Business Management
Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions
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 …
Jamie Hopkins
June 12, 2023
The Framework for Building the Ideal Team for Your Firm
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 …
Carson Group
June 7, 2023
Valerie Rivera: The Impact of Diversity
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, …
Jamie Hopkins
June 5, 2023
Get Ready for the Sights and Sounds of Excell 2023
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 …
Carson Group
May 31, 2023
Dr. Jim LoPresti: Managing Change
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, …
Jamie Hopkins
May 29, 2023
J.J. Peller: Unleashing Your Potential
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 …
Jamie Hopkins
May 22, 2023
Take in the Music City During Your Excell Visit
Excell has a new home in 2023, and with it comes the opportunity to explore a new city. Excell falls in the middle of the week – Tuesday to Thursday – so why not stretch out your stay in Nashville and make a vacation out of it? There’s plenty to do before, during and after …
Carson Group
May 16, 2023
Tammy Breitenbach: Helping Advisors Transition Their Business
Transitioning business to the next generation can seem like an uphill battle, but reframing the transition makes stepping away and giving the next generation the room they need to grow, easier. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Executive Business Coach, …
Jamie Hopkins
May 15, 2023
Building Fruitful Career Growth Paths for Firm Leaders and Next-Gen Employees
The process for creating relevant, workable career growth paths that bear fruit and create an engaged, experienced culture of next-generation leaders need not be a daunting task to owners or future key firm players. It happens when firm owners and next-gen employees work well together, have open communication and set the expectation that growing into …
Tammy Breitenbach
May 10, 2023
Jessica Harrington: Coaching Advisors and Building Strong Teams
While remote work has been a great luxury for many, it comes with some unintended biases and challenges with team building. Fortunately, coaching programs and assessments are available to assist advisors in overcoming these obstacles. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak …
Jamie Hopkins
May 8, 2023
Barbara Kay: Rewiring The Brain With Stress Coaching
Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and personal life? It’s time to take control of your productivity and achieve your goals with ease! Luckily, we have just the expert to help you do so. In this episode, Barbara Kay, a business psychology and productivity coach, reminisces about her …
Jamie Hopkins
May 1, 2023
Aaron Schumm: Rethinking Retirement Planning
Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving and industry challenges that will make you rethink retirement planning. In this episode, Jamie Hopkins and Ana Trujillo Limón speak with Aaron Schumm about his journey from aspiring stockbroker to CEO and founder of Vestwell. They delve into why Aaron asks candidates about …
Jamie Hopkins
April 24, 2023