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Ron Carson openly poaches LPL advisors, seducing them with new tech

21:47 08 February in In the News by rafferty

February 8, 2018 By Ann Marsh, Tobias Salinger, Financial Planning In a risky recruiting strategy that could invite lawsuits, advisor Ron Carson is openly trying to lure advisors away from LPL Financial, the largest U.S. independent broker-dealer. His sales pitch includes a nationwide speaking tour, in which he tempts advisors with a new, streamlined technology platform. For more than 20 years, Carson had been LPL's top producer, but he left in early 2017 to join another large IBD, Cetera Financial Group. Now, he has crafted a personal appeal to entice other LPL planners to follow suit. He started delivering the message at the first of 13 day-long advisor workshops planned to take place around the country. "I can't tell you how great it is to talk to you, fellow LPL-ers. I've missed you," Carson says in...