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 internships and the gate-keeping role they play for individuals from lower socioeconomic backgrounds. Chloé explains the challenges faced by the BLX Internship program in finding firms willing to hire interns, as well as the alternative opportunities they provide. They also discuss the importance of mentorship and accessibility in the industry.Chloé discusses: How the BLX internship program has grown over the past 3 yearsHow the internship program adds value to those who want to get into the industryHow firms can reach out to BLX and offer internship opportunitiesWhy it’s important to reach out to different communities to diversify the professionThe impact of unpaid internships on candidates from lower socioeconomic backgrounds and how the BLX internship program is helping themThe barriers and challenges faced by firms in finding local interns and how virtual internships have increased the pool of available candidatesThe impact of unpaid internships on candidates from lower socioeconomic backgroundsAnd moreResources:BLX Internship ProgramConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Chloé Moore:Financial StaplesLinkedIn: Chloé MooreAbout our Guest: Chloé A. Moore, CFP® is the founder of Financial Staples and co-founder of the BLX Internship program. Chloé has had the privilege of helping people realize their potential and live the life of their dreams for almost two decades. She has also worked with a wide range of clients from multi-generational high net-worth families to recent college graduates. With each relationship, she gains more insight into how much our emotions and our history with money have an impact on our financial decisions. When she isn’t working, you can find her exploring new restaurants, trying new recipes, listening to live music, or traveling.

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. Mac shares his first money memories and meaningful purchases, highlighting the importance of financial conversations and responsibility. He explains how he founded MNY to provide a community and guidance for students interested in financial planning. Mac discusses the fraternity's guiding principles of education, networking, and fundraising, emphasizing the need for students to develop networking and fundraising skills in the finance industry. He also talks about the fraternity's goals, including supporting students and collaborating with universities and industry professionals.Mac discusses: What inspired him to start the Mu Nu Upsilon Fraternity (MNY)Mu Nu Upsilon’s mission to support students interested in financial planning and promote diversity and inclusion in the industryWhat MNY’s guiding principles, education, networking, and fundraising, meanWhy networking and fundraising skills are so important to develop in the financial services industryThe various impact areas that the MNY fraternity aims to be involved in, including supporting students and institutions, mentoring professionals, and collaborating with support organizationsHis belief in giving back and creating platforms for financial education and literacyHow he takes care of his mental health as an entrepreneur and creatorHis perspective on freedom and the importance of being able to live with the consequences of one's actionsAnd moreResources:Mu Nu Upsilon Fraternity (MNY)George Nichols III: Life Insurance and the Power of Financial LiteracyThe Four Money BearsYouTube: Motivate Your Money!Motivate Your Money!: Plan Spend Save Invest Gift by Mac GardnerConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Mac Gardner:FinLit TechLinkedIn: Mac GardnerAbout our Guest: Mac Gardner, CFP®, is the Founder and Chief Education Officer of FinLit Tech. Mac has served in the Financial Services industry for over 20 years.  His passion for educating others led him to publish two books, "Motivate Your Money!" and "The Four Money Bears". As the Founder and Chief Education Officer of FinLit Tech, he works to build a bridge between Financial Literacy and Financial Technology.

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. They discuss the structured mentorship program implemented by FinServ Foundation and the benefits of mentorship for both mentors and mentees.Julie and Kellan discuss: The importance of mentorship in shaping careersThe growth and success of the FinServ FoundationThe benefits of mentorship for individuals and companiesQualities of a good mentor and the impact of mentorship on mentors and menteesDelivering tough conversations in an empowering wayLessons learned from leadership and the value of trustPaying it forward and supporting young professionals in the financial services industryTheir definition of freedom and equipping children with resilience.And moreResources:Framework: What It Takes to Find Financial FreedomFinservfoundation.orgThe Money Pit Official TrailerThe Go-Giver by Bob BurgIncomelaboratory.comConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Julie Ragatz:Carson Group LLCFinServ FoundationLinkedIn: Julie RagatzConnect with Kellan Brown:Income LabFinServ FoundationLinkedIn: Kellan BrownAbout our Guests: Across three different industries Kellan Brown has experienced a dynamic difference in culture, personality, and strategy. Utilizing these experiences and being able to shift in this everchanging world, has given her an advantage to build effective, purpose-driven organizations, with partnerships that have elevated each company and executive team she has worked with. Kellan attributes her proven success to her ability to build effective networks while also mentoring the next generation of great minds.Julie Ragatz, Ph.D is the VicePresident, Next Gen and Advisor Development Programs at Carson Group, and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University.

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, Parsons Wealth, Abbey Henderson, CEO, Wealth Advisor & Coach, Abaris Financial Group, and Ty Bongiovanni, Senior Vice President, Wealth Advisor at Nesso Wealth. Each of them shares their inspiring stories in three separate interviews, highlighting their remarkable contributions to the community.John, Abbey, and Ty discuss: John's heartfelt approach to instilling kindness while teaching high school studentsHow John establishes meaningful connections with the high school seniors during his financial education sessionsWhy the type of impact work John does is important to him and how it’s making a positive impact at his firmThe significance of the impactful work John carries out and its positive effects on his firmAbbey’s considerations when selecting charitable organizations and nonprofits to collaborate withAbbey’s valuable advice to firms considering the certified B Corp routeTy’s lesson about how we can still control our reactions even when we can’t control everything that happens to usThe remarkable impact of Nesso Group's growth on their team and stakeholders, enabling them to extend their assistance to more individuals in needA heartfelt reflection on what finding freedom means to them personallyAnd moreResources:USA Today: How Yoga Benefits One High School Boy Basketball Team Pest Pointers: Why Spiders Hate The Color Blue (Repelling Guide)B Labs Corporation Impact Assessment ToolConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with John Parsons:Parsons Wealth ManagementLinkedIn: John ParsonsConnect with Abbey Henderson:Abaris Financial Group LLCLinkedIn: Abbey HendersonConnect with Ty Bongiovanni:Nesso GroupLinkedIn: Ty BongiovanniLoved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

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. The conversation takes a deep dive into the future of the retirement plan space, emphasizing the need for improved participant experience and engagement. Brent sheds light on the evolving dynamics between plan sponsors, advisors, and participants, and stresses the importance of considering people, planet, and profit when building a lasting legacy.Brent discusses: Brent's first money memory and his transition to retirement planningWhat people are looking for in the RFP spaceThe future of retirement planning and the importance of human interaction and guidanceUnderstanding the needs of clients at different career stagesBuilding trust with clients through full-service experiences and comprehensive financial planningWhat the B-Corp status means and what it takes to achieve itWhy focusing on your external impact, your clients, and your stakeholders leads to long-term success and a lasting legacyAnd moreResources:The DroverThe Wealthy Barber by David ChiltonFind Your Freedom by Jamie HopkinsConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Brent Petty:NWCMLinkedIn: Brent PettyAbout our Guest: Brent Petty is the Managing Director, Partner, and Senior Investment Advisor at North West Capital Management. With his expertise as a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary™, he specializes in creating personalized and tax-efficient strategies that empower clients to define and achieve their financial goals. After graduating from Northern Arizona University, Brent transitioned from a career in law enforcement as a police officer to the financial services industry. With over two decades of experience, he has established himself as a trusted financial advisor, working with foundations, endowments, institutional retirement plans, and families. Beyond his professional endeavors, Brent maintains an active lifestyle through hiking and running. When he finds the opportunity, he enjoys escaping to the serene Oregon coast.

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. He also reflects on the transformative power of becoming a father and how it has shifted his goals and priorities.Austin discusses: His story of resilience from surviving 2 plane crashesWhat a holistic view of success looks likeHow sharing his life experiences helps others overcome adversity and turn negatives into positivesThe impact of becoming a father on his goals and mentalityThe importance of setting goals, making small commitments, and holding yourself accountable to achieve successWhy empathy and the ability to see things from different perspectives is so importantWhat freedom means to himAnd moreResources:Old Man and the Three with JJ RedickThe Last Dance Docu-SeriesOutliers: The Story of Success by Malcolm GladwellThe Psychology of Money by Morgan HouselFind Your Freedom by Jamie HopkinsConnect with Jamie Hopkins and Odaro Aisueni: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Odaro AisueniConnect with Austin Hatch:Austin-Hatch.comLinkedIn: Austin HatchTwitter: @AustinHatch30About our Guest: In the first 28 years of Austin Hatch's life, he survived two plane crashes that tragically claimed the lives of his entire immediate family. The second crash occurred just nine days after he accepted a scholarship to play basketball for Michigan. When he came out of a two-month-long coma after the second plane crash, Austin had to relearn how to walk, talk, and live a normal life. The road to recovery was tough, but thanks to an incredible team of doctors, nurses, therapists, his family and friends, and Coach Beilein’s incredible integrity, he was blessed to be a part of the team at Michigan for four years. Austin is now a full-time motivational speaker with a message about Grit & Thriving in the midst of adversity. We all face challenges every day. He believes part of his purpose in life is to help others find ways to thriv

