Insights M&A

For many Americans, their financial planning goals can be broken down into two periods: saving for retirement and spending in retirement. (If you’re up on your financial industry jargon, you might know these phases as accumulation and decumulation, respectively.) While this is definitely an oversimplification of the complexities of saving for retirement, it helps identify …

Is there a retirement crisis? The debate centers on how much people have saved or set aside for retirement. But the focus on savings amounts misses the point. Retirement isn’t about achieving some magical retirement savings number. Instead, it’s about generating sustainable cash flow to meet your goals, needs and wants. The pivot from defined …

President Trump and Congress made their mark on the United States in 2017 with the most significant tax reform in 30 years. With four significant pieces of retirement reform legislation before Congress, retirement reform could be the dark horse of 2019. Each piece appears to have some level of bipartisan support in their current drafts, …

If you’re trying to develop a digital presence in the marketplace, this case study is a great starting point. Bob Huntley discusses his schedule for marketing strategy, and how his team works to keep their name on the front page of Google results for advisors in their area. Download

A recently published research study in the Journal of Financial Planning shows that financial literacy has a huge impact on having a more financially secure retirement. The research consisted of data collected from roughly 1,200 Americans between the ages of 60 and 75, with at least $100,000 of investable assets – the data set excludes many lower-income Americans. …

Remember what it was like when you started your firm? Those days when you transitioned from being one advisor among many to being a CEO. It felt like your concerns changed overnight – everything suddenly seemed more challenging and complex. Once you’ve successfully established your own business, the next transition is just as vital and …

Most advisors know they need a succession plan but don’t always know where to begin. Build a successful internal succession plan will help you get on the path to securing your legacy.

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M&A is a hot topic among advisors who are seeking exponential growth, or looking to exit the business. But how do you know if it’s the right strategy for your firm?

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Tune in every Saturday to hear Ron Carson and selected guests on the “Wealth From Wisdom” radio show and podcast. As an advisor, why should you listen?

Do you want to serve as rainmaker and CEO of your firm rather than spending all your time managing day-to-day tasks? If you aren’t spending your days doing what you do best, your firm’s productivity and growth will suffer. Download

Recently, Carson Group founder Ron Carson was featured on InvestmentNews TV