Carson’s Home Equity 5-Part Series with Guest Craig Lemoine, CFP®, Ph.D., MRFC

We’re finishing our Home Equity 5-part series with one of the most important conversations – multigenerational conversations about home equity. They are crucial for retirement planning, so let’s talk about them. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, …

Carson’s Home Equity 5-Part Series with Guests Steve Resch & Craig Lemoine, CFP®, Ph.D., MRFC

How can financial advisors leverage home equity and reverse mortgages in financial planning? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Steve Resch, Vice President of Retirement Strategies at Finance of …

Carson’s Home Equity 5-Part Series with Guests Barry Sacks, J.D., Ph.D., & Craig Lemoine, CFP®, Ph.D., MRFC

Reverse mortgages can be a tremendous help, so why are we still seeing resistance from financial advisors? It’s time to spread the word and get the education out there. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., …

Carson’s Home Equity 5-Part Series with Guests Wade Pfau, Ph.D., CFA, RICP® & Craig Lemoine, CFP®, Ph.D., MRFC

How can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the potential of home equity with reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, …

Carson’s Home Equity 5-Part Series with Guests Shelley Giordano & Craig Lemoine, CFP®, Ph.D., MRFC

Welcome to the first of a 5-part series on Framework to provide some color around home equity and retirement income planning. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Shelley Giordano, …

7 Key Findings from the 2023 State of Women in Wealth Management Report

This year marked our second State of Women in Wealth Management study. While we initially wanted to do a benchmarking study to track the sentiment of women in wealth management, recruitment and barriers, this year we decided to explore more aspects of the persistent problem of the underrepresentation of women in our industry. We know …

Jimmy Yeary: The Impact of Authenticity and Vulnerability in Storytelling, Music, and Beyond

Storytelling is the all powerful tool for communication, persuasion, and inspiration. It is a tried and true way of expressing our authentic selves and connecting with others on a deeper level. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Jimmy Yeary, Presenter, …

Anousheh Ansari: Hope, Curiosity & Taking Moonshots

What do you think the future will look like? Embark on a cosmic journey with us where hope, curiosity, and daring moonshots shape a future of collaboration and exploration. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Anousheh Ansari, Astronaut, Tech Entrepreneur, …

Dr. Sahar Yousef and Lucas Miller: How To Be Superhuman

How can we become superhuman and optimize our productivity? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Dr. Sahar Yousef, Cognitive Neuroscientist and Faculty at UC Berkeley, and Lucas Miller, MBA Faculty, Author, and Productivity Researcher at UC Berkeley about their journey …

Don’t Wing It: Be Intentional About Your Success Through Blueprinting

You don’t often find great leaders who accidentally created a successful business. They are intentional about designing their vision and then making it a reality. Carson Executive Business Coach Gerry Herbison recently wrote in the Journal of Financial Planning that you wouldn’t build a house without a blueprint. That’s just asking for wasted time and …

Sam Ushio: Finding Your Ikigai

What is the true meaning of ikigai and how can it enhance your life? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Sam Ushio, Founder and Chief Ikigai Officer at Connect3x, about the Japanese concept of ikigai, or “reason for being”, and …

100 Tasks Every Advisor Should Delegate

100 Tasks Every Advisor Should Delegate

Find out what tasks you can hand off to free up your time and empower your team. Download Now

Get in Touch

In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us