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Practice Management > Building Your Business

Carson Group, Barron’s and Creighton University Partner to Woo Next Generation

By Marlene Satter

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The Carson Group family of companies, with $6.8 billion in assets under management, has announced a strategic relationship with Barron’s and Creighton University in Omaha, Nebraska, to make the next generation aware of the opportunities within the financial services profession.

Carson Group is funding an exclusive license from the Barron’s in Education program for the student body, staff and faculty of Creighton’s Heider College of Business to, among other things, encourage career development among those aspiring to become financial services professionals.

Carson Group has also launched a rotational internship program that allows students to gain deeper knowledge of various specialties within a financial services firm before committing to a single course of study so that they may choose the one that most strongly appeals to them.

In addition, the six-month program also allows students not just to make a meaningful contribution to the firm with which they work but also to complete four 6-week rotations in its investment management, business development, wealth management and marketing divisions.

“There is unprecedented opportunity in the financial advisory profession, which is projected to enjoy above-average growth in coming years,” Ron Carson, CEO and founder of Carson Group, says in a statement. “We know that the emerging workforce increasingly values experiential learning, social impact and mentorship.”

The firm is also training its advisors in how to mentor their young interns. Its executive business coaches are already providing member firms with guidance and consulting on various best practices, including the establishment of an “Advisor Growth Plan” and how to attract next-gen human capital.

“Millennials and Gen Z have oftentimes been misunderstood and discounted, especially in our profession,” Aaron Schaben, executive vice president of Carson Group, says in a statement. “Equipped with the right knowledge, and given the right roadmap for growth, they will have an unmistakable impact on financial services. It’s why we must continue to collaborate with industry leaders and educational institutions to introduce bright, young talent to our profession.”

— Check out Ron Carson Chooses His Successor on ThinkAdvisor.

Marlene Satter

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