Podcasts about ron carson

What does it take to transform from a hard-charging entrepreneur to a visionary leader driven by love and abundance? In this episode, The Advisor Journey welcomes Omani (formerly Ron) Carson to discuss his evolution as a business leader and person. From his early days of relentless hustle to building Carson Group into an industry powerhouse, Omani shares the key lessons that shaped his journey. This conversation is packed with insights for financial advisors, entrepreneurs, and anyone seeking purpose-driven success. Don't miss it.ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you ca...

Omani is the founder of Carson Group and Omya. Omani shares about purpose, kindness, strengths, community, and more! Recorded 1/22/2025

In this video, two hospital managers present an extended and intriguing view of major design changes that bring in state-of-the-art technology making sure that it "fades into the background" while clinical care takes the focus. Kara Tomlinson is Executive Director of System Care Delivery and Innovation and Ron Carson is Executive Director of Enterprise Applications at Nebraska Medicine. They have not let the age of their building—more than 50 years old—or the presence of legacy technologies keep them from dreaming big and "redefining what the hospital of the future means." One major example is replacing the dry erase board that is the focus of so many wards with a digital board from eVideon called Vibe Health. Although easy to use, the old boards limited efficiency and accuracy, were prone to human error, and—most important—weren't integrate with other systems. Learn more about Nebraska Medicine: https://www.nebraskamed.com/ Learn more about eVideon: https://www.evideon.com/

Ron Carson has long been regarded as one of the top financial advisors in the country but after stepping down as CEO, details have emerged about a new life path. From his new nickname “Omani”, to hosting festivals at his Omaha “healing center”, and talking about his use of psychedelics, it's a world away from RIAs and portfolios.

In this episode, Rachael interviews Ron "Omani" Carson where he shares his journey from a challenging childhood in Nebraska to becoming a successful financial advisor and business owner, emphasizing the importance of persistence and the shift from a scarcity to an abundance mindset. He discussed the transformative impact of therapy and psychedelic experiences on his personal and professional life. Omani also highlighted his commitment to philanthropy and conscious leadership, including his new venture, Omya, aimed at promoting holistic well-being and social justice.Key Points Discussed:Mr. Carson grew up in Nebraska, where his family were farmers, and he faced financial struggles.Omani's childhood experiences with poverty and family bankruptcy instilled a fear and scarcity mindset.Omani struggled for six years in his financial advisory career before achieving significant success.A pivotal moment came when he sought therapy and psychedelic therapy, leading to a mindset shift from scarcity to abundance.Omani's relentless work ethic initially led to personal sacrifices, including limited time with family.Omani and his wife are deeply involved in charitable activities, focusing on issues like clean water, food security, and end-of-life dreams for the elderly.Mr. Carson is a proponent of conscious capitalism, aiming to create a positive impact through his business and personal efforts.Mr. Carson is launching a new business, Omya, focused on holistic living and conscious leadership.Mr. Carson aims to build a 100-year company and continues to set ambitious goals, driven by a desire to make a significant social impact.Join Rachael and Matt as they provide practical advice for navigating the complex world of personal finance, helping listeners make informed decisions to secure their financial future.Rachael X/Twitter - @camp_wealthrachaelcampwealth.comMatt X/Twitter - @matthew_garasicunrivaledwm.comDisclaimer: This podcast provides general information and discussion about finance, investing, and related subjects. The content provided in this podcast is not intended as investment advice and should not be taken as such. Always seek the advice of a professional or conduct your own research before making financial decisions.Rachael Camp offers advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.Neither Camp Wealth or Unrivaled Wealth Management are affiliated with the CFD companies or each other.

Discover the vision and strategy behind Carson Group's evolution as Burt White steps into the role of CEO!In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Burt White, CEO at Carson Group, to explore the company's direction under his leadership and the legacy of service excellence they aim to uphold.Together they discuss: Burt's recent appointment as CEO and the seamless transition of leadership within Carson GroupThe concept of ‘Peak Service' and how Carson Group is redefining service standards in the wealth management industryThe importance of client-focused metrics and the impact of small business ethos on financial adviceThe dynamic partnership between Burt and Ron Carson, highlighting their complementary strengths and shared vision for the companyAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Burt White: LinkedIn: Burt WhiteConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:A prominent voice and advocate for the independent advisor, Burt White is Chief Executive Officer at Carson Group. He helps steer the company's strategic focus as a member of Carson's executive board.Drawing on decades of industry experience, Burt augments and 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 140+ partners, who collectively manage $30 billion in assets.Burt's excitement to redefine how our industry talks about wealth shines through in 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 Chairman Ron Carson calls Burt a visionary in the industry who understands where the profession is and where it needs to go.Before joining the Carson team, Burt served for 14 years as Managing Director and Chief Investment Officer at LPL Financial. There, he fostered the development and evolution of LPL's capabilities to effectively support advisor efficiency and growth.

Today’s episode is with Ron Carson (Omani), the Founder and CEO of Carson Group, a leading financial services company serving financial advisors and investors through its three businesses: Carson Wealth, Carson Coaching, and Carson Partners. All three organizations are headquartered in Omaha, Nebraska, but serve a broad base of advisors and investors across the United States and Canada. Ron is also a New York Times bestselling author, one of only two advisors ever inducted into the inaugural Barron’s Hall of Fame, an award-winning entrepreneur, a dynamic keynote speaker, and a passionate philanthropist. Expanding his impact beyond the boardroom, Ron has become an influential voice in activating and accelerating social and environmental change, pursuing his mission to “do the greatest amount of good for the greatest number of people.” He and his wife, Jeanie, co-founded the Dreamweaver Foundation, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illness. More recently, Ron has advanced a global movement to feed the hungry (through partnership with No Hungry Children), provide access to clean water to those in need (through partnership with charity: water), and support individuals suffering from mental health challenges through various initiatives designed to help people transcend from scarcity, isolation and loneliness to abundance by living out their full potential. We talk about the following and so much more: ✅ Key strategies he recommends for individuals looking to achieve personal and professional growth ✅ How effective leadership contributes to an individual's journey of achieving their full potential ✅ What is ImagineOR? What was your inspiration for creating this gathering? ✅ Why impact is such a big part of his life now, and his own personal journey ✅ His invovelent with some impact organizations like No Hungry Children and Charity: water ✅ In what ways he sees technology intersecting with consciousness, and how can advancements in AI and quantum physics influence personal and societal transformation If you’d like to join the waitlist for my next coaching program, sign up @ www.InnerKnowingSchool.com Please tag us and tell us what you loved! You can follow @Gateways_To_Awakening on Instagram or Facebook if you’d like to stay connected.

The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos. 

Matt Brower connects with Ron Carson, CEO and Founder of one of the fastest-growing financial firms, ⁠Carson Wealth⁠. Ron describes how he started the company and the underlying theme that has been a major contribution to its success. Aside from money matters, Ron has a bigger picture in mind for himself and the world.  It can be difficult for people to achieve financial freedom when there are larger obstacles in the way. Ron touches on some of these issues and discusses how he and his wife are making an impact with the Healing Ranch⁠. Listen here to learn more about his work, the ranch, and the discoveries that have helped him along the way!" Connect with Ron Carson: LinkedIn: Ron “Omani” Carson --- Support this podcast: https://podcasters.spotify.com/pod/show/industry-alchemist/support

In this episode, I have the pleasure of hosting Matt Halloran, co-founder of Proud Mouth, a trailblazing company redefining the marketing landscape for financial advisors through the strategic use of podcasting. Join us as we delve into how Matt's innovative approach is revolutionizing the way financial advisors build influence and authority in their field.Throughout our conversation, Matt offers a wealth of insights, from the nuances of influence in marketing to the unique advantages of podcasting as a tool for financial advisors. His expertise is invaluable for those in the financial sector looking to elevate their presence and connect more effectively with their clients through the power of podcasting and influence marketing. Unlocking the Power of Influence in MarketingMatt  delves into why influence is pivotal for financial service professionals.A shift from traditional selling to inspiring client decisions is discussed.Insights from Dr. Daniel Crosby on influence as a key tool for advisors.The vital role of trust and fan creation in marketing.Matt Halloran's Personal and Professional OdysseyMatt's journey: From a passion for radio and theater to his experiences in the U.S. Navy.Lessons in listening and patience from his time at a hospital system and Boys Town.Gaining insights on sales and mindset from Ron Carson, a top producer at LPL.The evolution of Matt's career leading to the founding of Proud Mouth.Gleaning Wisdom from Working with Ron CarsonReflections on Ron Carson's success and his approach to sales and speaking.The impact of a strong vision, mission, and core values.The "who, not how" philosophy and its influence on business growth.Podcasting as a Keystone for InfluenceExploring why podcasting resonates with financial advisors.The advantages of podcasting: intimacy, accessibility, and thought leadership.The synergy between podcasting and micro content in expanding reach.Navigating Compliance in the Podcasting LandscapeAddressing compliance challenges specific to financial advisors in podcasting.Success stories within a compliance-focused framework.Matt Halloran's expertise in ensuring content adheres to regulations.Enhancing Podcast Impact: Techniques and TipsComparing solo episodes to guest interviews: strategies for engaging content.The ROI of podcasting for financial advisors: content creation, client communication, and relationship building.Effective podcast hosting techniques for building influential networks and brand growth.About Our Guest:LinkedIn: https://www.linkedin.com/in/matthalloranpm/ Website: https://proudmouth.com/About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.Claim your free audiobook copy at: www.theshortbookformula.comSupport the show

Bruce is joined by Ron Carson, founder and CEO of Carson Group, and John Furey, managing partner of Advisor Growth Strategies, to talk about Goldman's sale of United Capital and how financial advisors can move beyond a mindset of fear and scarcity. This episode is sponsored by Schwab Asset Management.

Core values take center stage on this heartfelt episode of Gratitude Through Hard Times, featuring a highly successful entrepreneur whose accomplishments reflect his commitment to creating human connection. Rich Balot, CEO at Victra (the largest authorized retailer of Verizon products in the nation), is all about fostering innovation, collaboration and integrity – at home, on the job and in his community. That passion for doing the right thing infuses the ethic you'll encounter at any of his 1,700 locations across all 50 states and in the dedication his 7,500 employees bring to their work. Host Chris Schembra gives us a window into what drives Rich – from his reverence for family to his belief in offering kids alternatives to traditional four-year college educations; from thoughts on how to build a great and growing company to why celebration is critical to making a meaningful life. “If you get a really well-functioning group of people together, you can get way more out of them and they can accomplish much more than they would individually,” says Rich, whose leadership and vision have secured for Victra a place on Inc. Magazine's list of top 5,000 fastest growing U.S. companies every year over the past decade. Most of all, you'll come away with the strong sense that – no matter the current economic, technological or political climate – we're not meant to be in isolation or make the journey all on our own!Don't miss the far-ranging and fascinating topics that Rich and his team tackle in the Victra Blog. You may also be interested in supporting Haven at Blue Creek, an amazing nonprofit run by Rich's wife, Colleen, that provides residential support for women in recovery.Check out this brand new website to learn about the keynote topics and workplace leadership trends that are top of mind for Chris these days! And if you're interested in having a 7:47 Virtual Gratitude Experience or subscribing to our newsletter, please visit this link.Click here to hear more fascinating conversations with Fortune 500 CEOs, professional athletes and entertainerswho have shared their human stories on Gratitude Through Hard Times. KEY TOPICS:If you could give credit or thanks to one person in your life that you don't give enough credit or thanks to – that you've never thought to thank – who would that be and why? Mom! Marlene is on the quieter side and not in the business, but she's the heart of Rich's family-oriented company!The Quiet One: How listening is a skill that Rich has cultivated (with assists from his mom and wife) as part of a bigger philanthropic mission to give back on a daily basis. The Hitchhiker Rule: Why it's important to recognize those who are trying to help themselves. It's about giving a “hand up” not a “hand-out.”Critical Skill: How a desire to reach, give effort, try to do better shows up in outcomes.Big-Picture Education: About Rich's belief that traditional four-year colleges aren't for everyone and that trade schools are a great, financially viable alternative.An Entrepreneur is an Entrepreneur: Anyone who founds their own business – no matter its size – represents independence, innovation and opportunity.The Pursuit of Happiness: How challenging, meaningful work intertwines with and serves our sense of purpose, quality of life, mental, physical and emotional well-being.Renewable Resources: Why it's important to cultivate practices and hobbies that nourish us and recharge our batteries so we can be of service to others.Brand Identity: How a sense of belonging is woven into the culture at Victra, where customers are considered “guests” and given the attention and help they deserve.Rich Cultivates Human Connection in the Workplace By: Recognizing that humans need social interaction.Looking for ways to replicate things that work.Sharing notes about what works – and doesn't!Promoting collaboration as the secret sauce!What Drives Victra's Success: A good model, a good team. It's not just a J-O-B.What Excites Rich Most? Learning! And inspiring curiosity and drive among younger generations as well. (Also: catching fish – including a recent 500-pound blue marlin!)In Closing: We aren't meant to be alone or isolated on our journeys – and we don't have to be when we persevere, keep faith, seek connection and hold space for one another! QUOTABLE“One of the goals of our giving has been to not tell people what we're doing … because we're not doing it to get credit.” (Rich) “When you can give, you do. When you can do, you do. And you're not doing it because you need credit for it. You're doing it because it's the right thing and needs to be done.” (Rich) “There are some people out there who say they want help but don't do anything about it.” (Rich) “I can't make someone hungry – and I'm not talking about food but about wanting that next thing.” (Rich) “Not everyone needs to go to college. Not everyone needs a college degree … Kids need to be exposed to more than technology and books. Technology is very important but they need to be exposed to other opportunities.” (Rich) “Not everyone was designed for college and, by the way, in our work force we need tradespeople to keep the world moving forward day by day.” (Rich) “An entrepreneur is an entrepreneur. It doesn't matter whether you're running a huge company or a small company.” (Rich) “I'm in business to make money for both myself and my employees but we're not going to just cram things down people's throats.” (Rich) “If you get a really well-functioning group of people together, you can get way more out of them and they can accomplish much more than they would individually.” (Rich) “Your people are your secret sauce for human connection and that leads to outsized business results.” (Chris) “Do the hard stuff you need to do to get ahead in life, but celebrate it all thoroughly – with your family, amongst community. Do things that are good for the heart at the same time that you're doing things that are good for others.” (Chris) “We are suffering under the agitation of uncertain times. But the good news is that we can get through these tough times if we go through it together. Don't go through it alone!” (Chris) LINKS/FURTHER RESOURCES:More about Ron Carson, Founder of Carson Wealth, at this link.To learn about Catholic Charities' relief efforts, click here.Find out about the Ron Clark Academy charter school in Atlanta, Ga.Harness passion with Dwayne J. Clark and his E.P.I.C leadership offsite at this website.Learn more about the residential recovery work being done at Haven at Blue Creek. ABOUT OUR GUEST:Rich Balot is a serial entrepreneur with a demonstrated history of building successful teams and businesses. Skilled in Business Planning, he also provides coaching expertise in sales and retail strategy as well as how to build a winning culture. FOLLOW OUR GUEST:WEBSITE | LINKEDIN ABOUT OUR HOST:Chris Schembra is a philosopher, question asker and facilitator. He's a columnist at Rolling Stone magazine, USA Today calls him their "Gratitude Guru" and he's spent the last six years traveling around the world helping people connect in meaningful ways. As the offshoot of his #1 Wall Street Journal bestselling book, "Gratitude Through Hard Times: Finding Positive Benefits Through Our Darkest Hours,"he uses this podcast to blend ancient stoic philosophy and modern-day science to teach how the principles of gratitude can be used to help people get through their hard times. FOLLOW CHRIS:WEBSITE | INSTAGRAM | LINKEDIN| BOOKS

