Resources

All Resources

News

Ron Carson Chooses His Successor

Ron Carson has found his “apparent successor” for the Carson Group in Aaron Schaben, who was recently named executive vice president.

Schaben, 32, has been at Carson Group for more than five years and assumed the role of  EVP in 2017 after serving as managing partner for Carson Wealth. Continue reading

News

Carson Group Adds $2B in Committed Assets in Q1

Carson Group, a family of companies committed to being the most trusted for financial advice and guidance through serving advisors and investors, today announced its most successful three-month growth period in company history. The firm now has $5.3 billion in assets under management.

From January through the beginning of April, 17 new Partner firms joined Carson Group, adding more than $2 billion in committed assets. These firms represent 29 new advisors and 18 new locations, adding to what is now a total 74 Carson Group Partner firms in 95 locations across the country.

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Videos

Ronsense: Excell Early Bird Pricing Ends Today!

In this #Ronsense, Ron Carson reminds advisors what’s to come at Excell 2018 from May 30-June 1st. We have an incredible lineup of keynote speakers, including Arianna Huffington, Marc Randolph (Co-Founder of Netflix), Howard Tullman (CEO of 1871 and futurist) and David Goggins (Endurance Athlete). Today is the LAST day to register and receive Early Bird Pricing! You can register here. Hear more from Ron today on Varney & Co this morning! Continue reading

Videos

Ronsense: Advice From Football Coaches

In this #Ronsense video, Ron Carson shares advice from his exchanges with successful football coaches: Bill Belichick and Nick Saban. What is their secret sauce? How does culture play into their winning formula? He also touches on what his team, the Denver Broncos, can do in the future. Continue reading

Videos

State of Blockchain and IA25 Reader Poll

Ron Carson gives advisors a heads up on what’s to come in future #Ronsense videos (the state of blockchain) and asks for your vote in the IA25 Reader Poll as an influencer in the financial space. Vote for Ron hereContinue reading

Videos

Ronsense: Inertia & The Price Of Progress is the Pain of Change

If you’re not moving as fast as the outside world, you’re going to go away. In this #Ronsense video, Ron Carson shares why you should not get stuck – regardless of what business you’re in, you’re going to be disrupted. Remember, the price of progress is the pain of change, but a little pain is good! Continue reading

Videos

Ronsense: Positive Stress Is Good

So often we are conditioned to think stress is bad. In this #Ronsense, Ron Carson shares why this is, in fact, false, as positive stress is healthy. Continue reading

Videos

Ronsense: Biggest Driver To Slow Growth

Ron Carson was recently in a board meeting where valuations of RIA firms was discussed. In this #Ronsense video, he shares what the biggest driver to slow growth is. Hint: You’ll be surprised, as he talks about it all the time!  Continue reading

Market Commentary

Ronsense: Blueprinting and Organizational Chart

Advisors today recognize the tremendous opportunity available in the financial services industry. In this #Ronsense, Ron Carson shares advice for those struggling with the question, “What’s the next thing I should do?” Go through a blue printing process and create an organizational chart of the future. Continue reading

Videos

Ronsense: Strike Back Office From Your Vocabulary

Want to ruin the client experience and expectations? You can do it with two words: Back Office. This #Ronsense video shares why you should strike the word “Back Office” from your vocabulary. Every stakeholder on your team is an impact player! Continue reading

Videos

We Are Carson Group

Together, let’s make an investment in your future to help you deliver the ultimate client experience. Inspired to be the most trusted for financial advice, we make the complex simple for investors and advisors. See why YOU should be a part of our community.

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Videos

Ronsense: What Do I Mean By Broken Dealer?

What do you mean by broken dealer? In this #Ronsense video, Ron Carson clarifies what he means when he uses the term “broken dealer”. Be creative in how you utilize your relationship with a BD to serve your clients at the highest level. Continue reading

News

CNBC Nightly Business Report: Stock Picks

Hear our Chief Investment Officer, Scott Kubie, on CNBC’s Nightly Business Report discussing ETF stock picks at Carson Group. Continue reading

Videos

Ronsense: GSD

How many of you suffer from the saying, “When it’s all said and done, a lot more gets said than gets done”? In this #Ronsense, Ron Carson explains why he and Carson Group are proponents for GSD or “Get Stuff Done”. How can you keep yourself focused on what’s important? Hear his advice. Continue reading

