When Ron Carson recently announced he was dropping his personal FINRA registration to operate as an Investment Advisor Representative of the RIA, it made waves in the industry. Advisors are excited by the prospect of added simplification and fewer requirements. But how does the Carson Brokerage Solution work?
Ryan Oleson, Director of Brokerage Operations at Carson, explores the advantages of the Carson Brokerage Solution.
In this webinar, you’ll learn:
- What the Brokerage Solution is and what it could mean for your practice
- Why it matters to the future of our industry
- How it works
- And much more
Share Post:
Recent Posts
Blog
The 6-Step Goal Setting Framework: Forget Realistic, Go Big in 2025
I can’t stand realistic goals. I can’t stand them because who decides what “realistic” actually is? Who is the person who comes down and tells you, “You know what’s …
Blog
How Advisors Can Delegate, Innovate, and Elevate
Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, …
Blog
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy
Is traditional behavioral finance missing the mark? Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that …
Blog
Delegation FTW: Using AI for Routine Communication Tasks
Generative AI is increasingly being used by knowledge workers—like financial advisors. In a recent episode of Facts vs Feelings, Carson’s Chief Strategy Officer Dani Fava noted that 78% of …