Bruce is joined by Ron Carson, founder and CEO of Carson Group, and John Furey, managing partner of Advisor Growth Strategies, to talk about Goldman's sale of United Capital and how financial advisors can move beyond a mindset of fear and scarcity.

Bruce and Jeff connect with Ron Carson, founder and CEO of Carson Group, to talk about the big Burt White news, the details of onboarding him, and how Ron feels about having another big personality on the team. They also get into Ron's mindset going into a relationship with a private equity investor.

Welcome Back to Gratitude Through Hard Times! You'll learn on this episode how one of the nation's insurance leaders is fueled by authenticity and vulnerability, superpowers available to all of us if we're brave enough to go there. In the case of our guest, Heath Ritenour, a bout with cancer proved an opportunity to drop the corporate mask in favor of prioritizing human connection among the 1,500 employees and 72,000 customers affiliated with Insurance of America (IOAUSA), among the nation's largest private agencies. We learn about how Heath came to embrace the family business, founded by his parents, and carve out a leadership style that has supported exponential growth. As he explains to Host Chris Schembra, Heath has reaped profound rewards through the practice of gratitude, personally and in the workplace context. He doesn't bother with the posturing and business armor so many of us reflexively wear, looking instead for those human places where relationships flourish. It's a formula that attracts and retains great talent and cements loyalty among customers in direct proportion. “The transformational side of building deeper relationships and being open, of being connected with your team, is more growth, more profit and a happier, more cohesive team,” says Heath. And that's exactly how things have played out at Orlando-based IOA's 60 locations and counting. Empathy is woven into the corporate fabric and serves as an invitation for growth through hard times. So go ahead! Be brave. Drop the mask and make that shift. When we remember to witness life's blessings, we are generating more of the same. It's all a question staying mindful, says Heath: “It's not what you gotta do but what you get to do!” Want to follow what the thought leaders at IOAUSA are up to? You can find their blog  at this link. You can also learn all about their corporate 1° Difference philosophy by clicking here. If you'd like to learn more about Chris and his 7:47 Virtual Gratitude Experience or subscribe to our newsletter, please visit this link. Click hereto hear more fascinating conversations with Fortune 500 CEOs, professional athletes and entertainerswho have shared their human stories on Gratitude Through Hard Times. KEY TOPICS:If you could give credit or thanks to one person in your life that you don't give enough credit or thanks to – that you've never thought to thank – who would that be and why? Coach Fred, a recently deceased high school football coach who was tough but also helped Heath learn to prioritize his commitments in business – and life!Shifting Mindset: How thoughtful, deep conversations with an early mentor helped Heath reorder his sense of what really mattered in life (well beyond girls, partying and football!).About Authenticity: A look at the sense of trust and honesty Heath's high school football coach cultivated and how it enabled the younger man to embrace enduring values.Leaning Into Vulnerability: Why Heath has come to understand that being transparent, even where we feel weak or challenged, is integral to establishing real trust with teams.Getting Real: About Heath's bout with cancer and how that journey became an opportunity to shed the posturing, discard the corporate mask and lead with empathy.Tip of the Hat to Mom & Dad: What it looks like to develop a business based on advocacy, partnership and consultative advice and how Heath ultimately took the baton.If Not You, Who? How Heath came to a spiritual understanding that he had something to bring to his family business and clientele.Exponential Growth: About the organic way in which Heath (in spite of his fears) has worked with his team to build IOA and its unique corporate culture and values.It's the Setbacks! Heath explains why challenge and adversity are a growth opportunity. It's when we blow it or fall short that we're offered the chance to evolve and deepen.The Impediment to Action Advances Action: Why today's atmosphere of scarcity, anxiety and rapid technological change offers an invitation to turn suffering – and whatever stands in the way – into a path towards promise.Heath's Top Advice:Take stock and recognize that very likely the most challenging times are also the ones that prompt the most growth and spiritual development.Recognize the power in offering vulnerability as a meeting place and valuable intersection for bonding in every arena of life.Be brave. Drop the mask – then watch good things happen!Remember that profit and growth are an outgrowth of nurturing relationships.Closing Thoughts:Navigating the current crisis of disconnection and alienation in the workplace demands an attitude of empathy, service and heart. Do business the right way – by investing in your people – and the community will thrive and demonstrate great returns!When you cultivate gratitude through daily practice, you have it to share!Make the shift! Remember: It's not what you “gotta do,” it's what you get to do!  QUOTABLE“Heath has grown his company by investing in his people, doing business the good way, honoring faith, taking care of families and knowing your business is only as good as your people.” (Chris) “So much in people's lives we forget the importance of the impact we make on people … and there's nothing better than (changing lives). It's better than money or anything I can think of.” (Heath) “Gratitude just feels good to give, even if the recipient isn't here to receive it.” (Chris) “When I'm open with my weaknesses and challenges – when I'm authentic and vulnerable in that way – it opens (others) up to feel comfortable being more open with me. And then you can build a more cohesive relationship from there.” (Heath) “We all know there's no perfect. It's a fool's errand. It's a treadmill to nowhere. We're all flawed and we all have issues!” (Heath) “The greater you can empathize with what your teammates are actually going through, the greater your ability to actually work together to innovate and create outsized business results.” (Chris) “The transformational side of building deeper relationships and being open, of being connected with your team, is more growth, more profit and a happier, more cohesive team. And that's what I think any business leader should want!” (Heath) “It's very simple: Take off your mask. Number two: Invite your team to take off their masks. Number three: Invite your customers to take off their masks.” (Chris) “Having a mindset of being grateful changes the way you feel and how you show up. It changes the way you deal with and overcome difficulties. Take a few minutes to think not about what you want and don't have but the blessings in your life!” (Heath) LINKS/FURTHER RESOURCES:Click here to listen to episode 225, featuring Geoff McDonald's insights into Mental health and well-being.Learn more about “emotional regulation,” why it's important and strategies to help you get there at this link.Click here to find out about Kurt Vonnegut's “Man in the Hole” theory.More thoughts on gratitude from CEO Ron Carson on this episode of Gratitude Through Hard Times.Check out works by Marcus Aurlelius and the Stoics at this website.Listen to Jim Harter of the Gallup Poll correlate customer engagement with employee engagement on this episode of Gratitude Through Hard Times. ABOUT OUR GUEST:Heath has been in the insurance industry for over 20 years, and I currently serve as chairman of Insurance Office of America (IOA). He also holds the property and casualty general lines (2-20) and health and life (including variable annuity contracts, 2-15) insurance licenses. His experience with insurance includes personal, business, risk management, and countless other types of coverage. Since becoming a member of the team in 1996, Heath has worked with his peers and professional network to continue expanding and improving IOA — which is now one of the largest privately held insurance agencies in the country.He also plays an active role as president of the IOA Foundation and is proud to have been acknowledged as an industry leader. FOLLOW OUR GUEST:WEBSITE | LINKEDIN ABOUT OUR HOST:Chris Schembra is a philosopher, question asker and facilitator. He's a columnist at Rolling Stone magazine, USA Today calls him their "Gratitude Guru" and he's spent the last six years traveling around the world helping people connect in meaningful ways. As the offshoot of his #1 Wall Street Journal bestselling book, "Gratitude Through Hard Times: Finding Positive Benefits Through Our Darkest Hours,"he uses this podcast to blend ancient stoic philosophy and modern-day science to teach how the principles of gratitude can be used to help people get through their hard times. FOLLOW CHRIS:WEBSITE | INSTAGRAM | LINKEDIN| BOOKS

