The Big Reveal, hosted by Suzanne Siracuse, in partnership with Envestnet

Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ


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In this episode, Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future, how specialized planning tools are allowing advisors to anticipate a client's needs even before they do, and why you need a high AQ (adaptability quotient) to be successful in the future. Ron also discusses his vision for his completed 200,000 sq ft headquarters and a heartfelt and deeply personal BIG REVEAL.

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The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetBy Suzanne Siracuse