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Articles by Carson Coaching
Financial Education Research & Diversity on Apple Podcasts
How has Dr. Terrence Martin's experience in financial planning influenced his research in financial education?
Diversity and Inclusion in Financial Planning on Apple Podcasts
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®.
The Dynamics of Change in Demography and Migration on Apple Podcasts
Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping our industry, market trends, and societal dynamics. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Kenneth Gronbach, President at KGC Direct, LLC about demography, migration, and their impact on various industries, including financial planning.
Empowering The Next Generation on Apple Podcasts
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 for Tech Professionals, the founder of Financial Staples, and co-founder of the BLX Internship Program. Together they talk about unpaid internships and the gate-keeping role they play for individuals from lower socioeconomic backgrounds.
Financial Education, Networking & Fundraising on Apple Podcasts
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 as his guiding principles. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Mac Gardner, Founder and CEO at FinLit Tech, to discuss his involvement in the financial industry and his work with the fraternity MNY Upsilon.
Growing Through Mentorship on Apple Podcasts
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 President, Next Gen and Advisor Development Programs, and Kellan Brown, Chief Growth Officer at Income Lab, about the importance of mentorship in the financial services industry. The conversation touches on personal money memories, favorite foods, and the qualities of a good mentor.
Giving Back To The Community on Apple Podcasts
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.
Thriving in Retirement Planning on Apple Podcasts
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 episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Brent Petty, President of Advisory Services at Northwest Capital Management, about how to build the framework of retirement planning into a wealth management firm.
Overcoming Adversity on Apple Podcasts
How can adversity lead to success? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Odaro Aisueni, Wealth Planning Administrator, speak with Austin Hatch, Inspirational Speaker at Overcome It, LLC, about his incredible story of survival and resilience. Through his experiences, Austin highlights the importance of setting goals, being a great teammate, and finding ways to add value.
Health, Happiness & Resilience on Apple Podcasts
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, Managing Partner of Wealth Solutions, speaks with Will Morales, Body Engineer, and Ron Carson, CEO and Founder of Carson Group, at Partner Summit about the concept of money as an energy exchange. They delve into prioritizing health and the impact of fitness and nutrition on overall well-being.
Leadership, Solitude & Human Skills on Apple Podcasts
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 Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Mike Erwin, a 13-year army veteran and Executive Director at Team Red, White & Blue, about the impact practicing solitude has on personal and professional development and the importance of human skills in today's digital age.
Building a Successful Firm on Apple Podcasts
Have you ever thought about starting a family business? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Alana Macy, CFP®, MBA, Wealth Advisor at Bloom Wealth Advisors, and Amy Noel, MBA, CFP®, Founder, Wealth Advisor at Bloom Wealth Advisors about their experience running a mother-daughter team and partnering with Carson.
Merging Firms and Closing the Racial Wealth Gap on Apple Podcasts
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 N’Jie-Konte and Keith Beverly to merge Dare to Dream Planning with GRID 202 to create a larger impact on the financial space.
What’s New in Mergers and Acquisitions on Apple Podcasts
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 Sales Director, and Michael Belluomini, Vice President, Mergers and Acquisitions. Together, they explore the intricate world of mergers and acquisitions, sharing profound insights into the unmatched advantages of partnering with Carson.
Managing Change on Apple Podcasts
Managing change is a balancing act between creating new neural pathways and improving emotional intelligence to be aware of how you respond to change. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, talk about change management with the president of CohereUs Consulting, Jim LoPresti, Ph.D., PCC.
Unleashing Your Potential on Apple Podcasts
At certain junctures in our personal or professional lives, it's common to experience a sense of being stuck. For most people, the reason they feel stuck is because they don’t see the next step forward. In this episode, Ana Trujillo Limón, Director, Coaching, and Advisor Content, speaks with J.J. Peller, Author, Speaker, and Executive Business Coach, as they delve into the topic of overcoming stagnation and cultivating curiosity to propel your professional growth.
Helping Advisors Transition Their Business on Apple Podcasts
Transitioning business to the next generation can seem like an uphill battle, but reframing the transition makes stepping away and giving the next generation the room they need to grow, easier. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Executive Business Coach, Tammy Breitenbach, ACC, MBA about helping advisors through transitions.
Coaching Advisors and Building Strong Teams on Apple Podcasts
While remote work has been a great luxury for many, it comes with some unintended biases and challenges with team building. Fortunately, coaching programs and assessments are available to assist advisors in overcoming these obstacles.
Rewiring The Brain With Stress Coaching on Apple Podcasts
Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and personal life? It's time to take control of your productivity and achieve your goals with ease! Luckily, we have just the expert to help you do so. In this episode, Barbara Kay, a business psychology and productivity coach, reminisces about her first money memory of thriftiness on a family vacation before delving into her specialty of coaching financial professionals.
Unpacking Trust & The Power of Financial Planning Communication on Apple Podcasts
Megan McCoy, a passionate researcher, teacher, and financial planner, joins Jamie and Ana on the Framework Podcast to discuss how a practitioner's communication and office environment can drastically improve the financial planning process, despite the challenging odds of achieving gender parity in the field.
The Courage to Lead & Practical Takeaways for Women on Apple Podcasts
Reagan Cannon is an international speaker and coach who spent over 20 years in corporate America, leading teams of over 10,000 people globally. She has a passion for leading and developing leaders. "Be courageous, be the person. Move forward when you're still nervous and insecure and afraid and move forward anyways.
Finding Success Through Financial Planning & Teamwork on Apple Podcasts
Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by running a successful financial planning firm, despite the challenging demands of the industry. "If you want it, work for it and save your pennies - I learned at a very early age that if I wanted something, I could work and earn it." - Heidi Johnson Bixby Heidi had a passion for financial planning, but it was the entrepreneurial spirit she learned in her childhood that drove her to success.
Women In Financial Services & Uncovering the Barriers on Apple Podcasts
Be an ally and join the fight for social justice in financial services with the power of empathy, transparency, and collaboration. "Pain pushes and vision pulls. And where we are right now is this industry is not in pain yet. ...So we have to have the vision and for me this is a deeply, and impactfully, an issue of social justice." - Julie Ragatz Julie Ragatz is a CFP and the Director of Education at Carson Group.
Unlocking the Future, Student Success & Financial Planning on Apple Podcasts
Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial planning more accessible for diverse communities. "Once you show your passion, and again, you might have some struggles from your own colleagues, but the administration will see through it.
Challenging Your Thinking, Estate Planning & Beyond on Apple Podcasts
Welcome to this special FPA week episode! Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership Team. She is currently studying for her CFA and specializes in estate planning, helping clients build their legacy and honor the wishes of their loved ones.
An International Bestseller's Story on Apple Podcasts
Welcome to this special FPA week episode! When Robert Van Beek was denied a career in law enforcement, his mother steered him towards a financial career and decades later, Robert is a passionate international best-selling author and board member, determined to bridge the gap between financial planning and investment advising for the benefit of clients around the world. Robert Van Beek is an international best-selling author and financial planner from Belgium.
James Lee's Financial Journey on Apple Podcasts
James Lee is the incoming FPA president and a financial planner with a background in investment research. He has a passion for helping people make good money decisions and has been a member of the Financial Planning Association since 2000.
From Financial Struggles to Financial Advising on Apple Podcasts
Welcome to this special FPA week episode! Chris Woods was a pizza-loving kid from St. Louis who was fascinated with the stock market from a young age. His dad taught him about the stock market and opened a bank account for him when he was only five years old. "The fact that he got me started opening a bank account that early at age five. No, I remember that. ...and so, I'm trying to pass that same thing on to my kids as well.
Bob Burg's Go Giver Story on Apple Podcasts
Bob Burg is the co-author of the Go Giver, a book that promotes the idea of giving value to the marketplace. He is a well-known speaker on the topics of abundance and prosperity and has been writing and speaking on the subject for over 30 years. "The only way they can earn a whole lot of money is to provide value to a whole lot of people who willingly choose to do business with them.
