The Evolving Advisor Podcast

Ep 019: Ron Carson: Strengthening Your AQ - Adaptability Quotient

Episode Notes

In this episode, Jeff and Ron discuss: 

• Ron’s impressive career journey from wanting to quit the business to his innovating and pioneering path in financial advising.

• The dimensions of trust and how to move up the dimensions.

• The evolution of digital connection to the future of the financial advising industry.

• Putting yourself, your physical health, and your mental health as a priority.


Key Takeaways: 

• Think about the heirarching between customer, client, and advocate with those that you work with and serve. How are you moving your customers to become clients then to advocates?

• People crave connection. Even in times like these where we are so isolated, we need to find ways to connect with one another however we can.

• Complacency is the most common form of business cancer - you must be able to adjust and challenge yourselves to better yourself and your company.

• Balance leads to growth, growth leads to balance.

• Build whitespace into your calendar - thinking is something we should all spend more time doing.


"Reinvent yourself before your competition forces you to." —  Ron Carson


Connect with Ron Carson:


Dreamweaver Foundation:

Book: Proven in the Trenches


Connect with Jeffrey Concepcion: