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 …
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 …
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 …
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 …
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 …
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.
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” …
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 …
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 …
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, …