Ron Carson

Founder and CEO

About Ron

Ron Carson is Founder and CEO of Carson Group, which serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. Founded in 1983, Carson Wealth has grown to become one of the largest wealth management firms in the country offering portfolio management and wealth planning services to high net-worth clients. Established in 1993, Carson Coaching has grown to become one of the leading advisor coaching programs in the country empowering advisors to overcome key business challenges through personalized coaching, proven strategies, marketing services, and a passionate community of thousands of advisors. Carson Partners empowers advisors to improve client service, efficiently run their practice, grow their business, and build a legacy through a turnkey integrated partnership. All three organizations are headquartered in Omaha, Nebraska but serve a broad base of advisors and investors across the U.S. and Canada.

Ron first began honing his core principles while working from his dorm room at the University of Nebraska in 1983: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually, and innovate. These driving principles enabled Carson Group to grow to over $18 billion in AUM and have led Ron to receive many accolades. He is continually ranked among the top advisors in multiple publications, most recently to Investopedia’s Top 100 Financial Advisors (#4). He was one of only two independent advisors inducted into Barron’s inaugural Hall of Fame, was recognized as an InvestmentNews Innovator, and acknowledged as an Inc. 5000 CEO, marking Carson Group as a four-time participant in Inc.’s annual list of America’s Fastest Growing Private Companies, as well as one of the top in the Midwest. He also appears regularly on broadcast media for Fox Business and Reuters as a leading expert advisor and commentator.

Ron is one of the most celebrated and respected financial advisors and executives in the industry—he is a sought-after speaker, thinker, and investment strategist. In the spring of 2012, Ron continued to expand his industry leadership by co-founding aRIA (Alliance for Registered Investment Advisors). aRIA is a “think-tank” study group comprised of eight forward-thinking RIA firms with a commitment to growth, who seek to proactively improve the future of the RIA industry by building a culture and mantra of continuous learning.

Committed to serve advisors in multiple realms, in 2014 Ron joined The American College of Financial Services board of trustees for a three-year term. The College offers turnkey programs that produce effective advisors who are able to join a team and make an impact immediately, helping the industry by adding capacity, and building the next generation of advisors. Ron was also a previous member of the Financial Advisor Council of CNBC, where he provided insight and frontline perspective to the CNBC Digital news team.

Ron’s academic credentials include being a CERTIFIED FINANCIAL PLANNER™ and Certified Fund Specialist. Beyond this, he is a nationally acclaimed New York Times bestselling author, and has shared his success principles through several books, including 2005’s Tested in the Trenches, 2007’s Avalanche, 2012’s second edition of Tested in the Trenches, 2016’s The Sustainable Edge, and most recently, Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future, which is a follow-up to his 2012 novel, in which advisors receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm. The book is available on Amazon, along with an audio version narrated by Ron himself during the COVID-19 pandemic.

Ron is actively involved in charitable giving and his personal mission is to “do the greatest amount of good for the greatest number of people.” He and his wife, Jeanie, co-founded the Dreamweaver Foundation, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illnesses. He also founded the American Charitable Foundation—a foundation established for a more efficient disposition of charitable assets. He supports more than 48 charitable giving organizations, served as a past President of the Child Saving Institute, has personal partnerships with charity: water and Global Coralition, and has helped his firm provide more than 600,000 meals to children in Kenya through work with No Hungry Children.

Ron and Jeanie reside in Omaha and have three wonderful children. He enjoys spending time with his family, collecting and drinking wine, hiking, flying, pheasant hunting, and he’s an avid Nebraska Cornhusker fan.

Latest Blog Posts

Blog Marketing & Business Development

3 Ways to Attract the Modern-Day Investor in a Changing Financial Services Industry

Posted on July 22, 2020
This blog was adapted from “Proven in the Trenches” by Ron Carson. You can order the book now on Amazon. The amount of time it takes you to read this…

Blog Marketing & Business Development

From ‘Tested’ to ‘Proven in the Trenches’: 11 Ways Advisors Can Compete, Drive Value in an Evolving Industry

Posted on February 17, 2020
A lot has changed inside and outside the financial industry since 2005, when the first edition of “Tested in the Trenches” hit bookshelves. Technology, as an ever-changing entity, has been…

Blog Practice Management

The Future of Financial Planning Hinges on Adapting to Change

Posted on August 6, 2019
“Evolve or die,” is the blunt way British actor Craig Charles put it. The world is moving on, and the financial advisor profession is no exception to these tectonic shifts.…

Blog Practice Management

The Writing on the Wall: Midwest Flooding and Financial Consolidation

Posted on April 25, 2019
As a native Nebraskan, I appreciate the aura this state has. It demands determination, innovation and humility – and all in a day’s work. In return, you have the opportunity…
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Books

BOOK

Proven in the Trenches

Author: Ron Carson
The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country.
BOOK

The Sustainable Edge

Author: Ron Carson & Scott Ford
Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy on:
ron carson scott ford the sustainable edge
BOOK

Avalanche

Author: Steve Sanduski & Ron Carson
Ron Carson is the co-author of Avalanche: The 9 Principles for Uncovering True Wealth. This book inspires its readers to discover True Wealth by going through Ron’s BluePrinting process to help advisors understand their life goals and objectives. This profound tale is your field guide for redefining success and creating True Wealth in your life and in the lives of the people you love. Order your copy of Avalanche on:
ron carson steve sanduski avalanche

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