Ron Carson Launches New Firm to Partner With Advisors, With 3 Big Partners of Its Own

"Fees are such an issue" for advisors and their clients, Carson says, so if "you lower the costs clients pay for money management," CIA advisors would see their revenue rise even if they "give back half of their savings to clients." 

The marketing assistance will include public relations support in addition to lead generation, with CIA getting involved to the point of helping advisors with their RFPs. CIA members would have access to Carson Wealth's unbiased research—"Wall Street has fabulous research but they use it to their own benefit; bringing people to slaughter," he says, with a reference to his own upbringing on a farm—and advisors (and their clients) will be able to dial in to Carson Wealth's daily morning meetings.

There is one catch, however. CIA advisors will have to adhere to a client bill of rights that requires proof of a formal succession plan. CIA can "monetize" advisors by buying their firms if they choose, Carson says. "It's your choice. But if you're ready to sell, we'll buy your business" after a minimum of two years participation in CIA.

Carson said he thinks it would "be natural" for many of Peak Alliance's more than 1,000 members to "migrate" to CIA, and that many have already expressed interest in doing so.