Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice.
Ron Carson
Founder and CEO
Award Category
Individual RIA Firm Leaders > CEO of the Year
Individual RIA Firm Leaders > Thought Leader of the Year
Individual RIA Firm Leaders > Thought Leader of the Year
Nominee
Ron Carson, Carson Group, CEO 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.
Jamie Hopkins
Managing Director, Carson Coaching
Award Category
Individual RIA Firm Leaders > Innovator of the Year
Nominee
Jamie Hopkins, Managing Director, Carson Group 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.
Award Category
Individual RIA Firm Leaders > Thought Leadership Advisor Education
initiative
The SECURE Act: Advisor Resources Campaign
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.
Resources
RESEARCH REPORT
Advisor Value Survey 2020
Discover how clients feel about advisor interaction, compensation and services.
WHITE PAPER
How to Illustrate Value to Your Clients
Find out what action steps you can take today to better demonstrate your value to clients.
WHITE PAPER
Top 10 Advisor Value Research Takeaways
Learn how to help clients feel more confident in you and their financial decisions.