Here’s today’s embed code:

Carson Group is redefining how the financial advice industry thinks and talks about wealth. Helping to shape this evolution is new joiner Burt White, a longtime advocate for independent advisors with years of experience in the financial services space. 

“As an organization, as a profession, we have an opportunity to try to get behind the Xs and Os of wealth to understand what makes people tick,” said Ron Carson, founder and CEO at Carson Group. “At the end of the day, it’s all about humans living on this planet together. I want Carson to be at the forefront of helping people see we have more commonalities than differences.” 

For Burt, joining Carson is an opportunity to realize the impact he wants to have on the world: to help people achieve the freedom to define the lives they want for themselves. 

“There is such a race for wealth and for growth. During the Great Recession, financial services completely forgot who we serve and why we do what we do,” Burt said. “There are millions of households across this country that rely on this work.” 

This episode was recorded at Carson’s Partner Summit in Omaha, shortly after Ron introduced Burt to the firm’s 350 partners. Co-hosts Jamie and Ana talked to Burt and Ron about their first money memories, what it’s like to be an introvert on a big stage, how they re-energize and what freedom means to them. 

Key Takeaways

  • It’s not about growth and then the mission – it’s about the mission. If you have a mission that is meaningful to you, then the growth will come. 
  • Everything is priced in time and humanity. The new currency is human. 
  • The advisor community helps people invest for the moments that matter. 

Quote 

“The fuel of life is joy. Advisors sit in a room with some of the most joyous life events that happen: retirement, kids, grandkids, vacations. Absorb that. It is not a transaction. It is an emotion that fuels your bucket.” – Burt White 

Links

Carson Partners empowers advisors to improve client service, run their practices more efficiently and grow their businesses. Schedule a consultation to learn how Carson can help you make a bigger impact. 

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Ann Garcia: Helping Families Pay for College

By: Jamie Hopkins
Student loan forgiveness is a hot topic, but not a new one. Neither is the idea of free college. Many people with young kids think they don't need to …
Blog

Lorne Jenkins: Money Lessons Designed to Empower

By: Jamie Hopkins
What would the world be like if kids graduated high school understanding how money works and how to take control of their personal finances? It's a question Lorne Jenkins, …
Blog

How Mentoring Led Me to Financial Services and Made a Pit Stop Permanent

By: Jessica Harrington
Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today …
Blog

Louis Barajas: Breaking Down Barriers to Wealth Creation

By: Jamie Hopkins
Louis Barajas is on a mission to break down cultural and socioeconomic barriers to ensure the CFP industry reflects – and serves – the entire population. It's a journey he …
1 2 3 105