It’s hard to believe that the founder and CEO of the nearly $20 billion venture started life in Nebraska as the son of hard-working farmers who had trouble making ends meet. Not only this, he eventually lost the livelihood of the family.
Yet it was an experience that informs Ron Carson to this day – a tale of caution and perseverance.
Because instead of being a victim of circumstances, Ron proceeded with the intention of finding the job with the greatest potential.
And the rest will be an amazing story that Ron shares with Mindy Diamond in this episode, including:
- His foray into the world of money management—and how he farmed in his dorm room in the ’80s—served as the foundation for his later success.
- Ron’s early experience with Private Ledger, LPL’s predecessor—and how it came to be what the Carson Group is today.
- The structure of the Carson Group—and the unique value each business line provides to consultants and their clients.
- The most impressive actions they took on their way from zero to nearly $20B and what advisors can do to fuel their growth and success.
- The service model he envisions will drive the future of financial advice—and the major players outside the wealth management space advisors should be watching closely.
- Plus, Ron shares the clothes he feels are important to his own success—and more.
Ron is a best-selling author, known to industry media, and a true legend in the world of wealth management. But most importantly, they have valuable, actionable lessons to share—making this episode one that all consultants and business owners can learn from.
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