Insights Business Management

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 …

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 & …

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 …

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, …

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 …

What’s new in the mergers and acquisitions space? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, speaks with Gregg Johnson, National Sales Director, and Michael Belluomini, Vice President, Mergers and Acquisitions. Together, they explore the intricate world of mergers and acquisitions, sharing profound insights into the unmatched advantages of partnering with …

Your team is the most important thing when it comes to delivering a solid client experience. You can have the best tech in the world, but when it comes to providing the ideal client experience, you’ll need to rely on your team to do that. You’re likely not starting your team from scratch. But you …

Diversity plays a crucial role in shaping the success of firms and advisors. It’s through diversity that meaningful connections with clients and prospects can be established. Without it, establishing such connections becomes challenging. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Valerie Rivera, CFP®, Founder and Financial Planner, FirstGen Wealth, …

After three days of insights and networking at Excell 2023, you should head home feeling motivated, inspired, challenged and ready to make an impact. But the Excell experience is about so much more than the presentations on the mainstage or the informative breakout sessions. It’s also about the sensory experience – the sights and sounds …

Managing change is a balancing act between creating new neural pathways and improving emotional intelligence to be aware of how you respond to change. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, talk about change management with the president of CohereUs Consulting, Jim LoPresti, …

At certain junctures in our personal or professional lives, it’s common to experience a sense of being stuck. For most people, the reason they feel stuck is because they don’t see the next step forward. In this episode, Ana Trujillo Limón, Director, Coaching, and Advisor Content, speaks with J.J. Peller, Author, Speaker, and Executive Business …