Ron Carson, Founder & CEO, Carson Group met with Julie Cooling, Founder & CEO, RIA Channel to discuss the vision behind his brand, and what’s fueling his tremendous growth.
“I set out to really start a movement,” says Carson on his rapidly growing wealth management firm. With an emphasis on serving clients and fiduciary responsibility, Carson Group continues to attract advisors interested in being a part of something bigger than themselves. Carson invested heavily in innovation and providing a seamless “one-click” client experience. The firm could be equally considered a technology company as much as an advisory firm. Eliminating that feeling of a middle man, Carson Group plugs advisors directly into their business model, empowering them with a world-class research team, expert investment managers, and integrated technology.
To learn more, head to CarsonGroup.com.