Business Management
Diana G. Yáñez: Building Good Money Habits in Community
What would it look like if financial advisors adopted a group approach to coaching? It’s a question Certified Financial Planner and newly minted entrepreneur Diana G. Yáñez is exploring with her new business, All the Colors. She is building on a well-proven premise: The fastest way to build a new habit is to join a …
Jamie Hopkins
May 23, 2022
Ann Garcia: Helping Families Pay for College
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 bother saving for college because it will be free by the time their kids go. That’s probably a mistake, says Ann Garcia, Partner with Independent Progressive …
Jamie Hopkins
May 16, 2022
Lorne Jenkins: Money Lessons Designed to Empower
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, CEO and founder of Mini Money Management, is trying to answer with his microlearning financial literacy lessons and workshops for students. Lorne’s path to entrepreneurship and …
Jamie Hopkins
May 9, 2022
Louis Barajas: Breaking Down Barriers to Wealth Creation
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 started 30 years ago. As one of the country’s first Latino Certified Financial Planners, he chose to start his firm, Business Management LAB, in the East L.A. …
Jamie Hopkins
May 2, 2022
Terence ‘Bud’ Crawford: Fighting for Change
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 coach Midge Minor saw 7-year-old Terence getting into fights in the neighborhood and took him under his wing and into the gym. That’s where Terence learned …
Jamie Hopkins
April 25, 2022
What Type of Advisors Should Attend Excell 2022?
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 industry is headed, actionable takeaways and deep dives from our breakout sessions and plenty of networking opportunities with our 1,500-plus attendees. Considering all the industry conferences …
Carson Group
April 22, 2022
Q&A with Burt White
New Managing Director and Chief Strategy Officer at Carson Group Tune into our on-demand webinar to hear from Carson Group’s Managing Director, Chief Strategy Officer, Burt White. During this event, Burt will share what drew him to Carson and why he’s more excited than ever about the future of independent financial advisors. Burt is highly …
Carson Group
April 20, 2022
Burt White: The New Currency is Human
Carson Group is redefining how the financial advice industry thinks and talks about wealth. Helping to shape this evolution is new joiner Burt White, a longtime advocate for independent advisors with years of experience in the financial services space. “As an organization, as a profession, we have an opportunity to try to get behind the …
Jamie Hopkins
April 18, 2022
Bonnie Treichel: How to Enter the 401(k) Space
The House of Representatives just passed the Securing a Strong Retirement Act, or SECURE Act 2.0. If it gains Senate approval, this new law would make it easier and more cost-effective for small employers to set up retirement plans. Wealth advisors have an opportunity to drive that discussion and expand into the qualified retirement plan …
Jamie Hopkins
April 11, 2022
We’re the Pipeline Problem: Part 4 – How to Hire and Train New Talent
This, friends, is where I actually started my blog post series before it expanded to a full week. This is where the rubber meets the road. Today, we’re going to chat about hiring, compensating, training and developing new talent in our industry. As a reminder, when I’m talking about “new talent,” I’m referring to recent …
Sarah M. Cain
April 7, 2022
We’re the Pipeline Problem: Part 3 – Where to Find New Talent
In part one of this series, I made the case that WE – as current leaders in the financial services industry – are the root cause of our “pipeline problem.” In part two of the series, I outlined the groundwork that we all need to lay, as individuals and leaders within our firms, to start …
Sarah M. Cain
April 6, 2022
We’re the Pipeline Problem: Part 2 – Expanding Networks and Perspectives
In my first blog post in this series, I was a pretty tough coach. My stance is that those of us in leadership positions in the wealth management industry are squarely to blame for what we like to call the “pipeline problem.” But I’m a problem solver, and so are you, and together we’re going …
Sarah M. Cain
April 5, 2022