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Ann Garcia: Helping Families Pay for College

Posted on May 16, 2022
Student loan forgiveness is a hot topic, but not a new one. Neither is the idea of free college. Many people with young kids think they don't need to …
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Podcast

Lorne Jenkins: Money Lessons Designed to Empower

By: Jamie Hopkins
What would the world be like if kids graduated high school understanding how money works and how to take control of their personal finances? It's a question Lorne Jenkins, …
Business Management

How Mentoring Led Me to Financial Services and Made a Pit Stop Permanent

By: Jessica Harrington
Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today …
Podcast

Louis Barajas: Breaking Down Barriers to Wealth Creation

By: Jamie Hopkins
Louis Barajas is on a mission to break down cultural and socioeconomic barriers to ensure the CFP industry reflects – and serves – the entire population. It's a journey he …
Podcast

Terence ‘Bud’ Crawford: Fighting for Change

By: Jamie Hopkins
Ranked one of the world's best pound-for-pound boxers, Terence "Bud" Crawford was born to fight. His father, grandfather and an uncle were all amateur boxers. The late, great boxing …
Business Management

What Type of Advisors Should Attend Excell 2022?

By: Erin Cox
Whatever you’re looking to gain from attending Excell 2022, you won’t have trouble finding it.  You can find inspiration from our lineup of keynote speakers, insight into where our …
Marketing

Position Yourself as a Trusted Voice Through Content

By: Carson Group
Mary Kate Gulick and Ana Trujillo Limon   It might be shocking to learn that one of the most recognizable names in financial services is still the late Bernie …
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