Knowledge and Insight

Virtual-Office Tools for a High-Margin Practice

Added in Book Reviews

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Influence: Science and Practice

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Blue Ocean Strategy

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Becoming a Rainmaker

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Why exactly is Ron Carson forming an RIA and why is it happening now?

Added on May 2011 in Form an RIA

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Summary: LPL’s number one advisor, Ron Carson, wants to manage the assets of other non LPL advisors and buy other advisory firms, but deals always got hung up because the advisors couldn’t custody assets at any other firm if they joined Carson.   Carson coaches 800 advisors through his Peak Advisor Alliance where 58% are not affiliated with LPL.