What money, health, happiness, and resiliency have in common is that we can't do it alone. We need to have each other to keep going.In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Will Morales, Body Engineer, and Ron Carson, CEO and Founder of Carson Group, at Partner Summit about the concept of money as an energy exchange. They delve into prioritizing health and the impact of fitness and nutrition on overall well-being. Will shares his journey of resilience, overcoming prostate cancer, and realizing that his true happiness comes from health and resilience rather than money.Will and Ron discuss: Will's favorite sweet and savory foods, and first money memory of a pursuit for moneyThe laws of polarity around moneyWill's story of resilienceFood's role as medicineWhat Will loves about fitness, training people, and the amenities at Carson HQWhere they would go if they had one place in the world to visitAnd moreResources:The Soul of Money by Lynne TwistCured by Jeffrey Rediger M.D.The Celestine Prophecy by James RedfieldThe Book of Mastery by Paul SeligMidnight Library by Matt HaigConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Will Morales:Carson Group LLCLinkedIn: Will MoralesConnect with Ron Carson:Carson Group LLCLinkedIn: Ron Carson

Tune in to this episode, live from Carson Group's Partner Summit as Ryan and Sonu engage in an enlightening conversation with Ron Carson. They delve into Ron's background, exploring his journey and beginnings, and provide insights into the current state of affairs. Don't pass up the opportunity to catch this captivating discussion!Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Ron Carson is an icon in the independent advisor space. He's the CEO and founder of the $20B Carson Group, a platform that serves over 44K families through their advisory network, including 135 partner firms and 35 Carson Wealth locations. In this episode, Ron and I discuss:Ron's backstory: The heartbreaking moment that veered him from his predetermined path as a small town Nebraska farmer to the world of financeHis adventures in entrepreneurship, sometimes a bit illegal (but we're not judging)How his mom's death and overworking took a toll on his mental healthThe rewards of switching from a fear-based mentality to an abundance mentalityHis drive to make an impact, solve world hunger, improve mental wellness, and help others find their freedom3 important things to consider as you scale: Taking care of your client, taking care of your community, and profitabilityAttracting a target market whose values and passions align with yours: from helping farmers invest to taking on Carson Group clients who make a charitable impactMore About Ron CarsonRon is actively involved in charitable giving and his personal mission is to “do the greatest amount of good for the greatest number of people.” He has:Co-founded the Dreamweaver Foundation with his wife, Jeanie, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illnessLed the charges at Carson Group to provide 600,000+ meals to children in Kenya through work with No Hungry ChildrenFounded the American Charitable Foundation, a foundation established for a more efficient disposition of charitable assetsServed as President of the Child Saving InstituteEstablished a global partnership with charity: water and Global CoalitionHis journey of finding freedom in his own personal life has ignited a profound mission to help others find their freedom.Resources mentioned in this episode:Book: The Infinite Game by Simon SinekBook: Outwitting the Devil by Napoleon Hill - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

