Discover the vision and strategy behind Carson Group’s evolution as Burt White steps into the role of CEO!
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Burt White, CEO at Carson Group, to explore the company’s direction under his leadership and the legacy of service excellence they aim to uphold.
Together they discuss:
- Burt’s recent appointment as CEO and the seamless transition of leadership within Carson Group
- The concept of ‘Peak Service’ and how Carson Group is redefining service standards in the wealth management industry
- The importance of client-focused metrics and the impact of small business ethos on financial advice
- The dynamic partnership between Burt and Ron Carson, highlighting their complementary strengths and shared vision for the company
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
Connect with Burt White:
Connect with Ryan Detrick:
Connect with Sonu Varghese:
About Our Guest:
A prominent voice and advocate for the independent advisor, Burt White is Chief Executive Officer at Carson Group. He helps steer the company’s strategic focus as a member of Carson’s executive board.
Drawing on decades of industry experience, Burt augments and elevates the firm’s opportunities for growth across corporate and investment strategies. He works with Carson’s investment team to build and deliver an investment ecosystem that drives growth for the firm’s 140+ partners, who collectively manage $30 billion in assets.
Burt’s excitement to redefine how our industry talks about wealth shines through in his work. He believes adaptability is a superpower and is highly motivated to innovate, pioneer and deliver forward-thinking industry thought-leadership.
Burt is passionate about making a meaningful impact in the lives of clients and advisors. Given that passion and his unique talent for client storytelling, he is well equipped to help our advisors best serve clients and generate new business.
Carson Group Founder and Chairman Ron Carson calls Burt a visionary in the industry who understands where the profession is and where it needs to go.
Before joining the Carson team, Burt served for 14 years as Managing Director and Chief Investment Officer at LPL Financial. There, he fostered the development and evolution of LPL’s capabilities to effectively support advisor efficiency and growth.
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.