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Videos

Ronsense: Don’t Be A Discount Airline – Create a Culture of Continous Improvement

Last Friday, Ron Carson was traveling home with a passenger and discussed flying discount airlines. In this #Ronsense video, he shares that they’re discounted for three reasons. There are many parallels to aviation and financial services. Are you with a financial advisor or a team that’s equivalent to one of these discount airlines? What is the culture of the organization? Look at a timeline of where the firm was 2-3 years ago and where it is today – see where they are going in the future and create a culture of continuous improvement. Continue reading

Videos

Ronsense: My Experience At The Human Garage

The Human Garage aligns body and mind. In this #Ronsense, hear Ron Carson’s experience in Venice Beach, CA. Continue reading

Videos

Ronsense: Integration Thoughts from In-N-Out

Ron Carson is at In-N-Out for this ! 1.2T moved last year because advisors had a quest for technology. Before you make a move, think about integration: Continue reading

Videos

Developing an M&A strategy to help your business soar

When advisers start thinking about making an acquisition where should they begin? Are we in a buyer or seller’s market? Jason Carver of Carson Group offers some answers to InvestmentNews.

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Videos

Ronsense: Nothing Tastes As Good As Being Healthy Feels

Ron Carson shares one of his favorite sayings, “nothing tastes as good as being healthy feels”, and in this #Ronsense video he gives us all a food challenge – swear off any desserts and look at any labels for the next 30 days. Sugar is poison in our body. Ron did this 2 1/2 years ago and feels great! Continue reading

Videos

Ronsense: The High Value Provider Wins

Consumers want value beyond a doubt & they’re willing to pay for it. In this , Ron Carson encourages advisors to look at their value stack. Cutting fees in order to be a differentiator = on your way out of business.  Continue reading

Videos

Ronsense: Be Able To Ask Anyone For Their Business

Is your advisor sending you things you don’t need? In this , Ron Carson is at & shares how to make the complex simple through your value proposition so you can be able to ask anyone for their business! Continue reading

Videos

How to build a technology stack to help your firm soar

Fintech can seem overwhelming to most advisers. What is essential and what is superfluous? Teri Shepherd and Ben Mathis of Carson Group offer some ideas to InvestmentNews. Continue reading

News

Carson Group Buying Stakes in Partners

RIA firms are always looking for cash to fund their growth, and aggregators are stepping up to provide it. The latest is Carson Group, which is offering to buy a 25% equity stake in its partners firms’ businesses. Continue reading

News

Investopedia Top 100 Financial Advisors

The nature of financial advice has changed. Today’s advisor is not just an asset allocator or a savings scorekeeper. She is holistic, helping clients navigate an increasingly complex financial journey and leveraging media to help them learn and understand. Continue reading

News

Carson, Cetera and Fidelity execs urge small RIAs to scale up

LAS VEGAS, Nev.— Massive consolidation in the RIA sector and a career path forward for smaller-scale investment advisors aren’t necessary mutually exclusive concepts, a panel of industry experts told their peers at the Carson Group’s Excell Conference on Friday. Continue reading

Videos

Ron Carson explains the value of relationships

A great advisory business begins with great relationships. But how can you cultivate these relationships? Ron Carson offers his insights to InvestmentNews. (Plus, a look at our rapid growth.) Continue reading

Videos

The perils of hiring top talent

The war for talent is on in the financial advisory industry. What can you do to find and keep the best next gen talent? Kelsey Ruwe offers ideas to InvestmentNews to stay ahead of the curve when it comes to hiring. Continue reading

Videos

What is the advice industry’s biggest shortfall?

Financial advisory firms lack a true diversity of thought. What do you do to cultivate unique ideas at your firm? Carson Group’s Aaron Schaben takes us behind the curtain at his firm with InvestmentNews. Continue reading

News

Carson Wealth Offers to Buy Stake in Partner Firms

Carson Group is bringing new technological and entrepreneurial vision to independent RIAs. In addition to announcing the next generation of its Digital Client Experience, a single-entry portal designed for 80 percent of advisors’ daily activities, the company revealed a new avenue for growth: extending an offer to take a 25 percent equity stake in its partners’ businesses. Continue reading

News

The New Meaningful Metric in Business: Value of Relationship ™

As industries continue to evolve and compete for dwindling customer attention spans, a new business metric is quickly taking the lead as a primary indicator of success: the Value of Relationship— something Amazon Prime members won’t be surprised to learn. Continue reading