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 The Power of Moments: Why Certain Experiences Have Extraordinary Impact Ron Carson: Blazing A New Path, Episode #2 Find Your Freedom, Episode #100 Connect with Burt White The website On Twitter On Linkedin On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook 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. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Guest: Ron Carson is living his life by design, but he wasn't always this way. Ron is the Founder and CEO of Carson Group, which serves financial advisors and investors through its businesses, including Carson Wealth, Carson Coaching, and Carson Partners. Founded in 1983, Carson Wealth has grown to become one of the largest wealth management firms in the country, offering portfolio management and wealth planning services to high-net-worth clients. Established in 1993, Carson Coaching has grown to become one of the leading advisor coaching programs in the country, empowering advisors to overcome key business challenges through personalized coaching, proven strategies, marketing services and a passionate community of thousands of advisors. Carson Partners empowers advisors to improve client service, efficiently run their practice, grow their business and build a legacy through a turnkey integrated partnership. All three organizations are headquartered in Omaha, Nebraska but serve a broad base of advisors and investors across the U.S. and Canada. Expanding his impact beyond the chair of CEO, Ron is actively involved in charitable giving. His mission is to “do the greatest amount of good for the greatest number of people.” He and his wife, Jeanie, co-founded the Dreamweaver Foundation, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illness. He also founded the American Charitable Foundation – a foundation for the more efficient disposition of charitable assets. He has led the charge at Carson Group for providing more than 600,000 meals to children in Kenya through work with No Hungry Children. Episode in a Tweet: Most of society, unfortunately, is on an unconscious journey to arrive at death safely, meaning that we get in a rut. Don't do this. Live your life by design. Background: I met Ron at a CEO Coaching International CEO Summit last year, and he inspired me with his story of changing his mindset to break free of limiting beliefs and living life from a place of fear. He is a remarkable human committed to helping others and making an impact. During this episode, Ron and I talk about how his life changed when he changed his thinking, quit drinking and expanded his mind through the use of medicinal psychedelic therapy. He shares how his life changed when he quit drinking and started trusting others to help him grow his business. We talk about how labels can define us negatively and why you should blueprint your life so that you can live your life by design, not default. We talk about how we have more capacity to give and be compassionate when we work on improving and understanding ourselves. My favorite part of the interviews is when he talks about why people live life trying to die safely. Powerful stuff. This episode is not your average leadership talk; it's spiritual, engaging and life-changing. Enjoy and let me know what you think! How to find Ron: www.carsongroup.com www.carsonwealth.com https://www.linkedin.com/in/roncarson1 https://twitter.com/rchusker?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Links from the show The Second Mountain by David Brooks How to Change your Mind by Michale Pollan What Alcohol Does to Your Body, Brain and Health Podcast with Andrew Huberman PhD Blueprint Guide Follow me on Instagram or LinkedIn. Subscribe to my podcast Reflect Forward on iTunes Or check out my new YouTube Channel, where you can watch full-length episodes of Advice From a CEO! And if you are looking for a keynote speaker or a podcast guest, click here to book a meeting with me to discuss what you are looking for!

On the podcast today, we welcome back Jamie Hopkins. Jamie is managing partner of Wealth Solutions at Carson Wealth. He is also a Finance Professor of Practice at Creighton University's Heider College of Business. Jamie and Ron Carson cowrote a new book called Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Rewirement: Rewiring the Way You Think About Retirement! Prior to joining Carson Group, he was with the American College of Financial Services, most recently serving as director of retirement research. He received his bachelor's degree from Davidson College, his JD from Villanova University, and his LLM degree from Temple University. He is also a certified financial planner, a chartered financial consultant, and a chartered life underwriter. Jamie co-hosts his own podcast called Framework, and he is also active on social media. His Twitter handle is @RetirementRisks.BackgroundBioFind Your Freedom: Financial Planning for a Life on Purpose, by Jamie Hopkins and Ron CarsonRewirement: Rewiring the Way You Think About Retirement! by Jamie Hopkins“Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning,” The Long View podcast, morningstar.com, July 15, 2020.Twitter handle: @RetirementRisksFinancial Freedom“Jamie Hopkins: Finding Your Financial Freedom,” Framework podcast, carsongroup.com, Nov. 21, 2022.“Framework: What It Takes to Find Financial Freedom,” Framework podcast, carsongroup.com, Nov. 25, 2022.Dennis Moseley-Williams“Maslow's Hierarch of Needs,” by the CFI Team, corporatefinancialinstitute.com, Nov. 24, 2022.BucketingThe Bucket Plan, by Jason Smith“What Is the ‘Bucket' Approach Strategy to Retirement Income Planning?” by Jamie Hopkins, forbes.com, April 25, 2019.“How to Include Home Equity in Your Retirement Plan With the Bucketing Approach,” by Jamie Hopkins, forbes.com, April 21, 2020.“Bucketing Asset Allocation Strategy Protects Against Investor Emotion, Sequence of Return Risk,” by The Carson Group, carsongroup.com, Jan. 23, 2020.“Is Housing Headed for a Fall? Advisors Beware,” by FA staff, fa-mag.com, Nov. 8, 2022.“Busting Three Half-Truths About Reverse Mortgages,” by Jamie Hopkins, forbes.com, June 24, 2019.“Jamie Hopkins on the Role of Emotions in Reverse Mortgage Decisions,” HousingWire Daily podcast, housingwire.com, Oct. 1, 2021.Retirement Planning“What You Need to Do 10, 5 and 1 Year Before Retirement,” by Jamie Hopkins, jamiehopkins.com, April 7, 2022.“Jamie Hopkins: Congress Will Fix Social Security—Eventually,” by Ginger Szala, thinkadvisor.com, March 29, 2022.“Thinking of Social Security as Our Biggest Asset,” by Jamie Hopkins, jamiehopkins.com, Aug. 25, 2021.“Spend Without Worry in Retirement,” by Sandra Block, Kiplinger.com, Aug. 30, 2021.“Markets and Policy Post-Midterm,” webinar, carsongroup.com, Nov. 21, 2022.“Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill,” by Jamie Hopkins, Sonu Varghese, and Ryan Detrick, jamiehopkins.com, Aug. 2, 2022.“Jamie Hopkins: Why Debt Is ‘Powerful,' Annuities Are ‘Underutilized' and the 4% Rule Is Just a ‘Finding,'” by Jane Wollman Rusoff, thinkadvisor.com, Nov. 14, 2022.“Wade Pfau: The Risks of Retirement Today,” The Long View podcast, Morningstar.com, Aug. 2, 2022.“Bill Bengen: Revisiting Safe Withdrawal Rates,” The Long View podcast, Morningstar.com, Dec. 14, 2021.“Well, Hello, Sequence Risk! Where've Ya Been?” by Jennifer Lea Reed, fa-mag.com, Oct. 1, 2022.“Don't Settle for Someone Else's Vision: Rewire the Way You Define Retirement Income Planning,” by Jamie Hopkins, forbes.com, Nov. 29, 2022.“What Almost Everyone Gets Wrong About the Retirement Distribution 4% ‘Rule,'” by Jamie Hopkins, forbes.com, Dec. 6, 2021.OtherMichael FinkeDavid Blanchett“Michael Kitces: Does Portfolio Customization Pay Off?” The Long View podcast, Morningstar.com, Aug. 23, 2022.“Ronsense: How Ron Carson Uses the 6 Most & Vital One Method for Productivity,” Carson Group, youtube.com, June 6, 2019.reMarkableCalendly

The Carson Group's Jamie P. Hopkins is a busy guy. A nationally recognized writer and researcher who frequently speaks at events around the country, Jamie is the Managing Partner of Wealth Solutions at the Carson Group, and he's also a Finance Professor at Creighton University's Business School. On top of that, he's got a new book this month, “Find Your Freedom: Financial Planning for a Life on Purpose.”We wanted to get his take on why he wrote the new book along with Ron Carson, but of course, while we had a few minutes with him we also wanted to get his take on some other hot-button issues facing the retirement industry right now, such as the recent midterm election and what he thinks might be the most impactful provision of pending SECURE 2.0 legislation (and why we're not ready for it).

