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:
Resources:
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.
My Favorite Murder with Karen Kilgariff and Georgia Hardstark
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
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