Insights Business Management

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 this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Dr. Miranda Reiter about the significance …

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 …

We all need our cup filled, and that takes continual attention to and investing in ourselves the way we invest in others. My colleague J.J. Peller, author of Attract Your Potential: Become the Best Version of Yourself & Achieve Your Biggest Goals Faster, said that to get to the next level in anything – including …

Building a sense of community within the financial services industry fosters an environment where advisors can embrace and learn from the unique perspectives and experiences of one another. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Vanessa N. Martinez, CEO and Co-Founder of Em-Powered Network, and Co-Founder of SER Latino …

Growth-minded firms understand that there is more than one path to success. Watch our on-demand webinar today for valuable insights on how to drive more business for your firm. You’ll learn how to: 1. Increase your prospecting reach with organic marketing tactics 2. Grow your firm through mergers and acquisitions 3. Future-proof your firm by …

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 evolves, the coming together of academia and industry becomes more critical than ever. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and …

Are unpaid internships holding back the next generation? In this episode,  Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, 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 …

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 …

People will retain 95% of a message they saw on a video, versus only 10% of a message they read, reports SproutSocial, a social media management tool. And 54% of marketers say that video is the most valuable content type for achieving their goals. And despite the fact that 88% of consumers have been persuaded …

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 …

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, …