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. Will shares his journey of resilience, overcoming prostate cancer, and realizing that his true happiness comes from health and resilience rather than money.Will and Ron discuss: Will’s favorite sweet and savory foods, and first money memory of a pursuit for moneyThe laws of polarity around moneyWill’s story of resilienceFood’s role as medicineWhat Will loves about fitness, training people, and the amenities at Carson HQWhere they would go if they had one place in the world to visitAnd moreResources:The Soul of Money by Lynne TwistCured by Jeffrey Rediger M.D.The Celestine Prophecy by James RedfieldThe Book of Mastery by Paul SeligMidnight Library by Matt HaigConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Will Morales:Carson Group LLCLinkedIn: Will MoralesConnect with Ron Carson:Carson Group LLCLinkedIn: Ron Carson

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.Mike discusses: What made him make the affirmative decision to go to West PointHis advice for young cadets joining West Point to keep a positive mindset and focus on physical fitnessHow he realized solitude was a valuable addition to his development as a person, leader, and professional during his deployment to IraqWhat inspired him to write his book, “Lead Yourself First” about the intersection between solitude and leadershipWhy some people are reluctant to practice solitude and how it can improve your relationships with yourself and othersHow positive psychology research shows that the quality of relationships with family, friends, teammates, and coworkers is the number one driver of life satisfactionWhat inspired him to volunteer and what he loves about giving backThe skillsets and qualities that make hiring and working with veterans beneficial for financial advisorsThe importance of human skills in a world that is becoming more digital and less human-to-human interactionHow we can help younger generations cultivate people skills, especially after the COVID-19 pandemicWhat freedom means to himAnd moreResources:Lead Yourself First by Mike Erwin, Raymond Kethledge and Jim CollinsLeadership Is A Relationship by Mike Erwin and Willys DevollConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Mike Erwin:Team  Red, White & BlueLinkedIn: Mike ErwinTwitter: @ErwinRWBAbout our Guest: Mike Erwin is a West Point graduate and a 13-year Army veteran. Mike founded several organizations in the past decade, including Team Red, White & Blue, to help enrich the lives of America’s veterans in the Positivity Project which empowers America’s youth to build positive relationships. Simultaneously, he worked on leadership through the two books he co-authored: Lead Yourself First and Leadership Is A Relationship.

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. Alana and Amy emphasize the importance of communication and trust in business partnerships as they share the need to lean into each other's strengths and prioritize their relationship outside of work. They also highlight the benefits of partnering with a larger firm and taking advantage of their resources, rather than trying to steer the ship in a different direction.Alana and Amy discuss: Their experience of working together as a mother-daughter team in a family businessThe crucial elements for a successful family business: trust, communication, and partnershipThe importance of leaning into each other's strengths and communicating effectivelyTheir decision to join Carson Partners, and the benefits of continuously learning from other partners and utilizing their resourcesHow lessons of trust, communication, and partnership are universal and can be applied to any type of businessAnd moreResources:Gregg Johnson and Michael Belluomini: What’s New in Mergers and AcquisitionsCarson Group Mergers & AcquisitionsCarson Group Advanced Solutions Tax & AccountingConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Alana Macy:Bloom Wealth AdvisorsLinkedIn: Alana MacyInstagram: @WealthInBloomConnect with Amy Noel:Bloom Wealth AdvisorsLinkedIn: Amy Noel

