InvestmentNews Icons & Innovators

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

For Ron Carson, founder and CEO of Carson Wealth Management Group, growing up on a farm in Nebraska provided the source of his innovative spirit.

“We were always innovating,” he said. “I watched my dad do things [in farming] that were not conventional. People would make fun of him, but he was very successful.

“It’s easy for everyone to defend what they know versus embracing the unknown,” Mr. Carson, 51, said. “But Dad would say to me, ‘Ronnie, if it’s not broken, break it.’ I’ve taken on that same philosophy.”

His interest in finance also stemmed from the farming world, as he watched his mother hedge and trade commodities futures.

Now overseeing one of the largest advisory firms in the U.S.*, Mr. Carson embraces continuous improvement and learning.

Recalling some of his innovative contributions to the industry, he cites the automation of repeatable processes such as on-boarding clients, opening up an office and even delivering random acts of kindness to clients.

Continuing along this vein of creative thinking is the Carson Institutional Alliance, which Mr. Carson founded in 2010.

“Similar to a franchise,” he said. “Advisers own their own practices but have access to a turnkey integrated partnership, with both a platform and infrastructure. We do all their branding and marketing.”

Mr. Carson also founded Peak Advisor Alliance, a national coaching and consulting firm for financial advisers.

One of Mr. Carson’s favorite terms is “passion,” and it underlies his approach to his work and his life.

“You should live your life by design, not by default,” he said. “Why not live every day with your passions? My favorite passion is my profession.”

Investment News

 

*Based on Assets Under Management in 2016.

 

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

How To Head Off A Post-Work Identity Crisis

By Ron Carson Will you still be relevant when you’re no longer working? That’s something many people wonder as they near retirement. While the simple answer is yes, you may find that the toughest audience to convince is yourself. That’s because grieving the loss of a workplace identity is f …

Wealth Advisor Tom Chaney Rebrands New Mexico, Texas Offices to Carson Wealth

Las Cruces, New Mexico and El Paso, Texas – May 26, 2021 – Wealth Advisor Tom Chaney, MRFC®, AIF®, announced today that he is rebranding his two offices, one in Las Cruces, New Mexico and one in El Paso, Texas, to Carson Wealth, one of the fastest-growing financial services names in the country.

Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania

DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that it is joining the Carson Wealth brand. Managing $200 million in assets, Strategic …

1 2 3 4 5 26 27 28

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

TweetsFollow Us