Tested in the Trenches Videos – Part 1 & Part 2
As the financial advisory community continues to evolve, transparency has become even more critical. Ron Carson says wealth planning and asset management are important and explains why advisors need to consider outsourcing certain capabilities so they can really focus on clients.
To view Part 1 of the video, click HERE
To view Part 2 of this video, click HERE
Share Post:
Recent Posts
Blog
The Power of Reframing When Things Go Right – and When Things Go Wrong
When was the last time you asked to speak to a manager about an employee’s performance? Was it because the service was bad or because it was great? Likely …
jamiehopkins
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 …
jamiehopkins
Phil Loughlin: Investing in Founder-Led Businesses
The relationship between founders and investors is symbiotic. What should this relationship look like, and what are the first steps toward success? In this episode, Jamie and Ana …
jamiehopkins
Joelle Martinez: Unleashing the Economic and Social Potential of Diversity
Latinos are still underrepresented in leadership roles, despite the fact that diversity and inclusion drive real progress in businesses. As financial leaders, how do we address this issue? …
