Carson Group

Led by founder and CEO Ron Carson, Carson Group is committed to being the most trusted for financial advice. Through partnership and coaching, we make the complex simple for advisors and the investors they serve.

Release Notes

Default “Closed” Status in CX Will Help Advisors Manage Cases: Updates in June 2020

Posted on June 3, 2020
Release Notes: Version 20.2.2  |  June 3, 2020 New onboarding cases from CX will be created with a default “Closed” status in C.E.O. to help advisors better organize their workload.…

Release Notes

Expanded Performance Analysis Dates, Improved Mobile Shortcut: Updates in April 2020

Posted on April 13, 2020
Release Notes: Version 20.2.1  | April 8, 2020 We’re broadening the date ranges used to evaluate account performance over time, and we’re giving clients a branded mobile shortcut to access…

Marketing & Business Development

Partner Call Replay: How to Talk with Clients About the Bear Market

Posted on March 18, 2020
Every morning, our partner firms join a call to discuss the markets, business operations, troubleshoot challenges, and hear the latest we are providing for them. As uncertainty strikes the U.S.,…
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