This week In The Suite welcomes Teri Shepherd into the guest chair. Teri is President of Carson Group and has the distinct honor of being the first woman appointed to Carson Group’s Executive Team. But it didn’t come easy nor arrive on a silver platter; on the contrary. Teri’s professional journey to the C-suite was decades in the making after working numerous roles, receiving mentorship, and what she describes as ‘finding her voice’—thanks in part to Ron Carson, Founder and CEO of Carson Group.
Teri and I also speak about how Carson Group achieved its goal of recruiting more women and fostering diversity within their organization, beginning with her own hire. At the time, it was a mission-critical decision. “Ron Carson hired me with the goal of doing more,” Teri said. I swear I could hear a pin drop when Teri said, “Yes Ron gave me a seat at the table, but Ron also helped me to have a voice at the table.”
Carson Group is a family of companies - Carson Wealth, Carson Coaching, and Carson Partners - led by Barron’s Hall of Fame advisor Ron Carson, which serves financial advisors and investors through its businesses. At Carson Group, they remain focused on having a diverse set of advisors to help everyone and are committed to being the most trusted for financial advice and guidance through serving advisors and investors.
During my time with Teri In The Suite, I also discovered a few of Teri’s own super powers: adaptability and leadership. At the heart of everything, neither Teri nor Carson Group doesn’t get distracted. They do what’s best for the client, the advisors, and their internal stakeholders. Furthermore, Teri can see things in other people that they may not see themselves. She has a higher calling to help women and shares her thoughts on the importance of mentorship and how leaders of today can step up their game.
Join the conversation to hear more about:
Referenced Materials
Teri Shepherd LinkedIn
Carson Group
Carson Wealth
Carson Coaching
Carson Partners
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