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ADVISOR SUPPORT PLATFORMS Registered Investment Advisors (RIAs)
CARSON GROUP
Marketing Monitor
Marketing Monitor is a digital marketing analytics dashboard that partner firms use to aggregate and view KPIs like website visits, social media engagements, email open rates, ranked organic keywords, paid conversions, etc. This product is the first-of-its-kind in the industry because it allows advisors to see data from multiple marketing platforms such as Google Analytics, Facebook, LinkedIn, SalesForce Marketing Cloud, and Search Engine Marketing Counsel in real- time and all in one place. It offers a
holistic view of marketing performance and saves advisors time from having to pull manually from multiple platforms. The dashboards offer a 360-degree view of partner performance to Carson’s marketing team, empowering them to make data-driven decisions that net real, trackable results around key metrics like brand awareness and lead conversion.
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages $30 billion in assets and serves more than 47,000 families among its advisory network of 147 partner offices, including 52 Carson Wealth locations. For more information, visit www.carsongroup.com.
www.carsongroup.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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