Professional Speakers

Keynotes, Workshops, Conference Calls, and Webinars

Are you looking for a speaker who can educate, enlighten, and inspire your audience to take action and make significant improvements in their businesses and their lives?

Ron Carson and Paul West have been speaking to and working with financial advisors for decades to help them cut through the clutter and reach breakthrough success. With a variety of topics to choose from, Ron and Paul can tailor their presentations to meet your specific needs.

Call us at (800) 514-9116 to learn more about hiring Ron or Paul as a speaker at your upcoming event. They are available for keynotes, half-day and full-day programs, conference calls, and webinars.

Speakers

Ron Carson, CFP^®, ChFC

Ron Carson

Ron is Founder and CEO of Carson Wealth Management Group, a comprehensive wealth planning firm, and founder of Peak Advisor Alliance, a coaching and resource program for financial advisors, both based in Omaha, Nebraska. With over 29 years of experience and more than $3 billion in assets under advisement, Ron is one of the country's most successful and respected advisors. Barron’s magazine has ranked Ron one of the nation’s top advisors for the last five years. Registered Rep magazine chose Ron as the number one independent advisor in the country for the fourth year in a row.

In addition to his planning practice, Ron is recognized as one of the country’s top trainers for financial advisors. He has spoken to audiences worldwide and shared the success principles documented in his books, Tested in the Trenches co-authored with Steve Sanduski. Most recently, Ron released the newest edition of Tested in the Trenches: A 9-Step Plan For Success As A New-Era Advisor. He's also known for his New York Times best-selling book, Avalanche and the Blueprinting exercises that go with it. Together these tools help advisors learn how to clarify their mission, vision, and values and create a life lived by design, not default.

Topics Include:

The Secrets to Becoming a Million-Dollar Success
Professional Persuasion: How to Sell More Effectively to People Who Need What You Have
How to Add $100 Million in Net New Assets Using an Advance and Protect Investment Strategy
7 Tested-in-the-Trenches Ideas to Build Your Business
How to Maintain Your Motivation
The 15 Habits of Top Achievers

Speaking Clips

Paul West, Managing Director, Peak Advisor Alliance

Paul is the Managing Director of Peak Advisor Alliance. He has a distinguished career in business development, practice management, and executive leadership. Paul is responsible for Peak Advisor Alliance’s day-to-day operating activities, including revenue/sales growth, and the development and execution of strategic initiatives and new business.

Before joining Peak Advisor Alliance, Paul spent over 14 years in the financial services industry. He was most recently a senior executive at a niche-focused RIA in the CPA market space. Paul focused on driving Business Development in Recruiting and Strategic Relationships for the firm. He spent most of his time interacting with the firm’s partner relationships to drive business development, bottom and top line growth, and synergistic profitability for all. Paul also led the design and development of the firm’s Asset Management Program, and was responsible for leading the insurance agency division at the company. He oversaw the business plans, strategies, and operations for all the divisions of the firm. This included the daily interaction in managing, operating, and building each RIA equity interest for the firm. Paul also spent more than nine years in leadership positions at a large broker/dealer, Securities America, Inc., where his responsibilities included branch development, recruiting, retention, technology, consulting, and operations. In the CPA industry, he previously worked with Capital Professional Advisors which specializes in helping CPAs provide financial services to their affluent clients, and served on its board of directors.