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Oct 14, 2020

Did you know that 65 to 68% of American’s surveyed do not believe that financial advisors will put the client’s interests ahead of their interests or those of the company they work for? 

It’s a terrible commentary on the skeptical place historical bad practices in the financial planning industry have taken us. How does a financial firm overcome that kind of negativity? By always putting the client first, not only in word but in deeds as well.

Ron Carson, CFP®, CEO of The Carson Group has been spearheading that kind of change in the industry for years. His firm is known for its ability to put the client first and deliver on that promise. During this conversation, Ron and I talk about how he started his path toward financial advising right out of High School, the many lessons he’s learned while building The Carson Group, why company culture has to be right to fuel Carson’s “customer first” promise, and how Carson is expanding by forming relationships with “Partner” firms like Mitlin Financial.

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

  • Introducing Ron Carson CFP® and Carson Wealth [1:18]
  • From farming roots to financial advising, to RIA and CEO [2:25]
  • Lessons learned building the Carson Group [8:38]
  • Ron’s description of the culture at The Carson Group [11:30]
  • What does it mean to put the client first? [20:10]
  • The right relationships make for great Carson partner firms [26:51]
  • Why Carson is more than competent with investing for your future [34:26]
  • Living in the moment to help friends, family, and meaning and purpose [36:24]

Resources & People Mentioned

Connect with Ron Carson

Ron Carson CFP® is founder and CEO of Inc. 5000 firm Carson Group, a Barron’s Hall-of-Fame wealth advisor, one of Forbes’ top wealth advisors in America, radio talk show host and New York Times bestselling author.

Throughout his 37-year career as a financial advisor and industry icon, Ron has always believed in fulfilling a deep-seated purpose to be the most trusted for financial advice – to provide families and individuals with straightforward guidance and full transparency when it comes to planning their financial future. This mission – and Ron’s own success as one of the most celebrated and respected independent advisors in the country – has attracted the attention of thousands of advisors hungry for a recipe for success in improving their own businesses and better serving their clients.

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