Framework: What It Takes to Find Financial Freedom
It’s a special episode of the Framework podcast as host Jamie Hopkins and Carson Group founder Ron Carson celebrate the launch of their new book Find Your Freedom: Financial Planning for a Life on Purpose. They developed the book to help people envision and ultimately realize what life can be like if they don’t have to worry about money – one of the key barriers to personal freedom.
Chris Schembra: Leveraging the Power of Gratitude
When Chris Schembra hosted a dinner party to show off his new pasta sauce recipe, he had no idea the conversation would lead him down a new career path. To foster connections, he asked his guests to name a person they had never thanked. If they could give more credit to someone, who would that be? “What this question does so well is that you’re not asking a person a direct question about themselves,” Chris, now the founder of the 7:47 Gratitude Experience, says.
Mary Kate Gulick: Write a Book to Supercharge Your Business
As a financial services marketing veteran who has coached numerous successful business owners, Mary Kate Gulick knows the power of authorship in establishing professional credibility. In fact, the Chief Marketing Officer for Carson Group has written her own book, aptly titled The Real Deal: Get Known for Your Genuine Expertise in an Era of Bullsh*t Gurus. “When you ask people what they think makes someone an expert, their top answer is a best-selling book,” she says.
Jamie Hopkins: Finding Your Financial Freedom
Long-time listeners of the Framework podcast know one of the hosts’ favorite questions is about their guests’ first money memory. While it serves as an ideal conversation starter, they also realize the incredible impact past experiences have on your outlook and relationship with money throughout your life.
Tucker Bryant: Unlocking Innovation Through Vulnerability
Poetry and leadership. What do they have in common? More than you might think, says Tucker Bryant. A poet and former marketing manager at Google, Tucker has a unique vantage point. Both poets and leaders must embrace innovation if they hope to release something transformational into the world. “Poets and leaders have a similar goal in that both want to take the parts of the world that often go ignored or overlooked or seem unchanging,” he says.
Odaro Aisueni: Get Ready for Gen Z Advisors
In the past, advisors sometimes took a circuitous route to their profession via roles at brokerage firms, insurance companies and altogether unrelated workplaces. But the rise of undergraduate financial planning programs is letting college students jump into advising from the start. Just ask Odaro Aisueni, wealth planning administrator with Carson Group.
Abby Wambach: How Rage Can Fuel Your Ambition
Can rage be a positive emotion? It is to Abby Wambach, one of the most celebrated women in U.S. soccer. Abby recalls a time in 2016, shortly after she retired from professional soccer, when she received an ESPY Icon Award alongside Peyton Manning and the late Kobe Bryant. Initially honored, Abby’s euphoria soon became replaced with rage.
Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money Dynamics
Many financial advisors find themselves unwittingly playing the part of family counselor. Their clients, meanwhile, often don’t even realize the financial decisions they are wrestling with are governed by past experiences. Take a story shared by Sonya Lutter, CFP®, professor of practice at Texas Tech and owner of EnLite, about a client who was tight-lipped on finances. During an art exercise, he created a pig, a reminder of his youth when he showed animals at the county fair.
Dave Francis: Bringing Technological Transformation to Medicare Shopping
With too many choices and confusing deadlines, it’s no wonder enrolling for Medicare is one of the most frustrating experiences many Americans will have. But it doesn’t have to be that way, insists Dave Francis, co-founder and Chief Executive Officer of Healthpilot. Healthpilot aims to bring the same ease and convenience to the Medicare shopping experience that consumers now enjoy on sites like Amazon and Warby Parker.
Patrick Mahoney and Dennis Moore: Making Financial Planning a Profession
In July 2022, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners™, announced it will lead the effort to achieve legal recognition of the term “financial planner” through title protection – the first step to moving from an industry to a profession. “We believe financial planning is a noble, worthy profession and the title ‘financial planner’ deserves legal protection,” says FPA President Dennis Moore.
Making Financial Planning a Profession on Apple Podcasts
In July 2022, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners™, announced it will lead the effort to achieve legal recognition of the term “financial planner" through title protection – the first step to moving from an industry to a profession. “We believe financial planning is a noble, worthy profession and the title 'financial planner' deserves legal protection," says FPA President Dennis Moore.
