Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It

Episode • Jun 11, 2024 • 28m

Today Rusty & Robyn are joined by Jessica Golson, Senior Vice President of Investments and Trading at Carson Wealth Management. Jessica received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses. She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor, she has since held influential roles in Trading, Performance and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures. Outside of work, Jessica soaks up every second she can with her husband Terrance and their three amazing children, Wyatt, Jacob and Adalynn.

Key Takeaways

[02:50] - Jessica’s professional background and more on her career in investing.
[04:25] - Carson has a business partnership platform called “Run, Grow, Love Your Business.” Learn more about this and the work that Jessica is doing at Carson.
[07:19] - What are some of the things that Jessica is most excited about at Carson right now?
[09:50] - What are Jessica’s thoughts on the future of the Wealth Management Industry, as a whole, and how does she think that AI and technology will impact our industry going forward?
[12:12] - How might clients’ expectations of their advisors change in light of recent technological advancements? Also, what can advisors do to better prepare for this shift?
[13:16] - How can we recruit more women into the Wealth Management profession, especially considering that they are going to control the majority of the investible assets in the future?
[16:45] - What qualities does Jessica look for when her team is hiring new talent?
[18:50] - Advice or words of wisdom for those who want to enter the Wealth Management profession?
[19:46] - What is Jessica’s favorite investment idea at the moment?
[20:28] - How does Jessica maintain her energy, both physical and mental, to perform at a high level in such a demanding industry?
[21:56] - Who are some of the mentors and colleagues that Jessica is particularly thankful for?

Quotes

[05:16] - “When we talk about ‘Run, Grow, Love Your Business…’ the pillars to get there [is really about] focusing on the fundamentals…but also make sure [you] are evolving, that gets stagnant really quick…Another piece is accelerating [your] growth and…we like to think Carson is synonymous with growth…and I think we tie that all together…with that third leg of the stool, which is just [fostering] a culture of excellence.” ~ Jessica Golson

[08:18] - “When it comes from an investment standpoint in our team…[we like to ask ourselves] ‘how do we focus some of our skills and knowledge towards investment strategies that align with the Carson values?’ And so, we’ve recently launched two SMA strategies: one is focused on women CEOs and the other is focused on AI.” ~ Jessica Golson

Links

Connect with Us

Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Compliance Code: 1374-OPS-5/30/2024

Activity

Switch to the Fountain App

Open in Fountain