The Human Advisor

Ron Carson & Jason Wenk – 7 lessons from two visionary financial leaders

Episode Summary

There is no shortage of passion for financial planning between our two most recent guests on The Human Advisor. Join Tyrone Ross as he hosts an intimate conversation with Ron Carson and Jason Wenk about their humble beginnings and what they see in the future for the financial advisors. From mindset to hacks to what kept them from quitting, here are 7 lessons from two of the greatest visionary leaders in the financial planning industry.

Episode Notes

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This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.


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