Carson Tapped as FPA Coaching Partner

What You Need to Know

As part of a new, three-year pact, Carson Coaching has become FPA’s official coaching partner.
The partnership includes a wide variety of Carson Coaching services.
More than 12,000 advisors have used Carson Coaching to date, according to parent Carson Group.

As part of a new strategic partnership, the Financial Planning Association said recently that it made Carson Coaching its “official coaching partner.”

The new, three-year partnership is “focused on supporting the business and leadership needs of FPA members and provides financial professionals with access to a wide range of services provided by Carson Coaching,” FPA and Carson Coaching parent Carson Group said in a joint announcement.

More than 12,000 advisors have used Carson’s coaching program. Pointing to a recent survey, FPA and Carson Group said 98.72% of current Carson Coaching members indicated they were more successful due to the coaching relationship.

“We’ve seen the tremendous impact coaching can have in supporting financial planners as they move through the profession; we look forward to our partnership with FPA and share in their commitment to move the industry forward,” Jamie Hopkins, Carson Group managing partner of Wealth Solutions, said in a statement. Carson Coaching has been serving advisors for nearly 30 years, he noted.

Carson Coaching has supported FPA and its members prior to the new pact, Patrick D. Mahoney, FPA CEO, pointed out. “Carson is a recognized name in the financial services industry, and their coaching programs have helped thousands of professionals and business owners achieve a higher level of success,” he said in the announcement.

“FPA is focused on working with companies like Carson Coaching that can further position FPA as the partner in planning to CFP professionals of all business models and backgrounds, according to Mahoney. “This value-add partnership enhances the opportunities our members have to receive the important practice support they need.”