It's a special episode of the Framework podcast as host Jamie Hopkins and Carson Group founder Ron Carson celebrate the launch of their new book Find Your Freedom: Financial Planning for a Life on Purpose.They developed the book to help people envision and ultimately realize what life can be like if they don't have to worry about money – one of the key barriers to personal freedom.In today's episode, Jamie welcomes Ron and the contributors who helped inform the book, including Jamie Carroll, Managing Partner at Carson Wealth Management, Marques Ogden, business coach, corporate consultant and host of the podcast Get Authentic With Marques Show, Kellan Brown, Vice President Strategic Partnerships at Finance of America Reverse and Jacqueline 'Jaq' Campbell, President, CEO and Senior Wealth Advisor at Alexander Legacy Private Wealth Management.Click here to find "Find Your Freedom" by Jamie Hopkins.You can find show notes and other information at CarsonGroup.com/Framework

Long-time listeners of the Framework podcast know one of the hosts' favorite questions is about their guests' first money memory. While it serves as an ideal conversation starter, they also realize the incredible impact past experiences have on your outlook and relationship with money throughout your life.The concept of how your money history influences you is one of the key premises of the new book Find Your Freedom: Financial Planning for a Life on Purpose, by Jamie Hopkins, Esq., CFP®, Managing Partner of Wealth Solutions at Carson Group, and Ron Carson, CFP®, founder and CEO of Carson Group.Jamie hopes readers come away with two key conclusions. The first is that they need the courage to take control of their financial life and give themselves permission to do what they want.In today's episode, Ana talks to Jamie about how his process for goal-setting has evolved over the years, how to use gifting occasions to reflect your loved ones' values, the creative way he helps his kids prioritize philanthropy and how his grandparents' relative health and wealth helped him set his own goals in those areas.Click here to find "Find Your Freedom" by Jamie Hopkins.You can find show notes and other information at CarsonGroup.com/Framework

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 podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook   Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Today we are continuing our conversation with the CEO of Carson Wealth, Ron Carson. We'll explore the importance of having a dream and purpose in business and in life.    TIMESTAMPS  0:42 – The core of happiness  4:22 – Live your life by design  8:00 – What's the opposite of your dream? 10:32 – Giving people your time  15:53 – Values and your family mission  19:40 – Empowering your children  23:14 – Living in truth and wisdom    Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/   RESOURCES About our guest: https://www.carsonwealth.com/team-members/ron-carson/ More on The Way2Wealth®: https://www.theway2wealth.com/ More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/ Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600   Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Financial planning, saving for retirement, and acquiring assets, are all great monetary goals. But when is enough, enough? On today's episode, the CEO of Carson Wealth joins us to break down the concept of having enough.   TIMESTAMPS  0:00 – Welcome Ron Carson! 2:10 – Reviewing the Way2WealthⓇ 3:47 – The concept of having enough 8:52 – Recognizing you have enough 11:40 – Redefining goals with money 15:53 – Re-structuring your money and mission 19:04 – Shoutout to Dreamweaver Foundation 20:25 – Having a dream to work towards   Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/   RESOURCES Check out Ron's Dreamweaver Foundation: https://dreamweaver.org/ More on The Way2Wealth®: https://www.theway2wealth.com/ More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/ Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600   Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Carson Group is redefining how the financial advice industry thinks and talks about wealth. Helping to shape this evolution is new joiner Burt White, a longtime advocate for independent advisors with years of experience in the financial services space. “As an organization, as a profession, we have an opportunity to try to get behind the Xs and Os of wealth to understand what makes people tick," said Ron Carson, founder and CEO at Carson Group. "At the end of the day, it's all about humans living on this planet together. I want Carson to be at the forefront of helping people see we have more commonalities than differences." You can find show notes and other information at CarsonGroup.com/Framework.

Bruce and Jeff connect with Ron Carson, founder and CEO of Carson Group, to talk about the big Burt White news, the details of onboarding him, and how Ron feels about having another big personality on the team. They also get into Ron's mindset going into a relationship with a private equity investor.

Ron Carson joins the show to discuss the key drivers behind the rise of the Carson Group, sharing his journey from a Nebraska farm to his tenure with Private Ledger, and on to how he built a nearly $20B independent wealth management enterprise.

Ron Carson is Founder and CEO of Carson Group, which serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. 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. Ron and Jeanie reside in Omaha and have three wonderful children. He enjoys spending time with his family, collecting and drinking wine, golfing, flying, pheasant hunting, and he's an avid Nebraska Cornhusker fan.

My favorite marketing takeaway from Carson Excell 2021. A line about content marketing from Mary Kate Gulick, CMO at Carson Group. Also: George W. Bush's keynote was a master class in speaking and narrative on stage with a $100,000 dog. Tyrone Ross and I agreed this was an incredibly engaging interview between Bush and Ron Carson. I share a story he told about the one time he saw red. Lastly, remember it's rare to change any adult's mind. Subscribe to and review this podcast anywhere you listen (Spotify, Apple Podcasts, Alexa Flash Briefing and more) here: https://emilybinder.com/flash-briefing/ See acast.com/privacy for privacy and opt-out information.