Videos

Fox Business: Sell In May And Go Away, Investor Exuberance with Ron Carson

Hear Ron Carson on Fox Business’ Varney & Co on why we have investor exuberance, including the thought process, “sell in May and go away.” Ron highlights our firm’s thoughts on Apple and Amazon. Continue reading

Videos

Ronsense: Choose To Be High Value

Last night we welcomed one of our new partners in Chicago at a client event with 100+ attendees. In this #Ronsense, Ron Carson shares 3 takeaways: how not naming a clear succession plan impacts a business, low cost versus high value, and trust service options. Learn more in this video. Continue reading

News

The Prospects of Private Equity

For RIAs, the deals with private equity investors solves a problem many have of accelerating a growth plan that can only be accomplished successfully with an infusion of capital. Their clients are expecting better technology and digital capabilities akin to those found in other areas of their lives, including large retail banks—something most firms need much greater scale to develop and provide. Continue reading

Videos

Ronsense: Sleep is Not A Trade-Off – Backstage With Arianna Huffington

Ron Carson is backstage at our Excell Conference with Arianna Huffington discussing the importance of sleep and balance. Instead of thinking sleep is a trade-off, we need to realize success does not come from burnout. Hear more in this video. Continue reading

Videos

Ronsense: From Backstage to Onstage at Excell 2018

Ever wondered what goes on backstage at our Excell Conferences? In this #Ronsense, Ron Carson takes you from soundcheck to stage, getting ready to introduce keynotes Marc Randolph and Arianna Huffington.  Continue reading

Videos

Ronsense: Blues Traveler Didn’t Give Dreamweaver The Run-Around

didn’t give us the run-around at Excell 2018’s Opening Night Reception! In this , Ron Carson thanks them for their donation to The Dreamweaver Foundation an incredible kickoff to our conference! Continue reading

Videos

Ronsense: Stronger Together – 34th Elite Advisor Summit

Ron Carson is in Las Vegas at the Excell Conference’s 34th Annual Elite Advisor Summit with some of the most driven entrepreneurs – financial advisors. They have the sensational appetite to take their business to the next level and all have assets of $1M+. This community is here sharing their best ideas with each other. If you’re not part of Excell, we have an incredible week (details in the video). If you’re committed, join us next year in Chicago!  Continue reading

News

Carson Group Kicks Off Flagship Excell Conference; Unveils New Partnership Model and Updated Technology Offering

LAS VEGAS, May 30, 2018 /PRNewswire/ — Carson Group, a family of companies committed to being the most trusted for financial advice and guidance while serving advisors and investors, today announced several enhancements to its advisor offering, including a new equity partnership model that allows advisors to adopt the Carson Wealth brand.

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Videos

Ronsense: Sharpen The Saw: Top Achievers Are In A State of Continuous Learning

Ron Carson is live from Vegas at our Partner Academy in this #Ronsense video. These advisors are sharpening the saw – focusing on continual learning. Ron shares that top achievers are in a state of continuous learning.  Continue reading

Videos

Ronsense: Balance & Growth Feed Upon One Another

In this #Ronsense, Ron Carson reminds us that balance leads to growth and growth leads to balance; they feed upon one another. One of the Excell 2018 Conference keynotes, Arianna Huffington, will remind us Thursday that we need to take care of ourselves and we can have it all! Continue reading

News

Teri Shepherd, Top Women in Asset Management Awards winner

Teri Shepherd sort of fell into the financial services industry — as she describes it — and now this 19-year industry veteran is COO at Carson Group. She focuses on strategic planning and development, financial forecasting and analysis and continuous improvements to the client experience. Continue reading

Videos

Ronsense: 3 Things To Bring That Can Transform Lives

Ron Carson shares three simple things he’s seen transform lives: confidence, conviction, and enthusiasm. Infect others in a positive way and use these three things for evaluation.  Continue reading

Videos

Ronsense: 2 Things To Ask About Your Investments As An Advisor

Ron Carson shares details from a recent conversation with another advisor in this Ronsense video. One of the mistakes this advisor made was putting clients into toxic products. When Ron asked the question, “How much of your own money have you put into those products?”, the answer was shocking: zero. Watch this video for two things to ask about your investments as an advisor. Continue reading

