Insights Business Management

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 …

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 …

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 …

One of the reasons I love the work I do is variety. I can talk with advisors all week and never hit the same topic twice. Interests and needs vary based on what’s going on in their business: challenges with team members, creating a client engagement model that inspires referrals, fine-tuning the succession plan or …

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 & …

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 …

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. In this episode, Jamie Hopkins, …

There are countless reasons for you and your team to attend Excell 2023 – from the inspiring speakers to the networking opportunities to the Nashville setting. Whatever you’re looking to get out of Excell, you’ll find it September 12-14. But if you’re still on the fence about joining in all the fun at this year’s …

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 …

Your team is the most important thing when it comes to delivering a solid client experience. You can have the best tech in the world, but when it comes to providing the ideal client experience, you’ll need to rely on your team to do that. You’re likely not starting your team from scratch. But you …

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 be established. Without it, establishing such connections becomes challenging. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Valerie Rivera, CFP®, Founder and Financial Planner, FirstGen Wealth, …