Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated to empowering insurance agents and advisors through unbiased education, collaboration, and accountability. With a decade of industry experience, he has built and sold multiple brokerage businesses and shares his insights at live events, including NAIFA's APEX conference.

IN THIS EPISODE…

As an advisor, do you feel like you're working tirelessly without seeing the growth you desire? While success is a continuous endeavor, you can elevate your business and personal satisfaction. How can embracing openness and learning from diverse thought leaders catalyze transformation?

Experienced financial services professional Carson Porter pivoted from the automotive industry to financial services, creating multiple income streams and a mastermind group to boost his and other agents’ success. He emphasizes the power of mastermind groups and other organizations to offer education and accountability. These valuable associations foster professional development and expand your network, allowing you to build trust with clients, cultivate industry relationships, and build a sustainable business and career path. 

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan chat with Carson Porter, an experienced financial advisor, about mastering the craft of financial advising. Carson dispels common industry myths, encourages joining supportive organizations like NAIFA, and proposes innovative perspectives on building sustainable business models in the financial services industry.

RESOURCES MENTIONED IN THIS EPISODE:

• Chris Gandy on LinkedIn
• Suzanne Carawan on LinkedIn
• NAIFA
• Carson Porter on LinkedIn

Quotable Moments:

• "Give value without expectations; just give value and the money will come." 
• "If you really care about NAIFA, go find three agents today that aren't members of NAIFA and get them to join."
• "It's not lonely at the top; go find some folks and bring them here."
• "The only real million-dollar ideas are the ones you're making a million dollars on."
• "My first job was to be an expert marketer."

Action Steps:

1. Embrace continuous education: Engage in self-study and professional courses to deepen industry expertise. Carson Porter's educational journey underlines how continuous learning can redefine your career path.
2. Leverage technology: Integrate technology for better client management and compliance. Carson's experience shows that a tech-forward approach can enhance service quality and operational efficiency.
3. Build systems and processes: Systemize your advisory practice for sustainable growth. Carson's transition from auto repair to financial services teaches us the importance of creating value through systems.
4. Join supportive organizations: Carson's story emphasizes the importance of joining organizations like NAIFA for networking and education.
5. Examine your role: Assess whether entrepreneurship or intrapreneurship suits you best. Understanding your natural inclination can lead to a more fulfilling and successful career in financial services.

SPONSOR FOR THIS EPISODE...

This episode is brought to you by the National Association of Insurance and Financial Advisors, or NAIFA, the #1 association for producers in financial services.

At NAIFA, we enhance professional skills, promote ethical conduct, and advocate for legislative and regulatory environments.

By joining NAIFA, you gain access to a partnership that elevates your performance while providing greater purpose to your professional work. NAIFA members are happier, make more money, and stay in the business longer.

Get in touch with NAIFA and learn more about how to join NAIFA by visiting NAIFA.org.