Videos

Ronsense: Excell 2018

Don’t miss our 37th industry automatic conference, Excell, in Vegas this spring! In this #Ronsense, Ron Carson shares information about our opening night concert with Blues Traveler and incredible keynotes like Arianna Huffington and Marc Randolph. This is a conference that once you attend, you won’t want to miss again! Learn more and register here. Continue reading

Videos

Ronsense: Private Aviation

In his latest #Ronsense, Ron Carson is ready to fly to Seattle for a regional workshop with the Carson Group team on his jet. Ron shares myths of private aviation and how a private jet is a time machine and productivity enhancer. If you have more questions about private aviation, read our latest blog. Continue reading

Videos

Ronsense: International Women’s Day 2018

Ron Carson and Teri Shepherd, COO of Carson Group, celebrate International Women’s Day in this #Ronsense video. Carson Group has always viewed women as equals and a critical part of our organization – and we’re excited the rest of the world is catching up! 🙂 Continue reading

Videos

Ronsense: Don’t Ski Above Your Ability

In this #Ronsense, Ron Carson shares thoughts from his recent ski trip and reminds advisors: Don’t ski above your ability. Take lessons from skiing and apply them to your financial services practice. Do you have the ability and the tools to make sure you can provide an incredible client experience?  Continue reading

News

Ron Carson Cracks a Huge Problem for the Industry

How many times have you heard something like this: “Advisors need to demonstrate value beyond just investing, or drop their fees to compete with robo-advisors.”

It’s true, but there’s a parallel problem. Many advisors already provide tons of services, from planning to family governance to bend-over-backward-level things like travel planning. But clients don’t understand the value because it’s not quantified. The only reporting they see has to do with investment performance.

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News

3 Questions with Ron Carson

FintekNews is pleased to offer our weekly feature column 3 Questions. Each week, we feature a thought leader within a unique sector of fintech and ask them to answer just 3 questions for our audience in their vernacular. This week, we’d like to introduce you to Ron Carson, Founder & CEO of Carson Group.  Headquartered in Omaha, Nebraska, Carson Group is a conglomerate of companies dedicated to serving financial advisors and investors by offering coaching, consulting and partnership solutions. Continue reading

Videos

Ronsense: Join Me For A Webinar on Why I Left LPL

In this #Ronsense video, Ron Carson invites advisors to join him and Carson Group COO Teri Shepherd for a webinar this Wednesday. Learn why his firm left their long-time broker dealer, LPL, and why culture is so critical to success today. Learn more and register here.

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Videos

Fox Business: Economy & Volatility

Watch Fox Business’ Varney & Co to hear Ron Carson’s view on the economy and volatility right now. Continue reading

Videos

Ronsense: Spartan Race

Ron Carson and stakeholders completed a Spartan Race this past weekend! Facing 28 obstacles in the race, Ron reminds advisors about teamwork and finding your MTP.  Continue reading

Videos

Ronsense: Mastermind Group

Ron Carson is live in this #Ronsense with his mastermind group, YPO, a group that’s helped him make some of the best decisions of his career. He encourages advisors to really think about their businesses – moments of thinking are worth sometimes more than days, weeks or years of actually doing.  Continue reading

News

StoryBrand: Insider Economic Advice to Help Business Leaders Win Big

These days, our economy shifts and evolves at light speed. It can be overwhelming and intimidating just to follow along with the news. Continue reading

Videos

Ronsense: Take Time to Better Serve Your Clients

Ron Carson is live from our first regional event in LA sharing with advisors who have taken time to learn how to better serve their clients! We have 12 events left in 2018. Hopefully we’ll see you at one! Register here! Continue reading

Videos

Fox Business: Market in Record Territory

Watch Fox Business’ Varney & Co to hear Ron Carson’s thoughts on the market in record territory and the one thing you should remember about business and investments. Continue reading

Videos

Ronsense: One on One Trips With Your Children

Ron Carson shares some #Ronsense about one of the pieces of advice he’s given to advisors about taking one-on-one trips with your children. These are just another form of True Wealth: All that we have that money can’t buy and death can’t take away. Continue reading

Videos

Ronsense: Why Be A Hybrid/Dually Registered

In this #Ronsense video, Ron Carson shares our philosophy at Carson Group and answers a question asked by an advisor: Why be a hybrid? Why be dually registered? Always start with the question, is it in our client’s best interest? Continue reading

Videos

Carson Group: Join the Movement

At Carson Group, advisor growth is our mission. We have started a movement to be the most trusted for financial advice. Are you ready to join the movement? Continue reading

Videos

Fox Business: Where Ron Carson Advises Clients To Buy

See Fox Business’ Varney & Co for where Ron Carson advises clients to buy in the middle of a market rally. Continue reading

News

The financial adviser evolution is underway

We’re in the midst of an adviser revolution. Or, maybe it’s better to call it an adviser evolution.

