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 Steve Sanduski 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 Steve can tailor their presentations to meet your specific needs.

Call us at (800) 514-9116 to learn more about hiring Ron or Steve 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 25 years of experience and more than $2.7 billion in assets under management, 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 book, Tested in the Trenches, co-authored with Steve Sanduski. Most recently, Ron co-authored with Steve, the 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

Steve Sanduski, CFP®

Steve Sanduski

Steve is the Managing Partner of Peak Advisor Alliance. Prior to his present position, he served in a senior capacity at a major broker/dealer and helped develop and launch the firm’s asset management division, which grew from $0 to $2 billion in assets under management in six years.

Following a stint as president of a successful startup broker/dealer, Steve joined Ron Carson in 2001 and helped develop and launch the company’s Coaching Program and Resource Center. As a writer, Steve co-authored with Ron two books, Avalanche and Tested in the Trenches. Avalanche became a Wall Street Journal #1 bestseller and a New York Times bestseller.

He has been speaking to audiences around the country for more than 15 years.

Topics Include:

  • Mission Accomplished: How to Create a Multi-Million Dollar Business and a Fulfilling Life
  • The 7 Deadly Sins: How to Overcome Your Biggest Business Problems and Build a More Successful Business
  • I Can See Clearly Now: Using the Blueprinting Process to Gain Personal and Professional Clarity
  • If You Build It, They Will Come: A 5-Step Plan to Building a Brand That Attracts High-Net Worth Clients
  • Change or Die: Breaking Through to Success by Embracing Change

Speaking Clip

 

Certified Financial Planner Board of Standards Inc., owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™.