Written Works

Coming Soon: The Sustainable Edge
By Scott Ford and Ron Carson

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book.

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Connecting with your Millennial Children
By Carson Institutional Alliance

Over the next 40 years, we will witness one of the largest intergenerational wealth transfers in history. It's estimated that Millennials are set to inherit nearly $41 trillion from their Baby Boomer parents. Our Wealth Advisors and Wealth Enhancement Group play a vital role in bridging the communication gap between Baby Boomers and their Millennial children when it comes to financial planning. By establishing a relationship with your future inheritors today, we're able to better prepare them for the challenges that may face down the road. Your Carson Wealth team works with your family to educate and inform through communication methods that are most impactful for each generation.

Click here to download the white paper (600KB PDF) 

Seasons of Investing
By Scott D. Ford, RFC

For wealth advisors, employing a sell discipline is based on constantly monitoring each investment and each client portfolio for any changes that could affect current prospects and future earnings. Sometimes investments have reached a point of maximum, or near-maximum, growth. Other times changes in the economy as a whole dramatically impact the outlook for certain investments. A wealth advisor’s goal is to not only select the right securities and investments to buy but also to select the right time to sell. In a larger sense, the goal is to accept small losses in order to avoid large losses.

The goal is not only to grow a client’s wealth but also to preserve that wealth.

Click here to download the white paper (1.45MB PDF) 

Financial Jiu-Jitsu
By: Scott Ford

In Financial Jiu-Jitsu, Scott Ford shows you how to overcome your emotions and state of mind to excel at your investing endeavors. Along the way, Ford teaches you fundamental skills such as automating your savings and investments, the importance of paying yourself first, and managing credit wisely.

• Compares the patience and practice of the martial arts, specifically Jiu-Jitsu, to investing
• Offers an approach to adapting to financial change as you move through life, while maintaining the same guiding principles
• Author Scott Ford is ranked in the top one percent of all financial advisors

The guiding principles in this book are the foundation of your financial fight plan and the keys to reaching your financial dreams. No matter what punches the market or the economy throws at you, if you follow these principles you'll always react well in the face of adversity.

To order your copy of Financial Jiu-Jitsu, click here.

The Widows Wealth Map

Focused on educating and empowering widows in the area of personal finance based on The Widows Wealth Map method and The Six Pillars of Life program.

To order your copy of The Widows Wealth Map, click here.

Avalanche

Ron Carson is the co-author of Avalanche: The 9 Principles for Uncovering True Wealth. This book inspires its readers to discover True Wealth by going through Ron's BluePrinting process to help advisors understand their life goals and objectives. The purpose of this book is to illustrate the idea that money can't buy happiness and to redefine success by discovering True Wealth - all that money can't buy and death can't take away.

To order your copy of Avalanche, click here.

Tested in the Trenches

In Tested in the Trenches Ron explains how securities representatives, insurance professionals, investment advisors and CPA’s can build and sustain a million-dollar financial services practice while creating great lives along the way. As a leader in the advisory community, Ron shares his success story in order to help other advisors serve their clients.

If you have the sincere desire to make significant improvements in your financial services business - and your life - clear your schedule, read Tested in the Trenches, then go back and implement each idea in the order it is presented. By doing so you’ll be prepared to join the rarefied group of personally fulfilled and professionally successful top achievers.

To order your copy of Tested in the Trenches, click here.

Get Wise to Your Advisor
By: Steve Lockshin

The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify.

This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.

To order your copy of Get Wise to Your Advisor, click here.