In this episode, we meet Ron Carson, CEO and Chairman of the Carson Group. Ron is one of the most celebrated and respected financial advisors and executives in the industry—he is a sought after speaker, thinker, and investment strategist. His firm, The Carson Group, is one of the largest and most successful financial advisory companies in the United States, with over $15 Billion dollars in assets under advisement.
Ron is a New York Times best-selling author of several books, including my current favorite, 'The Sustainable Edge', where he describes in actionable details, the importance of seeking a fuller, more rewarding work-life balance.
Quick notes about Ron Carson:
- He is continually ranked among the top advisors by Barron’s magazine and was one of only two independent advisors inducted into Barron’s inaugural Hall of Fame.*
- Ron has been named to the Forbes list of America’s Top Wealth Advisors for several years*
- He's been included in Investopedia’s list of the Top 100 Financial Advisors (#4.)
- He is recognized as an Investment News Innovator, and acknowledged as an Inc. 5000 CEO of Carson Group.
- He is a two-time participant in the annual list of America’s Fastest Growing Private Companies.
- Ron and his wife, Jeanie, founded The Dreamweaver Foundation, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illnesses.
You can reach Ron Carson at:
Carson Group: https://www.carsongroup.com
Twitter: https://twitter.com/rchusker
LinkedIn: https://www.linkedin.com/in/roncarson1
Dreamweaver Foundation: https://dreamweaver.org
My favorite Ron Carson quotes from this episode:
- "Having It All -- is about doing the business you love, yet still having time for your life!"
- "Balance leads to growth, growth leads to balance: it's a virtuous cycle!"
- "Our focus is on what is in the best interest of the consumer, and then work backwards."
- "Advice to financial advisors: learn from history...don't be a Blockbuster Video stand!"
- "For success today, you need both IQ and AQ; IQ is 'Implementation Quote', and AQ is 'Adaptability Quotient."
Some of Ron's best advice:
- "Surround yourself with the best people you can find that share your mission about the future."
- "Ask how can you contribute to others."
- "Don't take for granted, the amazing gifts we have."
- "Don't be afraid to take chances. Failure is a more intelligent way to start over!
- "Live life everyday!"
Some of Ron's suggested resources:
