We are excited to announce Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, as Managing Director of Carson Coaching – our nationally-recognized, esteemed advisor coaching program. Hopkins has served as Director of Retirement Research at Carson since January 2019.

Hopkins is a nationally recognized writer, educator and researcher, whose work has been published in financial and legal journals and national publications such as Forbes, InvestmentNews and MarketWatch.

A lifelong athlete and learner, Hopkins knows firsthand how crucial a coach is to growth and strategy.

The financial services industry, as it evolves with new business models and technology, is ripe with remarkable opportunity but it’s not without its challenges, Carson Group President Aaron Schaben said. That’s where Jamie, and Carson Coaching, comes in.

“A trusted business coach is invaluable – they can come along beside you and provide the advice, support and fresh ideas to help guide your business forward and make strategic decisions about the future of your firm,” Schaben said. “Jamie will be a visionary leader for our longstanding coaching program, and just what advisors need in this new decade.”

Founded in 1993, Carson Group Coaching works with over 1,200 coaching members and boasts 5,000 graduates. It’s designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and accountability that drive proven results.

Hopkins said, “Carson Coaching has the best coaches I have seen in the business. Our knowledge and proven processes help our advisors scale and grow their business so that the advisor can run the business, instead of having it run them.”

In addition to Hopkins’ expanded leadership at Carson, we’d like to welcome two coaches to an already impressive roster:

Dr. Craig W. Lemoine, CFP®, MRFC®, has worked and taught in wealth and risk management for over 20 years. He was critical in developing a number of advanced financial planning designations and currently directs the financial planning program at the University of Illinois. Dr. Lemoine helps advisors build practices around advanced higher education planning and helps practices distinguish themselves by refining their wealth and risk management processes.

Preston D. Cherry, MS, CFP®, has an extensive background in the financial services industry and is completing his doctorate at Texas Tech University. Cherry will help advisors build holistic planning practices and focus on high-income earners but low-asset clients through scalable, fee-only processes.

“Carson Coaching has a storied history of helping advisors grow their practices, which in turn helps clients achieve their goals,” Cherry said. “I am honored to be a Carson Coach and will leverage my career and firm ownership experiences to help advisors navigate their unique roadmap to success.”

The Carson Coaching program now includes over 10 coaches with a combined 150 years of experience guiding advisors in matters of business and growth.

Interested in working with a coach? Learn more about Carson Coaching here.

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