Paul West: Helping CEOs Strategize Wealth
A couple of years ago, Paul West, managing partner at Carson Wealth, saw a gap in the market to better support business owners and executives. As a one-time business owner who still sees himself as an entrepreneur, he realized the need for a team approach to address the complex money management requirements of this group.
Jeffrey Levine: A Future-Focused Approach to Tax Planning
Effective tax planning requires a big-picture approach to reduce a client’s tax bill over their whole life. That’s the view of Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, who brings a holistic view to his work as a financial advisor. “Most CPAs are historians – they’re looking back and recording what happened, but I’m more interested in looking at the future,” Jeffrey says.
Ed Slott: How Taxes Can Kill Retirement Dreams
Taxes are the biggest challenge for investors approaching retirement, says Ed Slott, Founder and President of Ed Slott and Company, Professor at The American College of Financial Services and nationally recognized IRA distribution expert. In today’s episode of Carson Group and PIMCO’s Retirement Income Series, Ed shares insights and strategies to minimize taxes in retirement.
A Future-Focused Approach to Tax Planning on Apple Podcasts
Effective tax planning requires a big-picture approach to reduce a client's tax bill over their whole life. That's the view of Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, who brings a holistic view to his work as a financial advisor. “Most CPAs are historians – they're looking back and recording what happened, but I'm more interested in looking at the future," Jeffrey says.
Marguerita Cheng: Retirement Planning is Personal
The retirement planning work of Marguerita (Rita) Cheng, CFP®, CEO at Blue Ocean Global Wealth, is inspired by lessons from her parents. With a large age gap between them, Rita’s mother was only 46 when her father retired at age 60, and her sister was still in high school. That presented a different set of needs than a traditional position where kids are grown and gone and the retiring couple is in the same age bracket.
Dr. Roger Ibbotson: Ensuring You Don't Outlive Your Money
With life expectancies on the rise, retirement can now span decades. How can you make sure your money lasts? In today’s episode of Carson Group and PIMCO’s Retirement Income Series, Dr. Roger Ibbotson, Professor in the Practice Emeritus of Finance at Yale School of Management and Chairman of Zebra Capital Management, an equity investment and hedge fund manager, offers his insights on how to tackle the question that’s keeping advisors and clients up at night.
Mary Beth Franklin: Making Social Security Work for Clients
What role does Social Security play in a retirement income plan? In today’s episode of Carson Group and PIMCO’s Retirement Income Series, business journalist, CFP and Social Security expert Mary Beth Franklin provides a history lesson on the pivotal Social Security policy that saved the program in 1983. She talks about where we are today in terms of funding and what the American public needs to know about what is, for many, the only form of guaranteed income for life.
Making Social Security Work for Clients on Apple Podcasts
What role does Social Security play in a retirement income plan? In today's episode of Carson Group and PIMCO's Retirement Income Series, business journalist, CFP and Social Security expert Mary Beth Franklin provides a history lesson on the pivotal Social Security policy that saved the program in 1983. She talks about where we are today in terms of funding and what the American public needs to know about what is, for many, the only form of guaranteed income for life.
Ryan Detrick: Making Sense of the Markets in Times of Turmoil
Ryan Detrick’s experience with the stock market goes back to 1999, during the dot-com boom – and subsequent bubble burst. “It was really fun, and everybody’s making money,” Ryan says. “… Then everything crashed.” But Ryan learned some valuable lessons from that crash, including that in times of market turmoil, not everyone stands to lose. “I realized, ‘Oh, my goodness, people made money on the way down,’” he says. “Not just a little bit of money, but a lot of money.
Kamila Elliott: Diversity Will Build a Stronger Profession
Education is the key to a successful retirement, and Kamila Elliott, CFP®, CEO and founder of Collective Wealth Partners in Atlanta, is on a mission to spread the word to diverse communities. As the first African-American woman to serve in the prominent board chair role for the CFP, she aims to increase diversity in the industry, as well. Kamila found her calling early on when working at a bank during her college years.
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