Insights
Top Insights for Advisors
Ron Carson is getting ready to climb Mount Shasta in California in this #Ronsense video. A lot of training and preparation has gone into this hike. Are you taking the same kind of preparation toward your business or venture?
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Scott Kubie on CNBC Nightly Business Report: Check out these stock picks with Carson Group Chief Investment Officer Scott Kubie
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Coach's Playbook: Executive Business Coach Sarah Cain on preparing your firm with a market downturn drill
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Videos
How FP Firms Can Attract Young Talent
In an age where financially savvy decision making and smart planning is more important than ever, the financial planning industry is facing an impending wave of retiring advisors over the next decade. Continue reading
Webinars
Merger & Acquisition – Planning for Advisor Succession
Most advisors know they need a succession plan but don’t always make it a priority or know where to begin. So naturally, many of us look to our own internal teams. Continue reading
News
Carson Group Adds $1.2B in Committed Assets and 23 Stakeholders in Q3
OMAHA, Neb., Oct. 11, 2018 /PRNewswire/ — Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, today reported the firm added $1.2 billion in committed assets throughout Q3. The recently recognized Barron’s Top 40 RIA Firm* now manages $15B in assets under advisement, serving 18,731 families. Carson Group expects to have 92 partner firms in 37 states nationwide by year-end.. Continue reading
Videos
Ronsense: Carson Group Partners & In-N-Out
In this #Ronsense, @rchusker & our team are excited to welcome @apwmg to @carson_partners at a client event this past Sunday! We’re on-par to have 102 locations by year-end. What’s next? #InNOut to energize us for #eMoneySummit18 this week, of course! Continue reading
Videos
Ronsense: Understand Consumer Expectations
Have you noticed the brands you’ve always known for great service just aren’t quite providing what they did in the past? Live from Orlando at #eMoneySummit18 in this #Ronsense, @rchusker shares how he’s applied getting incrementally better & understanding consumer expectations. Continue reading
Webinars
Webinar: Developing a Fool-Proof Hiring Process for Your Advisory Firm
Hiring the right people is one of the most important decisions CEOs and firm leaders can make. Continue reading
Videos
Ronsense: Succession Planning with Ron’s Grandson
Debuting on #Ronsense, Ron’s grandson, Carson, helps share the message of succession planning. Do you have a succession plan? You can’t get started too soon (maybe 7 months old, though, is a bit early)! Continue reading
Videos
Ronsense: Just Because It’s Legal Doesn’t Mean It’s Right: Disclosures
In this #Ronsense, Ron shares how one of our partner advisors won a relationship after learning the client was working with a broker, who was not a fiduciary, and they were paying a significant markup on bonds. He reminds us “just because it’s legal doesn’t mean it’s right.” Hear more about this and disclosures. Continue reading
Videos
Fox Business: Ron Carson on Amazon’s Jeff Bezos and Risk
Hear Ron Carson on Fox Business’ Varney & Co with Stuart Varney as they discuss the richest man in the world, Amazon’s Jeff Bezos, and consumers taking risk. Continue reading