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Jamie Hopkins Expands Roles at Carson as New Managing Director of Carson Coaching

Posted on February 13, 2020
We are excited to announce Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, as Managing Director of Carson Coaching – our nationally-recognized, esteemed advisor coaching program. Hopkins has served…
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Client View, Adding Non-linked Accounts and More: Updates in January 2020

By: Carson Group

You want a better experience using Client View, so you can easily see what clients are seeing to better serve them. You also want to be able to manually add non-linked accounts to your clients’ dashboards, and bring in outside accounts without having to contact the service team.

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