Laurie Stack, Host of the Talent Stack podcast, speaks with Omani Carson, Founder and Chairman of Carson Group, about how his approach to leadership changed as the advisory firm grew. Carson recalls overseeing details as small as the type size on meeting name tags. He describes learning to trust his own judgment and giving colleagues more room to make decisions.
Carson explains how his ambition to build a 100-year firm shapes decisions that may take a decade to pay off. He believes that approach helps attract advisors who share the firm’s priorities. Beyond the advisory business, he discusses bringing leaders together through Omya to invest in companies tackling social and environmental problems.
The conversation turns to technology as Carson describes how earlier investments in owning and organizing the firm’s data helped it put AI to work on routine tasks. He expects personal relationships and in-person communities to become more valuable as AI use expands.
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