Videos

Ronsense: Ron Carson Accomplishes 80% of His Goals

Ron Carson shares his latest #Ronsense message from DC, where he’s at Fidelity’s Inside Track Event. One of the attendees commented that he was shocked to hear Ron doesn’t accomplish 100% of his goals every year. He accomplishes roughly 80%. Ron shares the formula for setting goals and how he stays inspired year-after-year.  Continue reading

News

Fox Business: S&P, The Dow, & Oil

Hear Ron Carson on Fox Business’ Varney & Co on the S&P 500, The Dow, oil, and what’s to come. Continue reading

Videos

Ronsense: Appreciate Everything We Have

In this #Ronsense, Ron Carson comes to us from Havana, Cuba, where the monthly salary is a lot lower than in America – listen to hear how much. Ron reminds us to appreciate everything we have, because most of us have it so good.  Continue reading

Videos

Ronsense: 5 Things To Ask To Find The Right Partner

You’ve heard Ron Carson talk about the incredible opportunity in our profession right now and many times he uses the phrase “build it or buy it.” But, building it doesn’t even seem like a feasible option right now because you’re going to lose the luxury of time. In this #Ronsense video, he shares five things to ask to find the right partner when you’re evaluating opportunity.  Continue reading

News

A millennial’s perspective: The frustrating misconception advisers have about building a Next Gen value proposition

Over half of all United States households are now members of a single digital platform and universal client experience. Sound impossible?

In Amazon’s annual shareholder report, Jeff Bezos announced the company has more than 100 million members globally, and analysts estimate nearly 70 million of those members are in the U.S. With Amazon already disrupting major retailers through hard-to-beat pricing, free two-day shipping and access to an increasing amount of content (books, movies, music), the financial services industry has a lesson to learn, from the outside looking in. Continue reading

News

Is Your Financial Advisor Supporting The One ‘Client’ Most Forget?

Contrary to popular belief, the biggest battleground for modern-day small business owners and entrepreneurs isn’t competing in the realm of the client experience. That’s merely table stakes for becoming a successful business. What most leaders overlook is the importance of serving their greatest asset and number one audience: their own team. Continue reading

Videos

Ronsense: How Do You Position Yourself With AI

After watching a YouTube video on Google’s new assistant with AI, Ron Carson shares how Artificial Intelligence is going to affect the financial services industry. The steps advisors take today are going to position them for tomorrow to be a competitor and disruptor using the magic of AI. Continue reading

News

Genius Series: Ron Carson on what advisers should be worried about today

Most advisers are looking at each other as competition, said Ron Carson, CEO of Carson Group Holdings. But it’s “the company in the garage that we’ve never heard of” they should worry about. Continue reading

Videos

Ronsense: Are You Sitting On The Fence About Attending Excell 2018?

Are you sitting on the fence about attending the Excell 2018 Conference? We get it – there’s a plane ticket, registration and time out of the office involved. But here’s an appeal for your attendance: Over a 72-hour period, you’re going to learn more than you expect! Never have the opportunities to succeed been greater than they are today. As Ron says, the eight inches between your ears is all that’s really holding you back (your head!).  Continue reading

Videos

Ronsense: Live a Life of Unclutteredness

When is the last time you cleaned out your closet? In this #Ronsense, Ron Carson reminds us to live a life of unclutteredness. Hear what process he uses to keep the clutter out of his life. Continue reading

Videos

Ronsense: How Koch Industries Grew 6000 Fold

In this Ronsense video, Ron Carson is joined by CEO Charles Koch of Koch Industries. Charles shares what key things allowed him to grow Koch Industries 6000 fold since he’s joined the organization.  Continue reading

News

Fool-Proof Your Financial Future: 4 Things To Expect From More Life Expectancy

Becoming a first-time grandfather makes one acutely aware of the number of years left on this planet. Suddenly, you find yourself counting the years, measuring your worth through the impact you have on others, and cherishing your moments instead of your money. Retirement is a sobering reality. One that raises a number of big question marks. Continue reading

News

Fox Business: What To Focus On In The Market

Ron Carson joined Stuart Varney on Fox Business’ Varney & Co in New York to discuss what to focus on in the market. Continue reading

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: Establish Ourselves As Experts

In this #Ronsense, Ron Carson is on-set getting ready for Fox Business’ Varney & Co with a makeup artist. Ron reminds advisors to establish ourselves as experts – but remember, it’s client’s behavior that will drive their success. Continue reading

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

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

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