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 Carson's Jamie Hopkins,  Managing Partner of Wealth Solutions, and Carson's Ana Trujillo Limón, Carson's Director, Coaching, and Advisor Content, speak with Anna N’Jie-Konte, MBA, CFP®, President of Re-Envision Wealth, and Keith Beverly, CFA, CFP®, MBA, Chief Investment Officer of Re-Envision Wealth, about merging their firms, Dare to Dream Planning and GRID 202 into Re-Envision Wealth. They share what the process was like, the importance of consistent communication for other advisors who are looking to merge their firms, and passionately discuss their goal to close the racial wealth gap by growing a larger enterprise.Anna and Keith discuss: Their first money memoriesHow they got into their professions and came to own their own firmThe origin story of Anna and Keith’s merge of Dare to Dream Planning and GRID 202 into Re-Envision WealthHow scaling their practice allows them to help more people and have a larger impact on the industryHow they’re expanding their team to achieve their 2 main goals: close the racial wealth gap and grow a larger enterpriseWhat challenges they faced when they merged and how they overcame themTheir advice for other advisors who want to merge firmsAnd moreResources:Episode 154 of Kitces’ Financial Advisor Success Podcast with Mary Beth Storjohann, co-CEO of AbacusConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Anna N’Jie-Konte:Re-Envision WealthLinkedIn: Anna N’Jie-KonteTwitter: @anjiekonteConnect with Keith Beverly:Re-Envision WealthLinkedIn: Keith BeverlyTwitter: @KeithBevCFA

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. Listen in as this trio talk’s about the changing landscape of M&A, the sophistication of buyers, the flexibility of Carson's offerings, and touch on misconceptions about Carson's investment platform. As they delve into the factors that can skyrocket a firm's value and the obstacles that can hold back growth, Gregg and Michael emphasize the vital importance of understanding your own priorities as either a seller or a buyer.Gregg and Michael discuss: The key drivers behind the surge of M&A activity in the wealth management industryWhat critical factors to take into account when evaluating potential partners for M&A venturesWhat challenges advisors face in building a platform at scale, and how can partnering with a firm like Carson help overcome themThe emotional dimension of selling a business and insights into the intricate dynamics involvedWhy it’s important to establish mandatory points of alignment prior to entering the marketThe opportunities available for advisors to capitalize on in the increasing number of transactions in the industryWhy partnering with the right firm is crucial for acquiring talent, unique offerings, or growing a businessInsights into the projected magnitude of capital movement within the wealth management industry over the next two decadesAnd moreResources:Carson Group’s Valuation CalculatorTested in the Trenches by Ron CarsonProven in the Trenches by Ron CarsonTeam of Rivals by Doris Kearns GoodwinFind Your Freedom by Jamie HopkinsConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Gregg Johnson:Carson Group LLCLinkedIn: Gregg JohnsonConnect with Michael Belluomini:Carson Group LLCLinkedIn: Michael Belluomini

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, about diversity's impact on the financial sector. Valerie shares her journey of founding her own firm with a mission to make financial planning readily accessible to diverse groups, focusing on assisting individuals who are forging the first generation of wealth in their families.Valerie discusses: What she’s working on during her ‘CEO week’ in MexicoHer first money memory working at a VHS tape shop as a teenagerHer journey of founding her own firm dedicated to assisting those embarking on the first generation of wealth-building in their familiesThe transformative impact of media exposure on her business and clients, showcasing the power of strategic visibility and communication.Invaluable insights into how she overcame the challenges that accompanied the launch of FirstGen Wealth.The meaningful relationships Valerie has cultivated on her path to becoming a successful business owner, emphasizing the importance of connections and collaboration.Her rapid-fire responses about the most impactful book she has recently read, the best advice she has ever received, and the greatest self-investment she has madeAnd moreResources:Find Your Freedom by Jamie HopkinsTalking to Strangers by Malcolm GladwellShabas SolutionsConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Valerie Rivera:FirstGen WealthTwitter: @1GenWealthLinkedIn: Valerie RiveraAbout our Guest: Valerie Rivera, CFP®, is a financial advisor and the founder of FirstGen Wealth. With over a decade of experience in financial services, Valerie noticed a lack of diversity in both advisors and clients. She believes the financial system widens the wealth gap, placing blame on individuals instead of corporations or government. Valerie's mission is to break this cycle by empowering individuals, particularly those who are the first in their families, to achieve financial security and create generational wealth. She focuses on providing education and non-judgmental financial planning that transforms lives, ensuring clients feel confident and secure.

