Gregg Johnson Email & Phone Number

14600 Branch St, Omaha, NE 68154

Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a.

Omaha Council Bluffs Metro Chapter

As a member of the Omaha Council Bluffs Metro chapter of the American Red Cross Board of Directors, I develop and implement strategies that achieve and maintain positive awareness of the Red Cross. Through building relationships and growing financial resources, I work to ensure that the Red Cross will continue to support communities and alleviate human.

• In this newly created role, I oversaw strategy and operations within Business Development Recruiting across wealth management firms. I led independent recruitment and business development teams to drive profitability.
• Selected for newly created EVP role; developed and received approval for comprehensive organizational redesign across six B/D teams that integrated best practices and established strategy for capital investment
• Affiliated $105M+ in trailing 12-month fees/commissions, and $14B in new assets within first year
• Advanced lead generation in partnership with marketing teams and formalized consultative sales training program, yielding 35% YOY increase with projected 115% goal achievement for FY21
• Helped steer corporate strategy as member of Securities America Executive Committee for Advisor Group, Inc., the nation’s largest network of independent wealth management firms

• I guided strategy, overall direction, and daily operations within Business Development Recruiting, Financial Institutions, Corporate Acquisitions, and New Advisor Onboarding and Transition units to catalyze annual.
• Member of Securities America Executive Leadership Committee
• Affiliated FAs with $600M+ of total revenue over 14 years and expanded corporate footprint in growing Hybrid and RIA-Only segments
• Created new Financial Institutions Division by formulating strategy and business plan to deliver B/D and Advisory services to FI’s; led division to become Top-10 program and generate $25M+ in annual fees
• Established new M&A Department that orchestrated 10 successful B/D acquisitions and integrations, producing over $133M in revenue
• Founded new Relationship Management Department by implementing business plan that strengthened Advisor engagement and mitigated retention risks

• Founded and built multimillion-dollar retail investments and insurance division within First National Nebraska, Inc., the largest closely held financial institution in U.S., that extended financial planning services to.
• Recruited, onboarded, and coached 60 sales staff, including 32 FAs at 10 bank charters across six states, to support explosive growth from zero to $15M+ in annual gross revenue
• Fostered culture of collaboration amongst Investments & Planning, Retail Banking, Commercial & Private Banking, and Trust departments to enhance financial service capabilities and delivery
• Improved profitability by creating financial planning sales incentive plans and training comprehensive risk management procedures, marketing and lead generation plans, and recruitment strategy

Mba, Business

Bs, Business And Marketing

Activities and Societies: Baseball team

Securities Industry Institute Program

The Securities Industry Institute Program is the premier Executive Development Program for Financial Industry Professionals, hosted by.