Preview Mode Links will not work in preview mode

Sep 28, 2022

Ron Carson is not only the Founder and CEO of The Carson Group—but he was also the first guest on the Mitlin Money Mindset™! Ron has a tenacious focus on serving clients’ best interests, a relentless pursuit of excellence across every activity, and a burning desire to learn, grow intellectually, and innovate. 

Ron is a celebrated and respected financial advisor in the industry. Investopedia ranked Ron #5 in the Top 100 Financial Advisors! He’s a sought-after speaker and investment strategist. He’s also a nationally acclaimed best-selling author, his most recent book being “Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future.

Listen to this episode of Mitlin Money Mindset™ for some great takeaways about leadership, the future of financial planning, and why mental health is important to living your best life.

You will want to hear this episode if you are interested in...

  • How the Carson Group has evolved since 2020 [4:25]
  • How Ron sees the future of financial planning [6:53]
  • Dissecting Ron’s partnership with Bain Capital [12:40] 
  • What does the “Find Your Freedom” tagline mean? [15:16]
  • Partnering with the American Foundation for Suicide Prevention [21:24] 
  • Maintaining a thriving culture at the Carson Group [24:35]
  • The RIA model and the value it adds to those we serve [32:14]
  • Why Ron writes down the name of people he wants to work with [36:10] 
  • Ron’s advice for listeners who feel stuck in a rut [39:34] 
  • What brought Ron joy and put him in the right mindset for success [43:23]

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial


Subscribe to Mitlin Money Mindset™ on
Apple PodcastsSpotifyGoogle Podcasts