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Advisors to Trump: Stop with the ‘knee-jerk’ reactions

What would you say to President Donald Trump if you were given a few minutes to chat with him?

CNBC asked that question of financial advisors Scott Hanson, Peter Mallouk, Ron Carson, Louis Barajas and Cathy Curtis, who each welcomed the opportunity and weighed in with some professional financial advice. Read more


Can Your Practice Survive These Stock-Market Land Mines?

Published by Ron Carson | @rchusker

At a wedding I attended recently, one friend I expected to see was conspicuously absent. When I asked why he hadn’t come, his family told me he was embarrassed to show his face around them. He had moved all of his money from a brokerage account into an oil stock that was generating an 8% yield. Then the stock fell off a cliff. His million-dollar portfolio went to zero in seven or eight months. Read more



This One Mistake Could Cost You Thousands of Dollars

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Capitalize on Regulatory Changes

Published By Ron Carson | @rchusker

With President-Elect Trump moving quickly to enact his campaign promises, every financial advisor should be ready for potential regulatory change. If you don’t know how your registered investment advisor, broker-dealer or office of supervisory jurisdiction is prepared to react—and to deal with uncertainty in the meantime—change is likely to hit you with the impact of a speeding bus. Read more


2017 1st Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more


Your advisor’s succession plan

Ron Carson, founder and CEO of Carson Group, says on CNBC that you should ask your financial advisor this question the next time you meet. Read more


When your advisor has your back

Ron Carson, founder and CEO of Carson Group, discusses on CNBC why the Department of Labor’s Fiduciary rule is a win for individual investors. Read more


InvestmentNews Recognizes Ron Carson As 2016 Innovator

InvestmentNews named our Founder and CEO, Ron Carson, one of its 2016 Icons and Innovators. His unrelenting commitment to advance the profession of financial advice for the better and his passionate spirit for innovating the way financial advice is delivered are just a few reasons Ron stuck out this year. Read more


Investment News: Icons & Innovators

InvestmentNews recognizes the icons and innovators who have shaped and transformed the financial advice profession.

For Ron Carson, founder and CEO of Carson Wealth Management Group, growing up on a farm in Nebraska provided the source of his innovative spirit. Read more



Marketing Planning for Financial Advisors

December 14, 2016

More than 90% of advisors say they get new leads from referrals, yet 70% of advisors have no formal marketing plan for gaining client referrals. Join us to learn two easy things you can do to make your business undeniably referable! Don’t miss this opportunity to start your 2017 marketing with these two simple steps. Join us for our upcoming webinar Marketing Planning for Financial Advisors: Implementing an Actionable Marketing Plan to Grow Your Business

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