Business Management
The Power of a Team in Place to Provide Support, Resources and Community
Businessman Jim Rohn is quoted as saying, “You are the average of the five people you spend the most time with.” Arguably, the people you spend most of your time with are your teammates – your employees, managers, partners at your firm, vendors, strategic partners, centers of influence, coaches, mentors, study groups and accountability partners. …
Carson Group
March 2, 2022
Successfully Integrating Operations Professionals Into Your Firm
I’m a huge advocate for advisory firms taking advantage of the unique abilities of professional managers. In a previous blog, I described this as “The One Thing That Will Most Transform Your Business Now.” I still have that conviction. Having the right person in this role empowers the lead advisor to be immersed in the …
Michael Rose
March 2, 2022
Join the R/evolution at Excell 2022
Excell is returning to Las Vegas for its 37th edition in 2022, but it won’t be the same Excell you’ve seen before. The financial services industry is rapidly evolving, and we want to help you evolve with it. We want you to be a part of the R/evolution. Registration for Excell is open now, and …
Carson Group
March 1, 2022
Anders Jones: Holistic Financial Services and Achieving Client Success
In this episode, Jamie Hopkins and Ana Trujillo Limon talk to Anders Jones, CEO and co-founder of Facet Wealth. Anders and his team create high-impact plans for their clients so they enjoy better financial outcomes and, ultimately, financial freedom. As Anders puts it, financial planning — the way it should be. Anders talks with …
Jamie Hopkins
February 28, 2022
Scott Harrison: Bringing Clean Water to the World
In this episode, Jamie Hopkins talks with Scott Harrison, founder and CEO of charity: water, a nonprofit that aims to solve the global water crisis. Scott founded charity: water 16 years ago with nothing but an unshakeable mission of bringing clean and safe drinking water to people in developing countries. The nonprofit organization has …
Jamie Hopkins
February 23, 2022
Tips for Mastering Becoming an Influential Leader
Opportunities to be an effective leader exist in many roles each of us might play in everyday life – not just in business, as an owner or as someone’s supervisor. Leadership isn’t just managing people or being responsible for their actions – it’s engaging others to participate in a given purpose or shared view. It’s …
Tammy Breitenbach
February 16, 2022
Erin Wood: Personal Finance From One Generation to Another
In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood, Senior Vice President for Financial Planning at Carson Group. Erin oversees all financial advice avenues at Carson, including financial planning, trust services tax, and insurance. She is passionate about helping advisors become better and more empathetic advisors. According to Erin, making …
Jamie Hopkins
February 14, 2022
Justin Castelli: Creating Content and Building a Holistic Community for Advisors
In today’s episode, Jamie and Ana talk with Justin Castelli, Chief of Staff at Onramp Invest and co-founder of The AGC. Justin is working to bring crypto-assets and the future of investing into the present through OnRamp. Alongside this, Justin is the co-founder of The AGC, which provides clients with an environment that will …
Jamie Hopkins
February 7, 2022
A Plan for When Your Personal Battery Just Won’t Hold a Charge
In mid-December 2021, I was sitting on the couch with my husband when I turned to him and said, “I don’t know what’s wrong. All this year, I haven’t had the energy for or interest in things I normally love, like gardening and decorating for Christmas. I just want to sit here and zone out …
Sarah M. Cain
February 3, 2022
Nicole Casperson: Diving Into the World of Fintech Media
In today’s episode, Jamie and Ana talk with Nicole Casperson, Founder of WTFintech? and founding content creator for Workweek. Nicole is well-known for her journalism in the financial industry. Her expertise in fintech grew from reporting for housing, mortgages, auto finance, and fintech for various media agencies and national publications in the past. Today …
Jamie Hopkins
January 31, 2022
Daniel Crosby, Julie Ragatz, and Erin Wood: The Psychology of Making Smart Financial Decisions
This week, Ana Trujillo Limon talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, Julie Ragatz, Vice President, NextGen and Advisor Development Programs at Carson Group, and Erin Wood, Senior Vice President- Financial Planning at Carson Group. They talk about behavioral finance, how past experiences can influence financial decisions, and how they …
Jamie Hopkins
January 24, 2022
The Power of Reframing When Things Go Right – and When Things Go Wrong
When was the last time you asked to speak to a manager about an employee’s performance? Was it because the service was bad or because it was great? Likely because it was bad.
Greg Opitz
January 19, 2022