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Mar 22, 2023

Burt White is the Managing Partner and Chief Strategy Officer at Carson Group. He helps steer the company’s strategic focus as a member of Carson’s executive board and is a prominent voice and advocate for the independent advisor. 

Drawing on decades of industry experience, Burt elevates the firm’s opportunities for growth across corporate and investment strategies. He works with Carson’s investment team to build and deliver an investment ecosystem that drives growth for the firm’s 120 partners, who collectively manage $20 billion in assets.

Burt’s excitement to redefine how our industry talks about wealth shines through his work. He believes adaptability is a superpower and is highly motivated to innovate, pioneer, and deliver forward-thinking industry thought leadership. 

Burt is passionate about making a meaningful impact in the lives of clients and advisors. Given that passion and his unique talent for client storytelling, he is well-equipped to help our advisors best serve clients and generate new business.

Carson Group Founder and CEO Ron Carson calls Burt a visionary in the industry who understands where the profession is and where it needs to go. Listen in for some great takeaways about Burt’s vision for the future of Carson Group and the profession as a whole. 

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

  • Learn more about Burt White and what led him to Carson Group [3:31] 
  • Why Burt came out of retirement to join the Carson movement [5:23] 
  • Why Burt is passionate about the RIA model [8:41]
  • How Burt uses an exercise to demonstrate the power of community [11:33]
  • How technology will help advisors improve service and planning [16:25] 
  • Why Burt believes “The new currency is human” [22:25] 
  • What Burt wishes the average retail investor knew [26:21]
  • Burt’s advice for advisors just entering the industry [29:42] 
  • What Carson Group’s “Find Your Freedom” means for Burt [35:07] 
  • What Burt did today that put him in the right mindset for success [37:27]

Resources & People Mentioned

Connect with Burt White

Connect With Mitlin Financial

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.

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