Business Management
Kate Healy: Creating a More Diverse and Equitable Industry
In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy, former Managing Director of Generation Next at TD Ameritrade Institutional. Kate spearheaded diversity and inclusion (D&I) campaigns at TD to create a welcoming workplace for the next generation of advisors and their clients. She was also named “Woman of the Year” …
Jamie Hopkins
January 18, 2022
Phil Loughlin: Investing in Founder-Led Businesses
The relationship between founders and investors is symbiotic. What should this relationship look like, and what are the first steps toward success? In this episode, Jamie and Ana talk with Phil Loughlin, Managing Director at Bain Capital Private Equity, one of the largest private equity firms in the world. Phil has spent 25 years …
Jamie Hopkins
January 10, 2022
Key Performance Indicators: Giving You More Control Over Revenue, Profitability and Resources
Often there is a difference between what advisors believe about their firm and what the numbers say. Even as performance driven as our industry is, advisors can be reluctant to open the cover and turn the pages of the book that describes their operating results. But these numbers, these performance measurements, are simply feedback. They …
Michael Rose
January 27, 2021
How to Get New Clients Now: The Prospecting Two-Step for Financial Advisors
Our good friend Captain Obvious tells us that attracting new clients is never a walk in the park. The current environment offers even more challenges and new wrinkles in this all-important activity. How can you be an effective business generator when the normal methods of connecting with clients and prospects are off the table? Well, …
Michael Rose
July 15, 2020