Business Management
Christine Benz: Breaking Down Retirement Income Planning Strategies
What philosophy guides your clients’ retirement income planning? In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Christine Benz, Morningstar’s Director of Personal Finance, explains the key strategies in retirement income planning and how advisors can educate their clients about the different approaches. A highly respected expert in the retirement income space, Christine …
Jamie Hopkins
June 24, 2022
Dr. Wade Pfau: Retirement Planning in a Changing World
In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Dr. Wade Pfau dives into the 4% rule and other retirement planning strategies. Wade is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement plan. He is also the RICP®️ Program Director …
Jamie Hopkins
June 23, 2022
3 Elements to Building the Right Team
For many years, I worked with Jamie Hopkins, Managing Partner, Wealth Solutions, here at Carson Group, at the American College of Financial Services. He then recruited me to work with him again here. He also recruited two other former colleagues. Hopkins is masterful at keeping an eye out for people who have the skill set …
Carson Group
June 22, 2022
Bonnie Treichel: Saving and Spending in Retirement
In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Bonnie Treichel talks about what she does to help people be empowered with the financial knowledge to save. Bonnie is the founder and Chief Solutions Officer of Endeavor Retirement, where she counsels retirement plan advisors on governance and how to run compliant retirement plans. …
Jamie Hopkins
June 22, 2022
Michael Finke: Learning How to Spend in Retirement
Welcome to Carson Group’s and PIMCO‘s Retirement Income Series. In today’s episode, retirement expert and The American College of Financial Services Wealth Management Professor Michael Finke shares an economist’s perspective on retirement income planning. In addition to his role in the classroom, Michael also serves as Director for the Granum Center for Financial Security and …
Jamie Hopkins
June 21, 2022
Dana Anspach: Creating Reliable Cash Flow in Retirement
To help financial advisors address current market volatility and assist clients to enjoy the retirement they want, Carson Group partnered with investment management firm PIMCO to produce this Retirement Income Series. We tapped Dana Anspach, founder and CEO of Sensible Money, to kick off the series by sharing her significant insights and expertise. Recognized as …
Jamie Hopkins
June 20, 2022
Framing the Issue: Greg Opitz on Embracing Purpose to Build Trust
How do you differentiate yourself as a financial advisor? For Carson Coaching‘s Greg Opitz, it comes down to understanding and communicating your greater purpose: to help people. By embracing purpose, advisors can differentiate their planning process and build their brand. This will build excitement and engagement among team members and confidence among clients. Greg has …
Jamie Hopkins
June 13, 2022
4 Steps to Prepare for Smart Growth
With many years spent coaching financial advisors comes plenty of conversations around growth. In fact, most of the time, “growth” is the primary focus of any coach/advisor engagement, as it should be. It’s what gets advisors excited and keeps coaches challenged. In these conversations earlier in my coaching role, I often concentrated solely on strategies …
Scott Wood
June 8, 2022
What Makes a Great Advisor Event?
Events are a fantastic way to share your expertise and grow your client base, yet during the pandemic, they underwent drastic changes as everything moved to the virtual environment. Now as we begin to emerge from COVID isolation and feel more comfortable interacting in groups, meetings are back on the schedule. In this episode, Jamie …
Jamie Hopkins
June 7, 2022
Partnership Sneak Peek: Navigating Clients Through Market Volatility
Burt White Whenever market volatility strikes – as it always does – it seems to suck up all the air in the room. Clients are uneasy. They’re eyeing the news and their portfolios. They’re dialing your office or shooting off an email. “What does this mean? Should I be concerned?” What if you could …
Carson Group
June 1, 2022
Saundra D. Davis: Bridging the Advice Gap
Whether we realize it or not, our lived experience is the biggest driver for how we manage money. Saundra D. Davis, financial coach, educator and motivational speaker, founded nonprofit Sage Financial Solutions to bridge the gap between financial services and low-wealth communities and help people understand the “why” behind their financial decisions. Saundra’s own lived …
Jamie Hopkins
May 31, 2022
Turn Your Excell Visit into a Vacation
Excell 2022 falls right in the middle of the week – Tuesday to Thursday – so why not take advantage of the fact that you’ll be in Las Vegas and make a vacation of it? There’s plenty to do before, during and after Excell, whether you’re with your spouse, your family, your team or on …
Carson Group
May 25, 2022