Up Close with Ryan Detrick

Up Close with Ryan Detrick, Episode #110

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Ryan Detrick is Carson Group’s Chief Market Strategist. He is responsible for advancing Carson’s Investment Research team, delivering market insights, and expanding the firm’s investment platform. Beyond this, he provides research and guidance that drives growth for the more than 130 Carson partners who collectively manage $20 billion in assets.

As a Carson partner firm, Mitlin Financial and myself are happy to have him aboard. His strong relationships and expertise help enhance Carson’s industry-leading investment management offering and further the firm’s mission of being the most trusted for financial advice.

Ryan has spent more than 20 years working in the financial markets. Early in his career, he spent more than a decade at Schaeffer’s Investment Research. Ryan regularly shares his insights on national broadcast outlets such as Yahoo! Finance, CNBC, FOX Business, and Bloomberg TV and radio.

Listen in for some great takeaways about the work taking place at Carson Group and what Ryan brings to the firm, the families we serve, and the profession as a whole. HINT: It’s a whole lot of fun.

You will want to hear this episode if you are interested in…

  • Learn more about Ryan Detrick and his role at Carson Group [3:08]
  • Why Ryan is passionate about the work being done at Carson Group [5:00]
  • Why Ryan is drawn to the Registered Investment Advisor (RIA) model [9:30]
  • Why Ryan thinks it’s important to make commentary for investors fun [12:34]
  • Why your source of information and advice is important to consider [19:13]
  • How Ryan believes wealth management will shift over the next few years [21:25]
  • How FinTech is going to help advisors serve the families they work with [25:46]
  • Ryan’s advice for young financial advisors getting started in their careers [29:45]
  • Why Ryan believes it’s important to be active on social media in his role [35:14]
  • What Ryan did that brought him joy and put him in the right mindset for success [38:52]

Why Ryan is passionate about the work being done at Carson Group

Ryan wanted to work closely with advisors and their clients, create content, and revolutionize the industry. Ryan has been at Carson Group for a month and feels privileged to be there and make an impact. He wants to create content that tells stories to help people understand what’s really happening with their money. Ryan is excited about working with high-caliber people and building the best investment research firm in the industry.

Ryan believes the RIA space is a fit for him because he likes to help people. He wants to wake up every day, believe in what he’s doing, help advisors, and create cool content. Being at Carson Group allows him to get back to what makes him happy.

Why Ryan thinks it’s important to make commentary for investors fun

Ryan strives to make market commentary fun and engaging. Market commentaries usually cover what’s happened. But Ryan wants to create forward-looking commentary, i.e., “This just happened—what could it mean?” It’s fun to forecast and share why it matters. What does it mean to your investments? To the economy? 

Ryan likes to have fun. He’s not a boring strategist. It’s about telling a story to help people understand what’s happening—so they aren’t bored out of their minds. You can frame things in a way that’s easy to understand and light-hearted whenever possible. Keeping things fun not only builds trust and helps you connect on a personal level, but it makes it more memorable.

How Ryan believes wealth management will shift over the next few years

Ryan believes that the industry is consolidating. That’s why you want to be on a good team. Firms are growing and acquiring other firms every day. What you say is out in the world and can’t be hidden. Barriers are being continually broken.

It allows you to weed out the frauds and follow the people that are continually trying to give the best information, guidance, and knowledge that they can. So when things are rough, they know who is there for them.

Why Ryan believes it’s important to be active on social media

Ryan is one of the few Chief Marketing Strategists that is active on social media. He thinks it’s fun to create interesting content. He takes complex matters and simplifies them. Every day there’s some scary headline. But maybe it isn’t as scary as it sounds. So Ryan shares what’s going on and whether or not it matters to the industry.

He shares that it’s a blast to take data and share a unique and refreshing look at what’s happened and what it could mean. He strives to look at history to show where we’ve been while also building a path ahead for the future. Hear more of his story—and learn about the impact he’s making—in this episode of Mitlin Money Mindset™.

Resources & People Mentioned

Connect with Ryan Detrick

Bio

Ryan Detrick serves as Carson’s Chief Market Strategist. In his role, he is responsible for advancing Carson’s Investment Research team, delivering market insights and expanding the firm’s investment platform. Beyond this, he provides research and guidance that drives growth for the more than 130 Carson partners who collectively manage $20 billion in assets.

Prior to Carson, Ryan spent six years at LPL Financial, most recently serving as their Chief Market Strategist. At LPL, he was responsible for managing more than $70 billion in AUM, along with research and writing for advisors. He also led the LPL Market Signals podcast, their YouTube channel, and their research blog.

Originally from Springfield, Ohio, Ryan has spent more than 20 years working in the financial markets. Early in his career, he spent more than a decade at Schaeffer’s Investment Research. He has a Chartered Market Technician (CMT) designation, a bachelor’s in finance from Xavier University, and an MBA from Miami University. Ryan regularly shares his insights on national broadcast outlets such as Yahoo! Finance, CNBC, FOX Business and Bloomberg TV and radio.

His strong relationships and expertise help enhance Carson’s industry-leading investment management offering and further the firm’s mission of being the most trusted in financial advice. Ryan, a lifelong Cincinnati Bengals fan, resides in Ohio with his family. In his free time, he can be found coaching his two boys in various sports. He enjoys traveling to new places and eating at any – and all – restaurants.

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest’s content linked on this site.

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