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! [email protected] 

Connect with Burt White: 

• LinkedIn: Burt White

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese
• X: 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.