Business Management
Framing the Issue: Craig Lemoine on the Path to the Advice Profession
For many, the path to financial services happens by accident, often as part of a career change. This is changing thanks to an increase in financial planning undergraduate programs, which have paved the way for a more formal pathway to the profession. The timing couldn’t be better: The industry needs professionals, and students have their pick of job offers. In today’s …
Jamie Hopkins
April 4, 2022
We’re the Pipeline Problem: Part 1 – The Ugly Truth
Warning: This article might seem harsh – but I’m not one to talk about problems without a solution, so it’s part one of a series that will also include actionable solutions. Stick with me. Leaders in the wealth management industry, we have gotten ourselves into quite the pickle. It appears there are simply not enough …
Sarah M. Cain
April 4, 2022
Bill Crager: Introducing Informed Financial Choices to a Broader Population
In this episode, Jamie and Ana talk with Bill Crager, co-founder and Chief Executive Officer of Envestnet. For more than 20 years, Bill has been the mastermind behind Envestnet’s efforts to bring financial wellness to a broader audience through tech. In addition, Bill leads the expansion of the firm’s innovative financial wellness network. With his …
Jamie Hopkins
March 28, 2022
Investing in Socially and Environmentally Conscious Ideals
Sustainable and socially conscious investing is not a new concept, but it’s gained traction in recent years. And if there’s anything the last few years have taught us, it’s that our voices can be heard when they’re brought together. Our voices are powerful, as is investing in our belief systems. My co-host Ana Trujillo Limon …
Jamie Hopkins
March 25, 2022
Janet Alvarez: Understanding Debt, Personal Finance and Sincerity in Financial Journalism
In this episode, Jamie and Ana talk with Janet Alvarez, veteran financial journalist and the Deputy Business Editor at the Philadelphia Inquirer. For more than 15 years, she has served various media outlets, including Time, Reuters and CNBC, and advocated for financial literacy and democratization of personal finance. Janet talks with Jamie and Ana …
Jamie Hopkins
March 21, 2022
Edgar Villanueva: Decolonizing Wealth and Wealth Management
In this episode, Jamie and Ana talk with Edgar Villanueva, founder of the Decolonizing Wealth Project and the bestselling author of the book “Decolonizing Wealth.” Edgar is a well-known expert on social justice philanthropy, and he’s done a lot of work to elevate and accelerate the understanding of healing and reconciliation in the wealth …
Jamie Hopkins
March 18, 2022
Zach and Michael Conway: Aligning Life and Wealth In Investing
In this episode, Jamie and Ana talk with Zach and Michael Conway from Conway Wealth Group and Seeds Investor. Zach and Michael are longstanding initiators of financial planning focused on not just wealth, but also health and life. Together they launched Seeds, a product aimed at enabling truly intentional, purposeful and personalized investing. Zach …
Jamie Hopkins
March 17, 2022
Gabe Rissman: How ESG Creates Impact for Clients
In this episode, Jamie and Ana talk with Gabe Rissman, co-founder and President of YourStake. Gabe and his partner built an ESG platform for financial advisors from different high-value firms to demonstrate the impact of their investors’ portfolios. With the use of metrics and other data, Gabe and his team are able to give …
Jamie Hopkins
March 16, 2022
Not Going Back to the Old Normal: Better Manage Remote Stakeholders
It’s a seller’s market for employees right now, and they have the upper hand. But firms that offer a flexible schedule can also have an upper hand in attracting talent. Depending on which source is referenced, between 30% and 60% of workers said they would choose to leave their job for a role that allowed …
Carson Group
March 16, 2022
Jay Lipman: How to Talk About ESG With Clients
In this episode, Jamie and Ana talk with Jay Lipman, co-founder and President of Ethic. Jay uses data to help companies understand how to utilize their resources to impact not just their clients, but society as a whole. Jay talks with Jamie and Ana about how to talk about ESG with clients, and how …
Jamie Hopkins
March 15, 2022
Sarah Kjellberg: Pushing the Industry Toward a More Sustainable Future
In this episode, Jamie and Ana talk with Sarah Kjellberg, Head of Sustainable ETFs at BlackRock. Sarah leads the overall strategy for sustainable ETFs – from distribution to marketing to thought leadership. Sarah and her team develop impactful strategies with a focus on easy implementation for their industry partners. Sarah talks with Jamie and …
Jamie Hopkins
March 14, 2022
Sonya Dreizler & Liv Gagnon: Bringing Diverse Perspectives into the Spotlight
Getting other people’s perspectives is essential to nurturing and growing our society. We were not all born the same; we didn’t grow up in the same environment or have the same opportunities. To break down those barriers and create a more diverse and equitable society, we need representation from all walks of life. This …
Jamie Hopkins
March 7, 2022