Business Management
Mac Gardner: Financial Education, Networking & Fundraising
How important are networking and fundraising skills in the financial services industry? Today’s guest, Mac Gardner, CFP®, started Mu Nu Upsilon with those skills as his guiding principles. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Mac Gardner, Founder and CEO …
Jamie Hopkins
August 14, 2023
Why Financial Advisors Must Build Brand with Video Content in 2023 (and Beyond!)
People will retain 95% of a message they saw on a video, versus only 10% of a message they read, reports SproutSocial, a social media management tool. And 54% of marketers say that video is the most valuable content type for achieving their goals. And despite the fact that 88% of consumers have been persuaded …
Carson Group
August 9, 2023
Julie Ragatz & Kellan Brown: Growing Through Mentorship
Who was your mentor who got you to where you are today? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs, and Kellan Brown, Chief Growth Officer at Income Lab, about the importance of mentorship in the financial services industry. The …
Jamie Hopkins
August 7, 2023
John Parsons, Abbey Henderson & Ty Bongiovanni: Giving Back To The Community
How has your firm given back to your community? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, engage in discussions with three exceptional individuals who have made a significant impact in their communities. Joining the conversation are John Parsons, Managing Partner and Wealth Advisor, …
Jamie Hopkins
July 31, 2023
Brent Petty: Thriving in Retirement Planning
As financial advisors, it’s important to think about the impact you have not just financially and on your stakeholders, but on the community as a whole. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Brent Petty, President of Advisory Services at Northwest Capital Management, about how to build the framework of …
Jamie Hopkins
July 24, 2023
Austin Hatch: Overcoming Adversity
How can adversity lead to success? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Odaro Aisueni, Wealth Planning Administrator, speak with Austin Hatch, Inspirational Speaker at Overcome It, LLC, about his incredible story of survival and resilience. Through his experiences, Austin highlights the importance of setting goals, being a great teammate, and …
Jamie Hopkins
July 17, 2023
Will Morales and Ron Carson: Health, Happiness & Resilience
What money, health, happiness, and resiliency have in common is that we can’t do it alone. We need to have each other to keep going. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Will Morales, Body Engineer, and Ron Carson, CEO and Founder of Carson Group, at Partner Summit about the …
Jamie Hopkins
July 10, 2023
A 3-Step Model to Plan for Business Development Success
One of the reasons I love the work I do is variety. I can talk with advisors all week and never hit the same topic twice. Interests and needs vary based on what’s going on in their business: challenges with team members, creating a client engagement model that inspires referrals, fine-tuning the succession plan or …
Michael Rose
July 5, 2023
Mike Erwin: Leadership, Solitude & Human Skills
Are you struggling to find your footing as a leader? Do you find yourself constantly surrounded by noise and distractions? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Mike Erwin, a 13-year army veteran and Executive Director at Team Red, White & …
Jamie Hopkins
July 3, 2023
Alana Macy and Amy Noel: Building a Successful Firm
Have you ever thought about starting a family business? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Alana Macy, CFP®, MBA, Wealth Advisor at Bloom Wealth Advisors, and Amy Noel, MBA, CFP®, Founder, Wealth Advisor at Bloom Wealth Advisors about their experience …
Jamie Hopkins
June 26, 2023
Anna N’Jie-Konte and Keith Beverly: Merging Firms and Closing the Racial Wealth Gap
If one person can break the cycle of poverty and dysfunctional money management in their own family, then others can too. That ripple effect is what drove Anna N’Jie-Konte and Keith Beverly to merge Dare to Dream Planning with GRID 202 to create a larger impact on the financial space. In this episode, Jamie Hopkins, …
Jamie Hopkins
June 19, 2023
9 Reasons Excell 2023 is a Can’t-Miss Conference
There are countless reasons for you and your team to attend Excell 2023 – from the inspiring speakers to the networking opportunities to the Nashville setting. Whatever you’re looking to get out of Excell, you’ll find it September 12-14. But if you’re still on the fence about joining in all the fun at this year’s …
Carson Group
June 13, 2023