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Advisory Firms Using Creative Job Titles to Attract Clients

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Advisory Firms Using Creative Job Titles to Attract Clients

Ron Carson is quoted in Investment News article regarding creative job titles. Financial advisory firms are starting to embrace the trend of using job titles that reflect the spirit of the position. Think Google’s “chief happiness officer.”

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Big Plans Are Achieved By Small Steps, When You Make Each One Count

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Big Plans Are Achieved By Small Steps, When You Make Each One Count

Published by Sonja Carberry, Investors Business Daily Small, consistent strides help executives reach lofty destinations. How to plot and plod forward: Prognosticate. Once a year, Carson Wealth CEO Ron Carson looks two decades down the road.

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Honest Financial Advisors Should Embrace New DOL Rule

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Honest Financial Advisors Should Embrace New DOL Rule

CNBC Commentary by Ron Carson, Founder and CEO of Carson Wealth Management Group The financial advisory world has always been opaque. Hidden in the fine print of many a prospectus are steep fees and commissions that have kept unsuspecting, everyday investors from maximizing their returns. 

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Cash-flow Planning Before and During Retirement

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Cash-flow Planning Before and During Retirement

Many investors prepare for retirement by putting money in company-sponsored 401(k) plans or personal individual retirement accounts and working with their financial advisor to come up with a plan for retirement.

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RIA Growth Strategies That Protect What You’ve Already Got

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RIA Growth Strategies That Protect What You’ve Already Got

By Andrew Welsch Ron Carson is quoted in “Financial Planning” regarding hiring and maintaining firm culture.

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Clients must come first: Labor Department raises standard that brokers will use to help retirement savers

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Clients must come first: Labor Department raises standard that brokers will use to help retirement savers

By Russell Hubbard and Steve Jordon / World-Herald staff writers Omaha investor Amish Gangar said he knows that some investment professionals are jamming their clients with hidden fees, backdoor commissions and other conflicts of interest that will be remedied by new U.S. Labor Department rules issued Wednesday.

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What’s the Deal with this Market Volatility?

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What’s the Deal with this Market Volatility?

If anything has changed in the financial picture — e.g., longer or shorter working hours, inheritances received or forfeited — "we need to come in, ... rerun your numbers, making sure you're appropriately invested for what it is you're trying to accomplish

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Author’s advice on work-life balance isn’t just for business owners

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Author’s advice on work-life balance isn’t just for business owners

By Steve Jordon / World-Herald staff writer Ron Carson grew up on a farm, and his father taught him and his sister how to work hard — namely, all the time. He followed that workaholic path when he started his advice business, but his personal life suffered.

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Advisors Can Harm Clients by Trying to ‘Do it All’ Themselves

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Advisors Can Harm Clients by Trying to ‘Do it All’ Themselves

A financial advisor I know told me how he handles the growing complexity of our industry on a recent weekend at my hunting lodge: He spends one day a week on compliance and one day a week on research.

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Carson: Advisors Failing Clients

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Carson: Advisors Failing Clients

In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at the advisory industry, calling for increased transparency, more responsible profit margins, fewer shortcuts in planning and better communication with clients.

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