Assets B2B Ethics Financial Planning 
Indigo Marketing Agency
DECEMBER 19, 2022
Ron is a household name among financial advisors and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. Ron was also a guest on Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. billion in client assets. Peter Lazaroff.
The Big Picture
JUNE 6, 2023
It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. Have I managed my asset allocation and my investment fees? You could do it.
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