Ron Carson on Financial Advisers' Trust (Podcast)
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 26 June 2020
⏱️ 67 minutes
🧾️ Download transcript
Summary
Bloomberg Opinion columnist Barry Ritholtz speaks with Carson Group founder and CEO Ron Carson. Carson Group serves financial advisers and investors through its family of businesses including Carson Wealth (which has $12 billion in assets under management) and Carson Coaching (which has grown to be one of the leading adviser coaching programs in the U.S.). He is the author of several books, including "The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life."
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| 0:30.1 | Bloomberg Invest returns to New York June 6th through the 8th. |
| 0:33.8 | We'll have influential leaders from the NASDAQ, JP Morgan, the SEC, Franklin Templeton, |
| 0:39.2 | the WNBA, Charles Schwab, BlackRock, Goldman Sachs, and many more. |
| 0:44.3 | US Presenting Sponsor, Invesco QQQ, Presenting Sponsors, All Spring Global Investments, |
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| 0:55.6 | Register at BloombergLive.com, slash invest slash radio. |
| 1:00.2 | This is Masters in Business with Barry Rittoltz on Bloomberg Radio. |
| 1:07.2 | This week on the podcast, I have an extra special guest. |
| 1:10.8 | Ron Carson, CEO and founder of the Carson Group, started way back in 1983, |
| 1:16.8 | practically in his dorm room in Nebraska, has been one of the leaders in the RIA space, |
| 1:24.7 | not just through Carson Wealth, the Asset Management Business side, |
| 1:29.2 | but through Carson Partners, which is a sort of TAMP plus for independent RIAs who were looking |
| 1:37.2 | for succession planning and help on the back end of their business with technology, |
... |
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