All 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.
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.
Ronsense: Investor Insights From Advisory Council
In this #Ronsense video for financial advisors, Ron Carson and Paul West share a sneak peek at the insights gleaned from the 2017 Advisory Council for Carson Wealth Management Group.
Ronsense: Technology Integration is Tougher Than You Think
Ron Carson and Robert Sofia discuss how important integration is for technology systems and why it’s tougher than you think to build a truly integrated technology solution on your own…
Ronsense: Leadership Takeaways from Singularity University
In this Ronsense video for financial advisors, Ron Carson shares scores of insights gleaned from Singularity University (and it’s only a fraction of his top takeaways…so far) and then puts…