Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...
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Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...
Evolution, Leadership, and Legacy with Omani Carson
The Advisor Journey
51 minutes
7 months ago
Evolution, Leadership, and Legacy with Omani Carson
What does it take to transform from a hard-charging entrepreneur to a visionary leader driven by love and abundance? In this episode, The Advisor Journey welcomes Omani (formerly Ron) Carson to discuss his evolution as a business leader and person. From his early days of relentless hustle to building Carson Group into an industry powerhouse, Omani shares the key lessons that shaped his journey. This conversation is packed with insights for financial advisors, entrepreneurs, and anyone seeking...
The Advisor Journey
Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...
