strategist @RyanDetrick in @wealth_mgmt 's 2024 Outlook Report 👇
@RyanDetrick
Ryan Detrick, CMT
4 months
Honored to be included in the @wealth_mgmt 2024 Market Outlook report!
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@CarsonGroupLLC
Carson Group
5 years
“Teri was the first female executive to join our team and she immediately set out to recruit more female wealth advisors and shape the culture at Carson." Congratulations to our President, Teri Shepherd, named a @TheStevieAwards Finalist! Read more:
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@CarsonGroupLLC
Carson Group
6 years
Our Marketing Team is Platinum @AMA_Omaha Award Winners!
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@CarsonGroupLLC
Carson Group
5 years
What is one of the biggest challenges advisors have? Human Capital. In this #Ronsense , @rchusker shares tips for retaining top talent.
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