Insights

Posted on July 31, 2018

Carson Group Acquires Financial Marketing and Tech Firm Mineral Interactive, Names Jud Mackrill Chief Marketing Officer

OMAHA, Neb., July 31, 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 announced the acquisition of Mineral Interactive (“Mineral”), a digital marketing and technology firm. At the same time, Mineral CEO Jud Mackrill was appointed Chief Marketing Officer for Carson Group.

With this move, Carson Group looks to build on its already impressive marketing team, which has helped the firm attract a record number of advisors in 2018 and dually supported its current partner firms to grow 41.29 percent over the past year.1 The acquisition brings added dimension to further increasing the firm’s ability to drive leads, visibility and ultimately new assets for its advisors. Under Mackrill’s leadership, the firm also intends to elevate its efforts to seamlessly integrate its technology and marketing initiatives for a better advisor/client experience.

“We’ve taken expansive strides in building a national brand over the past several years,” said Ron Carson, CEO and founder of Carson Group. “Our award-winning marketing team is constantly complimented for their work and the tangible results their efforts bring to our advisors. The addition of Jud and Mineral’s team will give us a team that’s second to none. Most importantly, he shares our passion for becoming a top 10 brand in financial services.”

Jud Mackrill joins Carson Group having co-founded Mineral Interactive in 2015. Currently, Omaha-based Mineral Interactive serves over 40 organizations in the U.S. and Canada, spanning advisor firms to fintech companies and will continue to serve its existing clients while augmenting Carson Group’s current marketing services. Before assuming the role of Mineral CEO, Jud served as CMO for Orion Advisor Services, where he was responsible for leading brand development, marketing and product design.

“By combining forces, we’re going to deliver top-quality design, enhanced marketing services, innovative technology and an extensive talent base to Mineral’s clients,” said Jud Mackrill. “On the flip side, joining Carson Group enables our team to accelerate the growth of the firm’s expanding brand and positions us to attract more advisors through our expanded services. I look forward to making our shared vision of building a leading national brand a reality.”


About Carson Group

Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.

All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com.

About Mineral

Mineral is a digital growth agency focused on helping registered investment advisors, independent broker dealers, third party asset managers, and fintech companies grow their businesses. Mineral consults and implements digital growth strategies and tactics centered around key performance indicators while providing custom design and content solutions for partner firms. For more information, visit https://mineral.is.

Carson Wealth and Carson Group Partners offer investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.

1Carson Group 2017 – The growth statistic is an AUM vs AUM YOY measurement from 2016 to 2017, and is an average of the growth rates for the Carson Group Partner firms being measured. It does capture market impact as well as contributions/distributions and other types of asset flows. It reflects the growth of only firms that were through their transformation period (at least six months from the start of their transition on September 30, 2016).

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