While most of us look at the next 12 months with renewed excitement, inspiration and focus, we’re also overwhelmed with the opportunity and unforeseen obstacles in front of us as business owners. Continue reading

Videos

Ronsense: Nelly, Chief Comfort Officer

Nelly Carson, one of our most important stakeholders, joins Ron in this #Ronsense video. Continue reading

Videos

Ronsense: Push Yourself (with Blue Apron’s Matt Wadiak)

“Always push yourself,” and other great advice on how to succeed as an entrepreneur in this with Ron Carson and Matt Wadiak of Blue Apron, live from the NCAA football  today!  Continue reading

Videos

Ronsense: Be Prepared (With Kirk Herbstreit)

OUTWORK. Hear how this has helped Announcer Kirk Herbstreit in his own career in this with Ron Carson live from the today! Continue reading

Monthly Newsletters

December Monthly Newsletter: Tax Reform and Year-End Planning

After several last-minute changes, the Senate voted 51-49 in the early hours of Saturday morning[1] to pass their version of tax reform. Only one Republican, Tennessee Senator Bob Corker, voted against the bill, concerned about the $1 trillion or more in budget deficits the plan is expected to create.[2] President Trump has been adamant about his desire to sign a final bill before Christmas. While we’re not quite there yet, the Senate’s vote Saturday morning crossed one potential roadblock and has made some form of tax reform by Christmas much more likely. Continue reading

Blog

My Favorite Financial Planning Tool

The digital world is filled with financial planning tools and apps that can help you take stock of specific aspects of your financial situation, whether that is how much you are spending on lattes or whether you are saving enough for retirement. Continue reading

Blog

Should You Pay Down Your Debt or Invest Your Money?

Whether we don’t mind having debt or it gives us anxiety, most of us carry some percentage of it in our balance sheets. One of the most common questions clients ask me, is whether they should pay down their debt or invest the extra money in the market. Most of us carry some percentage of debt in our balance sheets. Some of us don’t mind having debt. For others, it’s a cause for anxiety. Continue reading

Blog

Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

Published by Scott Ford, Member of the Investment Committee for Carson Group Partners

Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted that by 2050 that number will rise to 1 million.[1] People are living longer than ever before, and this plays a significant role in how you plan for your retirement. Continue reading

News

What’ll Cause Next Market Downturn?

Today’s article is by Scott Kubie, CFA, Senior Investment Strategist of Omaha, Nebraska-based Carson Group.

A stock’s long-term value is derived from three factors: growth, cash flow and risk. As the equation below shows, the constant growth model estimates fair value by dividing the cash flow one year from now by the difference between the required rate of return and the constant growth estimate. Continue reading

Videos

Fox Business: Stocks Hit All-Time Highs

Ron Carson on Fox Business’ Varney & Co. sharing thoughts on stocks hitting all-time highs. Continue reading

Infographics

Long-Term Care

Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Continue reading

Market Commentary

Weekly Market Commentary December 18, 2017

Stocks moved higher again this week. The S&P 500 rose 0.9% last week and is now up 1.1% for the month. The MSCI ACWI rose 0.6% as global stocks slightly lagged the U.S. stock market. The Bloomberg BarCap Aggregate Bond Index climbed 0.3%. Continue reading

Videos

Why I Partnered: Stonebridge Financial Partners

Listen to Partner advisor Tim Bearden of Stonebridge Financial Partners share why he chose to join Carson Group Partners. Continue reading

Videos

Why I Partnered: Pinnacle Financial Group

Listen to Partner advisor Michael David of Pinnacle Financial Group share why he chose to join Carson Group Partners. Continue reading

Videos

Why I Partnered: Cornerstone Wealth Management Group

Listen to Partner advisor Scott Ford of Cornerstone Wealth Management Group share why he chose to join Carson Group Partners. Continue reading