Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning
Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University,…
Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration
Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping…
Vanessa N. Martinez: Empowering Latinos In Finance Through Community
Building a sense of community within the financial services industry fosters an environment where advisors can embrace and learn from the unique perspectives and…
Martin Seay, Ph.D., CFP®: Connecting Students with the Financial Planning Industry
The world of financial planning has changed significantly, attracting a new generation of people who are beginning their journey along these paths. As this profession…
Chloé A. Moore: Empowering The Next Generation
Are unpaid internships holding back the next generation? In this episode, Jamie Hopkins and Ana Trujillo Limón speak with Chloé A. Moore, CFP®, a Financial Planner…
Mac Gardner: Financial Education, Networking & Fundraising
How important are networking and fundraising skills in the financial services industry? Today’s guest, Mac Gardner, CFP®, started Mu Nu Upsilon with those skills…
Julie Ragatz & Kellan Brown: Growing Through Mentorship
Who was your mentor who got you to where you are today? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Julie Ragatz, Ph.D., Vice…
John Parsons, Abbey Henderson & Ty Bongiovanni: Giving Back To The Community
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…
Brent Petty: Thriving in Retirement Planning
As financial advisors, it’s important to think about the impact you have not just financially and on your stakeholders, but on the community as a whole. In this…
Austin Hatch: Overcoming Adversity
How can adversity lead to success? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Odaro Aisueni, Wealth Planning Administrator, speak…
Will Morales and Ron Carson: Health, Happiness & Resilience
What money, health, happiness, and resiliency have in common is that we can’t do it alone. We need to have each other to keep going. In this episode, Jamie Hopkins,…
Mike Erwin: Leadership, Solitude & Human Skills
Are you struggling to find your footing as a leader? Do you find yourself constantly surrounded by noise and distractions? In this episode, Jamie Hopkins, Managing…
Alana Macy and Amy Noel: Building a Successful Firm
Have you ever thought about starting a family business? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director,…
Anna N’Jie-Konte and Keith Beverly: Merging Firms and Closing the Racial Wealth Gap
If one person can break the cycle of poverty and dysfunctional money management in their own family, then others can too. That ripple effect is what drove Anna…
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…
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…