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Erin Wood: Personal Finance From One Generation to Another
In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood, Senior Vice President for Financial Planning at Carson Group. Erin oversees all financial advice avenues at…
Justin Castelli: Creating Content and Building a Holistic Community for Advisors
In today’s episode, Jamie and Ana talk with Justin Castelli, Chief of Staff at Onramp Invest and co-founder of The AGC. Justin is working to bring crypto-assets and the…
Nicole Casperson: Diving Into the World of Fintech Media
In today’s episode, Jamie and Ana talk with Nicole Casperson, Founder of WTFintech? and founding content creator for Workweek. Nicole is well-known for her journalism in the financial industry.…
Daniel Crosby, Julie Ragatz, and Erin Wood: The Psychology of Making Smart Financial Decisions
This week, Ana Trujillo Limon talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, Julie Ragatz, Vice President, NextGen and Advisor Development Programs at Carson Group, and…
Kate Healy: Creating a More Diverse and Equitable Industry
In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy, former Managing Director of Generation Next at TD Ameritrade Institutional. Kate spearheaded diversity and inclusion (D&I)…