Business Management
Start Strong and Dream Bigger: Your Framework for Goal Setting for 2024
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 …
Carson Group
December 12, 2023
7 Key Findings from the 2023 State of Women in Wealth Management Report
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 …
Ana Trujillo Limon
November 28, 2023
Don’t Wing It: Be Intentional About Your Success Through Blueprinting
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 …
Carson Group
November 8, 2023
Aligning Trajectory and Long-Term Vision: A Stepwise Approach to Transition from Advisor to CEO
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 …
Michael Rose
October 3, 2023
Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity
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 …
Jamie Hopkins
September 25, 2023
Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning
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 …
Jamie Hopkins
September 18, 2023
Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration
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 …
Jamie Hopkins
September 12, 2023
Fill Your Own Cup: Use Personal Development to Be a Better Professional
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 …
Tammy Breitenbach
September 6, 2023
Vanessa N. Martinez: Empowering Latinos In Finance Through Community
Building a sense of community within the financial services industry fosters an environment where advisors can embrace and learn from the unique perspectives and experiences of one another. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Vanessa N. Martinez, CEO and Co-Founder of Em-Powered Network, and Co-Founder of SER Latino …
Jamie Hopkins
September 4, 2023
Three Paths to Growth
Growth-minded firms understand that there is more than one path to success. Watch our on-demand webinar today for valuable insights on how to drive more business for your firm. You’ll learn how to: 1. Increase your prospecting reach with organic marketing tactics 2. Grow your firm through mergers and acquisitions 3. Future-proof your firm by …
Carson Group
September 1, 2023
Martin Seay, Ph.D., CFP®: Connecting Students with the Financial Planning Industry
The world of financial planning has changed significantly, attracting a new generation of people who are beginning their journey along these paths. As this profession evolves, the coming together of academia and industry becomes more critical than ever. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and …
Jamie Hopkins
August 28, 2023
Chloé A. Moore: Empowering The Next Generation
Are unpaid internships holding back the next generation? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Chloé A. Moore, CFP®, a Financial Planner for Tech Professionals, the founder of Financial Staples, and co-founder of the BLX Internship Program. Together they talk about unpaid …
Jamie Hopkins
August 21, 2023