Gregg Johnson — National Sales Director · Carson Group

Gregg Johnson — National Sales Director · Carson Group · Omaha, Nebraska, United States.

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About

I am an accomplished and reputable financial services executive known for creating double-digit YOY growth and delivering results in the independent Broker/Dealer and RIA markets. Through innovation, strategic thinking, and collaboration, I develop the organizational infrastructure and workforce that drive achievement of short- and long-term growth goals. Having served in a variety of executive leadership roles, I honed an expansive technical and interpersonal skillset that makes me successful in devising big-picture strategy and working cross-functionally to implement the strategy on a granular level. A client-centric focus guides me in creating optimized corporate strategies, structures, lead generation programs, and recruitment initiatives.

• Financial Services & Institutions• Short- and Long-Term Strategic Growth Planning• New Business Unit Creation• Organizational Design & Transformations• High-Performing Team Development & Coaching• National Recruitment, Training & Retention Initiatives• Sales & Business Development Strategies• Consultative Selling Process & Training Programs• Mergers, Acquisitions & Integrations • Client Relationship Management

Experience

National Sales DirectorCurrent
Carson Group · 14600 Branch St, Omaha, NE 68154
Oct 2021 – Present
As National Sales Director at Carson Group, I sit on the Executive Leadership Team and lead the Business Development and M&A Sales teams, focusing on driving new assets through innovative affiliation models. My role involves developing and fostering relationships with financial advisors and enhancing the service offerings across various business lines. · Assessed organizational design, compensation plans, lead generation strategy, and CRM usage to enhance capabilities. · Implemented new sales strategy and process and aligned with revised CRM tracking and KPI’s. · Provided executive leadership in developing the new asset M&A strategy, driving explosive growth and becoming one of the industry’s most acquisitive firms · Updated reporting packages for individual contributors, division, and executive management. · Increased AUM from new direct partners and acquired practices 150% and 220% respectively in first full year with the company · 2025 results reflected a 4x and 6x increase respectively in new AUM over 2021