Founder and CEO
Individual RIA Firm Leaders > Thought Leader of the Year
Ron has led Carson Group through multiple initiatives in the past year all which have helped the firm experience exceptional growth, including opening seven new Carson Wealth retail locations through M&A and partnership. His vision propelled the firm forward to serve more than 30,000 families and hit $12B in AUM, which as mentioned, allowed tech cost coverage for Carson Partners. With the transition to all 245 stakeholders working remotely during the COVID-19 pandemic, Ron has actually increased stakeholder engagement (measured by OfficeVibe surveys), and hosts weekly virtual happy hours. With his leadership, the firm even virtually on-boarded new stakeholders.
Managing Director, Carson Coaching
The SECURE Act, the biggest and most impactful retirement-focused legislation in more than a decade, changed retirement planning within the industry and left many advisors sprinting to learn the new policies. Jamie developed www.securermd.com, a website for advisors and investors to understand how the bill affects RMDs. He also created multiple documents to guide the 1200 advisors currently enrolled in Carson Coaching, including a whitepaper, an FAQ sheet, a deep-dive webinar available on-demand, multiple blogs and pieces for industry publications, and monthly online live events for CE Credit. These innovative resources help advisors navigate their clients through uncertain waters.
The SECURE Act, the biggest and most impactful retirement-focused legislation in more than a decade, changed retirement planning within the industry and left many advisors sprinting to learn the new policies. When the legislation passed through Congress, Carson Group set out to be the single resource advisors could go to. Under the leadership of Ron Carson and Jamie Hopkins, the firm developed an entire campaign: a website, calculator, whitepapers, webinars, and live events for CE Credit. These resources were used by over 1500 advisors, including Carson Coaching members, Carson Partners and those around the nation who were unfamiliar with how to guide clients during this time. Professor Hopkins also appeared in major news outlets to educate the public about the SECURE Act.