So, let me introduce you to Matt Halloran, this conversation came about from some communication on social media after I listened to Matt in conversation with Kelly Cardenas. There were a few things that Matt spoke about in that show that really piqued my interest. So I invited him on the show and he graciously said yes!I had an inkling that we would get along, we share the same values, we share a child like spirit that probably gets us into more trouble than not. But in this wonderful conversation with Matt he tells us about his life, the early days. The serendipitous moment of choosing, one day, to reach out to a man called Ron Carson. From that moment on Matt has made sure he sits at the table of life and is unapologetically himself with everyone he meets and everything he does.Matt is such a brilliant person who is the ultimate optimist and one of those people that you just feed off his energy so your day is even brighter.So this is me and Matt Halloran, a guy from Kalamazoo, a man who learnt from an early age to make the best of every situation.It's about making right choices and learning from the bad onesUnderstanding that today is a gift and to live in the presentIt's about living an abundant life But ultimately this is all about Matt's journey to find his passion, help people live a better life and to be the better man!Please connect with Matt on Linked In and his website is here at Proudmouth.com. Please also listen to his excellent podcast Be Your Own Load - you won't regret it!Okay lets rock! Thanks for listening everyone.Steve

Ron Carson Jr. was born and raised in Athens. He graduated class of 2014 from Cedar Shoals High School and spent a few years at Savannah State University where he majored in Mass Communications. He has always had an interest in graphic design and video production, and while a student at Burney-Harris-Lyons Middle School was introduced to photography, which he immediately fell in love with. When Ron returned to Athens after college, he was struck by the lack of publications centered around Black contributions and communities and decided to work to create a positive platform for that. With the encouragement of his mentors, friends, and family he launched Highlight Magazine in 2019, which, “advocates for and celebrates Athens' Black communities.” In addition to being Editor-in-Chief of Highlight, Ron oversees the Marketing Communications Committee for the Northeast Georgia Black Chamber of Commerce and is a recent graduate of LEAD Athens. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/ernest-tate/message Support this podcast: https://anchor.fm/ernest-tate/support

In this episode, Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future, how specialized planning tools are allowing advisors to anticipate a client's needs even before they do, and why you need a high AQ (adaptability quotient) to be successful in the future. Ron also discusses his vision for his completed 200,000 sq ft headquarters and a heartfelt and deeply personal BIG REVEAL.

Ron Carson Jr. was born and raised in Athens. He graduated class of 2014 from Cedar Shoals High School and spent a few years at Savannah State University where he majored in Mass Communications. He has always had an interest in graphic design and video production, and while a student at Burney-Harris-Lyons Middle School was introduced to photography, which he immediately fell in love with. When Ron returned to Athens after college, he was struck by the lack of publications centered around Black contributions and communities and decided to work to create a positive platform for that. With the encouragement of his mentors, friends, and family he launched Highlight Magazine in 2019, which, “advocates for and celebrates Athens' Black communities.” In addition to being Editor-in-Chief of Highlight, Ron oversees the Marketing Communications Committee for the Northeast Georgia Black Chamber of Commerce and is a recent graduate of LEAD Athens. --- Send in a voice message: https://anchor.fm/ernest-tate/message Support this podcast: https://anchor.fm/ernest-tate/support

For years, I had trouble falling asleep. Some nights my anxiety would kick into high gear while other nights I simply rolled around for what felt like hours. I began to think I had sleep apnea. But one day I was listening to a highly successful man (Ron Carson) talk about how a book on sleeping changed his life. I read the book and before too long I was having some of the best sleep of my life. I truly believe this can work for almost anyone (of course, if you have a legit sleep disorder then you need more help). Hope this helps.

Bloomberg News Health Care Reporter Angelica LaVito discusses why the J&J Covid vaccine could protect millions -- if they take it. Bloomberg Businessweek Editor Joel Weber and Businessweek Freelance Writer Josh Hunt talk about a Nike executive leaving following a report about her son's business. Bloomberg News Wealth Reporter Anders Melin and Bloomberg News Finance Reporter Sri Natarajan shares insight on Goldman's chief lawyer departing as senior exits grow at the bank. And we Drive to the Close with Ron Carson, CEO of Carson Group.   Hosts: Carol Massar and Tim Stenovec. Producer: Doni Holloway.   Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg News Health Care Reporter Angelica LaVito discusses why the J&J Covid vaccine could protect millions -- if they take it. Bloomberg Businessweek Editor Joel Weber and Businessweek Freelance Writer Josh Hunt talk about a Nike executive leaving following a report about her son’s business. Bloomberg News Wealth Reporter Anders Melin and Bloomberg News Finance Reporter Sri Natarajan shares insight on Goldman’s chief lawyer departing as senior exits grow at the bank. And we Drive to the Close with Ron Carson, CEO of Carson Group.   Hosts: Carol Massar and Tim Stenovec. Producer: Doni Holloway.  

Ron Carson is a powerhouse in the financial industry. He's an icon, a Barron's Hall of Fame wealth advisor, and one of the top wealth advisors in America listed in Forbes. One could assume that a powerful drive and passion have made him the success he is, in leading the 5,000-member firm Carson Group. His leadership style really stems from a mindful approach to understanding the needs of his employees and his personal hope of improving inequities throughout the world. He is an advocate for promoting women in the financial industry and openly admits how women have taught him how to improve work environments. He takes the same conscious business philosophy and applies it in his many non-profits, co-founded with his wife, Jeanie. Our conversation includes a full range of thought-provoking ideas including: ●    The importance of self-care and allowing self-compassion in the workplace. ●    A unique approach to goal setting. ●    Time management and blueprinting your life. Get out your notepads and listen to this episode again and again. The ideas and concepts are something we can immediately put into practice! Please let me know what you enjoyed in this episode and if you are using any of Ron's techniques. Go to https://femalefinancialadvisors.com/ron to be invited to the breathing exercise event or other special trainings/events with Robyn.  Connect with Ron Carson: Website: https://www.carsonwealth.com/team-members/ron-carson/ LinkedIn: https://www.linkedin.com/in/roncarson1 Connect with Robyn Crane Website:   https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ Twitter: @RobynHCrane Learn more about your ad choices. Visit megaphone.fm/adchoices

A quick intro to the newest show on The All About Your Benjamins Podcast--The Pursuit. Join me every Friday as we explore the intersection of passion, purpose, reducing regret, and personal finance. The Pursuit has been something I've been wanting to do for a while, but I wasn't quite sure how to do it. And if I'm being honest, I was a little nervous to tackle it--this is a little outside my comfort zone, but that's where the real growth occurs, right? On The Pursuit, I'll be discussing, sometimes by myself and sometimes with a guest, how we can achieve greater happiness and live more fulfilled lives by identifying and pursuing our passions, finding our purpose, and how it all plays into our financial planning. In this intro episode, I reference my recent blog post, Impact, which you can read here, along with the latest Human Advisor Podcast episode with Ron Carson and Jason Wenk, which you can watch here. And while I'm sharing other content that plays into The Pursuit, check out this month's All About Your Benjamins conversation with Tyrone Ross here as he and I spend the majority of the conversation discussing "purpose". I want to give a quick shoutout to my very good friend and one of my creative go-to's, Nyle Bayer for the instrumental leading into the episode. Nyle's work is always

Watch on YouTubeABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor's book of business is to how well do they take care of their clients and actually help people. There's a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we're telling their stories.ABOUT ALTRUIST: Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. Learn more at altruist.com.CONNECT WITH US:Instagram ► https://bit.ly/3cNsF5K Twitter ► https://bit.ly/2ykku1L Linkedin ► https://bit.ly/3dYqDjc Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2021 Altruist Corp

