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What’s the top issue on advisers minds?

Laura Pierson from Carson Group discusses how the old topic of ‘Human Capital’ is hot again because of millennials with InvestmentNews.  Continue reading

Videos

How to build a technology stack to help your firm soar

Fintech can seem overwhelming to most advisers. What is essential and what is superfluous? Teri Shepherd and Ben Mathis of Carson Group offer some ideas to InvestmentNews. Continue reading

Videos

Developing an M&A strategy to help your business soar

When advisers start thinking about making an acquisition where should they begin? Are we in a buyer or seller’s market? Jason Carver of Carson Group offers some answers to InvestmentNews. Continue reading

Videos

The perils of hiring top talent

The war for talent is on in the financial advisory industry. What can you do to find and keep the best next gen talent? Kelsey Ruwe offers ideas to InvestmentNews to stay ahead of the curve when it comes to hiring. Continue reading

Videos

Ronsense: Preparation for Mount Shasta

Ron Carson is getting ready to climb Mount Shasta in California in this #Ronsense video. A lot of training and preparation has gone into this hike. Are you taking the same kind of preparation toward your business or venture? A little bit of preparedness can be the difference between success and failure. Continue reading

Videos

Ronsense: Sharpen The Saw: Top Achievers Are In A State of Continuous Learning

Ron Carson is live from Vegas at our Partner Academy in this #Ronsense video. These advisors are sharpening the saw – focusing on continual learning. Ron shares that top achievers are in a state of continuous learning.  Continue reading

Videos

Ronsense: Balance & Growth Feed Upon One Another

In this #Ronsense, Ron Carson reminds us that balance leads to growth and growth leads to balance; they feed upon one another. One of the Excell 2018 Conference keynotes, Arianna Huffington, will remind us Thursday that we need to take care of ourselves and we can have it all! Continue reading

Videos

Ronsense: 3 Things To Bring That Can Transform Lives

Ron Carson shares three simple things he’s seen transform lives: confidence, conviction, and enthusiasm. Infect others in a positive way and use these three things for evaluation.  Continue reading

Videos

Ronsense: 2 Things To Ask About Your Investments As An Advisor

Ron Carson shares details from a recent conversation with another advisor in this Ronsense video. One of the mistakes this advisor made was putting clients into toxic products. When Ron asked the question, “How much of your own money have you put into those products?”, the answer was shocking: zero. Watch this video for two things to ask about your investments as an advisor. Continue reading