The Carson Group provides financial advisors personalized solutions to help them become more successful in their practice. One of the services they offer is digital coaching sessions done via video conferencing. Instead of following a specific curriculum, the first Carson coaching session always begins with a discovery call with a Carson coach. The coach then listens and understands the current situation an advisor is in, and then creates a tailored program to address the challenges he or she is facing. The company also offers partnership services that help advisors with consulting, investment outsourcing, compliance, marketing, and more.

Both member area and online courses pages of The Carson Group’s website use the BuddyBoss Theme and Platform. The website uses LearnDash for its learning management system and WooCommerce to sell its online coaching services. You can see those pages here: https://coaching.carsongroup.com/wp-login.php, https://coaching.carsongroup.com/courses/