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.

Blog M&A and Succession

3 Questions Financial Advisors Must Answer Before Pursuing M&A Deals

Posted on July 28, 2022
Michael Belluomini, Vice President, Mergers and Acquisitions There has never been a better time for advisor-CEOs to explore growing their business through M&A. Two key trends are fueling opportunities for …

Blog M&A and Succession

An Overview to Buying and Selling a Financial Advisor Book of Business

Posted on July 15, 2022
Michael Belluomini, Vice President, Mergers and Acquisitions   Mergers and acquisition activity in the wealth management space is hot. What's driving this wave of deals? M&A gives advisors the …

Blog Business Management

What Successful Financial Advisors Do When Market Volatility Strikes

Posted on July 8, 2022
After market volatility strikes, some advisors will be sitting on a stack of referrals. Business is up. Others will be crawling out from under their desk and catching their …
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