Insights Business Management

 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 …

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 …

 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 …

 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 …

 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 …

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. …

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 …

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 …

 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 …

 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 …

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 …