On this show, our 800th episode, we talked about the role intentionality plays in success, finding and leading a balanced life, how to put your subconscious mind to work, and why there’s still so much work to be done with Ron Carson Founder and CEO of Inc. 5000 Carson Group, Barron’s Hall of Fame Advisor, Forbes Top Wealth Advisor, talk show host and New York Times Best-Selling Author.  Listen to learn how to start moving in the direction of the life you truly want!  For the Difference Making Tip, scan ahead to 21:42! You can learn more about Ron at CarsonGroup.com, Twitter, YouTube, Facebook, Instagram and LinkedIn. Click HERE for a copy of Proven in the Trenches We’re honored to have been named one of the top podcasts from investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

This holiday weekend we're revisiting our conversation with Ron Carson. Ron Carson is the founder and CEO of The Carson Group, a company focused on coaching independent financial advisors. After Ron and Jeffrey traded Warren Buffett stories, Ron turns the table on Jeffrey by asking an important question, “What’s the difference between a broker and a fiduciary?” Do you know the answer? Listen and find out. That’s not the only nugget of wisdom Ron offered up. He also gave some practical investment advice, what he thinks could become the new world currency (hint: not bitcoin), why he doesn’t hire employees, and how that daily coffee fix could be damaging your financial future.    Connect with Ron: https://www.carsongroup.com/ Become a member of the C-Suite Network: https://c-suitenetwork.com/executive-membership Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Intersections in Public Service, Media Team Intern Cassie Deering covers an interview between Virginia Institute of Government's Associate Director, Charles Hartgrove and the founders of the Appalachian African American Cultural Center, Ron and Jill Carson. Since the killing of George Floyd in May of 2020, the topics of race and police brutality have become a prominent discussion in America. Jill and Ron Carson discuss their anti-racism workshops, and the importance of Black leadership in rural areas. Together, they explore how we can come to confront racism by preserving Black history. Click here to watch the original interview. Hosts: Charles Hartgrove, Cassie Deering Guests: Ron and Jill Carson Editor: Cassie Deering Project Manager: Claire Downey Music Credits: Air Hockey Saloon by Chris Zabriskie is licensed under an Attribution License. http://chriszabriskie.com/licensing

Ron Carson, industry icon, shares his story and his insights for how advisors can succeed professionally and in life.  Author of Proven In The Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future, Ron shares insights about alignment of values and passion for service.  Moved from being driven by scarcity to impact, Ron & the Carson Group have reached the industry’s heights. Identify the challenges advisors’ face in the years ahead and ingredients for solutions.  Listen in for one of our best episodes. Ron Carson 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 and New York Times bestselling author.  The Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. Author of Tested in the Trenches, Avalanche, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, and now Proven In The Trenches, Ron shares from his experience to assist other advisors serve their client achieve their fullest potential.   Ronsense (mentioned): https://twitter.com/rchusker/status/1321812381866053635?s=21 Carson Blueprint Guide:  https://www.carsongroup.com/blueprinting-guide/ Amazon’s CEO, Jeff Bezos interview at Economic Club of Washington (2018.09.13): https://www.youtube.com/watch?v=xv_vkA0jsyo  Ron Carson:  Twitter:  https://twitter.com/rchusker LinkedIn: https://www.linkedin.com/in/roncarson1/   Chris Boyd: FB: https://www.facebook.com/Asset-Management-Resources-LLC-127731740611374 Twitter:    @SMoreChrisBoyd, @AssetMgmtRsrcs LinkedIn: https://www.linkedin.com/in/j-christopher-boyd-cfp®-b932169 https://www.linkedin.com/company/asset-management-resources-llc/ FPA of Massachusetts: FB:        @FPAMASS Twitter:        @FPA_MA LinkedIn:    @financial-planning-association-of-massachusetts   Financial Planning Association (FPA): FPA FB:    @FinancialPlanningAssociation FPA Twitter:    @fpassociation FPA LinkedIn: @financial-planning-association

En este episodio de Latino Despierta tu Poder hablo del tema del subconsciente y lo importante que es cuidar la información que estamos permitiendo que entre en él. Las mejores ideas y soluciones que tenemos vienen del subconsciente. Es ahí que guardamos todas nuestras experiencias y conocimientos. En ese momento en que te viene una idea y sientes que viene de la nada, es cuando has accedido a tu subconsciente. Es voz o idea que te llega en momentos de quietud, meditación y paz. Cada uno de nosotros permite que entre información al subconsciente que está alineada con nuestros valores o en contra de ellos. Tu decides. Es por eso, que el aprendizaje es para toda la vida y debe ser de calidad. Cuando estás pensando en resolver algún problema, tu subconsciente te presenta una solución. La calidad de tu idea dependerá de lo que hayas alimentado a tu subconsciente. Nunca dejes de aprender. Estoy leyendo el libro #The Sustainable Edge y dentro sus páginas encuentro esta oración, "Comprometerse con las actividades que fluyen de su subconsciente es la clave para estar ocupado con el equilibrio y mantener una ventaja sostenible." Vemos que este es un tema que muchos estamos tratando de enseñar y promover. El punto de vista de los autores, #Ron Carson y #Scott Ford, es que para mantener una ventaja en lo que queremos lograr, debemos depender de las ideas que fluyen del subconsciente. Si quieres desarrollarte como líder y ser exitoso, alimenta tu subconsciente con información de calidad.

Carson Group Founder & CEO Ron Carson shares what it was like to be one of the first independent advisors in the space and what he has learned about investing and proving your value over the years. He also weighs in on how technology has changed the landscape.

In this episode, Jeff and Ron discuss: • Ron's impressive career journey from wanting to quit the business to his innovating and pioneering path in financial advising.• The dimensions of trust and how to move up the dimensions.• The evolution of digital connection to the future of the financial advising industry.• Putting yourself, your physical health, and your mental health as a priority.  Key Takeaways: • Think about the heirarching between customer, client, and advocate with those that you work with and serve. How are you moving your customers to become clients then to advocates?• People crave connection. Even in times like these where we are so isolated, we need to find ways to connect with one another however we can.• Complacency is the most common form of business cancer - you must be able to adjust and challenge yourselves to better yourself and your company.• Balance leads to growth, growth leads to balance.• Build whitespace into your calendar - thinking is something we should all spend more time doing.  "Reinvent yourself before your competition forces you to." —  Ron Carson 

Ron Carson is one of my heroes and mentors. He's the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he's a New York Times best selling author of Avalanche and The Sustainable Edge. In this episode, he'll help us understand how advisors can prepare to sell their practices including: What's the selling landscape like for advisory firms today? How can advisors plan to get top dollar for their firm? What are the factors that go into valuing an advisory firm? How can advisors prepare five or ten years out to sell their firms? What are the factors that impact the success of a transaction?