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, Parsons Wealth, Abbey Henderson, CEO, Wealth Advisor & Coach, Abaris Financial Group, and Ty Bongiovanni, Senior Vice President, Wealth Advisor at Nesso Wealth. Each of them shares their inspiring stories in three separate interviews, highlighting their remarkable contributions to the community.

John, Abbey, and Ty discuss: 

  • John’s heartfelt approach to instilling kindness while teaching high school students
  • How John establishes meaningful connections with the high school seniors during his financial education sessions
  • Why the type of impact work John does is important to him and how it’s making a positive impact at his firm
  • The significance of the impactful work John carries out and its positive effects on his firm
  • Abbey’s considerations when selecting charitable organizations and nonprofits to collaborate with
  • Abbey’s valuable advice to firms considering the certified B Corp route
  • Ty’s lesson about how we can still control our reactions even when we can’t control everything that happens to us
  • The remarkable impact of Nesso Group’s growth on their team and stakeholders, enabling them to extend their assistance to more individuals in need
  • A heartfelt reflection on what finding freedom means to them personally
  • And more


Connect with Jamie Hopkins and Ana Trujillo Limón: 

Connect with John Parsons:

Connect with Abbey Henderson:

Connect with Ty Bongiovanni:


Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Five Takeaways From the Fed Meeting

By: Sonu Varghese
The Federal Reserve (Fed) chose to pause on interest rate hikes at their September meeting, leaving the federal funds rates unchanged at 5.25-5.50%. This was not unexpected, but the …

Excell is a Wrap

By: Ryan Detrick
What a week last week was! Carson Group hosted Excell, our largest event of the year, in the awesome town of Nashville. If you were there, then you know …

10 Reasons the Economy Has Been Resilient Despite an Aggressive Fed

By: Barry Gilbert
The Fed’s policy arm, the Federal Open Market Committee (FOMC), meets on Tuesday and Wednesday and is widely expected to keep the fed funds target range unchanged at 5.25 …

Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning

By: Jamie Hopkins
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 …
1 2 3 202