Ron Carson chooses Orion-Salesforce software for his $5-billion RIA as he lines up an additional $3 billion
Besides Carson Wealth Management Group using it, his roll-up/TAMP, Carson Institutional Alliance, will also become an Orion/Salesforce shop
Peter Giza
Brooke,
I had the opportunity to attend this session and I found it a highly valuable tool as an industry technology provider.
The value perspectives given were given from the view point of the advisor. And I really appreciated that for the most part there was a minimal degree of stumping for one’s platform.
Having served in many technology venues throughout the years I have to say that the finserv industry stands alone in my experience.
To be sure there is fierce competition, but there is a high degree of trust – earned trust that compels comments like Ron Carson’s regarding Eric Clarke – “I trust him”.
Trust is everything. Whether it’s between an advisors and providers, service provider to provider, custodian to custodian. Trust is infectious and the clients we serve sense that.
Pete
Peter Giza | VP Bus Dev | www.WealthSite.com
Related Moves
Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke
When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal
October 5, 2018 at 6:05 PM
Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'
The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.
February 10, 2022 at 2:22 AM
Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says
The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.
January 7, 2022 at 11:40 PM
Carson Group
Consulting Firm
Top Executive: Ron Carson
