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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Jan 10, 2017

It’s taken Ron Carson considerable energy and determination to get where he is today, and this interview sheds light on all the hard work he’s done to build such an impressive career. While it may seem like successful people simply spring into existence, I hope these interviews show you that all financial planners encounter triumphs and obstacles alike.

Ron talks candidly his humble beginnings and the moment of physical, emotional, and professional burnout that actually turned into his career-making opportunity. He also shares the mistakes he’s made along the way, including his slow adaptation of technology and hesitance to invite other über-talented people into his practice’s inner circle. We then discuss Ron’s thoughts on making your employees into shareholders, and how he juggles the advising, mentoring, and charitable businesses he’s founded over the years.

Get the full show notes and transcript for this episode at: https://www.kitces.com/2

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