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Billion Dollar Backstory
Trailer
Bonus
Episode 3
Season 1
3: $20B Carson Group Founder Ron Carson on How Personal Growth Unlocks Professional Growth | Can You Be a Specialist and Scale? | Why Culture and Values Matter in Defining Target Market
Ron Carson is an icon in the independent advisor space. He's the CEO and founder of the $20B Carson Group, a platform that serves over 44K families through their advisory network, including 135 partner firms and 35 Carson Wealth locations. In this episode, Ron and I discuss:
- Ron’s backstory:
- The heartbreaking moment that veered him from his predetermined path as a small town Nebraska farmer to the world of finance
- His adventures in entrepreneurship, sometimes a bit illegal (but we’re not judging)
- How his mom’s death and overworking took a toll on his mental health
- The rewards of switching from a fear-based mentality to an abundance mentality
- His drive to make an impact, solve world hunger, improve mental wellness, and help others find their freedom
- 3 important things to consider as you scale: Taking care of your client, taking care of your community, and profitability
- Attracting a target market whose values and passions align with yours: from helping farmers invest to taking on Carson Group clients who make a charitable impact
More About Ron Carson
Ron is actively involved in charitable giving and his personal mission is to “do the greatest amount of good for the greatest number of people.” He has:
Ron is actively involved in charitable giving and his personal mission is to “do the greatest amount of good for the greatest number of people.” He has:
- Co-founded the Dreamweaver Foundation with his wife, Jeanie, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illness
- Led the charges at Carson Group to provide 600,000+ meals to children in Kenya through work with No Hungry Children
- Founded the American Charitable Foundation, a foundation established for a more efficient disposition of charitable assets
- Served as President of the Child Saving Institute
- Established a global partnership with charity: water and Global Coalition
His journey of finding freedom in his own personal life has ignited a profound mission to help others find their freedom.
Resources mentioned in this episode:
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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership