Insights Business Management

Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts the reactions of the different generations being asked to work through lunch. Gen Z: “Uh no. I’m not working through lunch. That’s giving toxic, no work-life …

It seems that every year, more financial advisory firms are setting new standards for what clients can expect to experience when working with them. Whether you’re an individual advisor or you run a larger firm, delivering a remarkable client experience is the key to standing out, in addition to attracting great clients and retaining the …

You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make a good first impression with your onboarding process. It’s during this foundational process where you establish the tone for what your client will come to expect …

Famed Italian artist Michelangelo said, “The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” If you’re reading this, you’re likely in one of three categories: You love goal setting, and you’re constantly searching for new …

This year marked our second State of Women in Wealth Management study. While we initially wanted to do a benchmarking study to track the sentiment of women in wealth management, recruitment and barriers, this year we decided to explore more aspects of the persistent problem of the underrepresentation of women in our industry. We know …

You don’t often find great leaders who accidentally created a successful business. They are intentional about designing their vision and then making it a reality. Carson Executive Business Coach Gerry Herbison recently wrote in the Journal of Financial Planning that you wouldn’t build a house without a blueprint. That’s just asking for wasted time and …

Most of us have heard the expression “Working on the business as opposed to in the business.”  This reflects the idea that effective business leaders regularly carve out time to think about how well their business is running, where it can be improved and the degree to which its current trajectory aligns with the long-term …

How has Dr. Terrence Martin’s experience in financial planning influenced his research in financial education? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Terrance Kieron Martin Jr., Ph.D., MBA, Assistant Professor of Financial Planning at Winston-Salem State University about his shift from …

Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University, and author, Miranda Reiter, Ph.D., CFP®. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Dr. Miranda Reiter about the significance …

Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping our industry, market trends, and societal dynamics. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Kenneth Gronbach, President …

We all need our cup filled, and that takes continual attention to and investing in ourselves the way we invest in others. My colleague J.J. Peller, author of Attract Your Potential: Become the Best Version of Yourself & Achieve Your Biggest Goals Faster, said that to get to the next level in anything – including …