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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

Author Brooke Southall December 13, 2013 at 3:35 AM
1 Comment
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Ron Carson: It's beautiful.

Eric Clarke

|

Ron Carson


Peter Giza

Peter Giza

December 13, 2013 — 7:10 PM

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


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April 26, 2024 at 2:50 AM

April 10, 2024 at 2:54 AM

A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction

Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change

May 22, 2023 at 5:13 PM

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

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Mentioned in this article:

Carson Group
Consulting Firm
Top Executive: Ron Carson



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