Find Your Freedom

The founder and CEO of Carson Group explains why advisors and clients can benefit from answering tough questions about their financial concerns, as well as their professional and personal goals, in order to “live life by design and not by default.” Also, when it comes to leading a team, Ron Carson suggests advisors “surround themselves with the best people and get out of their way.” And while the demand to provide “all the answers” is intense, aim to “be a librarian” of financial information and “not the library.”