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. Dr. Jim LoPresti shares his journey to becoming a coach with a background in change management and emotional intelligence, explains how neuroplasticity can help advisors and firms with change management, and discusses the benefits journaling has on EQ.Dr. James LoPresti discusses: His inspiring journey to becoming a renowned coach The invaluable lessons of discipline acquired through his experience as a prolific textbook writerThe transformative potential of neuroplasticity in aiding advisors and firms with change management and achieving successful DEIB programsThe crucial role of emotional intelligence in navigating change and managing its complexitiesHis top recommended tool for enhancing emotional intelligenceEffective self-management techniques to gracefully navigate the ebbs and flows of emotionsAnd much more!Resources:I Am A Sea Monster by Jim LoPresti and Andiene LoprestiImmunity to Change by Robert Kegan and Lisa Laskow LaheyConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Jim LoPresti:CoherUs ConsultingLinkedIn: Jim [email protected] our Guest: Jim LoPresti, Ph.D., PCC founded CohereUs Consulting in 2005. Dr. Jim LoPresti is a seasoned professional who seamlessly navigates the corporate and academic domains, combining theory and practice in his work. With extensive experience in coaching and consulting, he has successfully guided middle to upper-level managers in enhancing emotional intelligence and building high-performance teams across international locations such as France, Germany, Belgium, The Netherlands, Italy, and Singapore. Jim's expertise extends to diverse industries, including multinational corporations, academia, information technology, and government. He remains at the forefront of his field by continuously refining his approaches, particularly in the emerging area of neuroplasticity, leveraging new insights to facilitate transformative change. He is a sought-after speaker, delivering seminars on emotional/social intelligence, neuroscience of leadership, conflict negotiation, cultural transformation, strategic planning, team building, virtual team building, workplace diversity, senior management alignment, and organizational polarities. As an ICF certified professional coach, Jim's comprehensive skill set and certifications underscore his exceptional abilities and adaptability in the coaching and consulting realm.

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, Carson's Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with J.J. Peller, Author, Speaker, and Executive Business Coach at Carson Group, as they delve into the topic of overcoming stagnation and cultivating curiosity to propel your professional growth. J.J. starts off with his first money memory and how his dream of becoming a professional athlete transitioned into becoming an executive business coach. He then takes a deep dive into coaching advisors on how to get themselves unstuck and what inspired him to write his book, Attract Your Potential.J.J. Peller discusses: How his dream to become a professional athlete and own a restaurant transitioned into becoming an executive business coachHow his background as an athlete helped him throughout his careerWhy people feel stuck where they are and how they can find their next step forwardWhat inspired him to write his book, Attract Your PotentialHow Mike Shanahan’s Think Like A Champion has impacted him and why you should read itThe critical messages he hopes readers will take away from his bookHow coaches can help you get over the barrier of examining the inner workings of your mindHow to cultivate and nurture the relationships within your networkHis approach to coachingWhat makes coaching a powerful driver of success for advisorsAnd moreResources:J.J. Peller - Attract Your PotentialMike Shanahan - Think Like A Champion: Building Success One Victory at a TimeJamie Hopkins - Find Your FreedomAdam Grant - Give and TakeBob Burg - The Go-GiverIjeoma Oluo - So You Want to Talk About RaceMinda Harts - Right WithinIntentionality, Self-Awareness, and Leading by Example with Dr. Joy LereJim RohnConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie Hopkins

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. Tammy covers preparing the mindset of advisors to transition, helping clients transition to the next generation, and how she helps advisors transition to finding the right partnering firm for them.Tammy discusses: How her passion for communication led her to become an executive business coachSome of the biggest challenges she sees advisors facing todayWhy the first step to solving practice management challenges is to reframe the situationHow she challenges advisors who are planning their succession to step away and give the next generation of advisors the opportunity to take over in their placeTips for advisors to help manage the personal part of taking a step backAdvice for advisors, to make blueprinting a successful processHow advisors can establish a better connection with the next generation of their clients’ familiesHow she has helped advisors with the transition to finding the right firm to partner withAnd moreResources:FIG Symposium 2023Carson Coaching Family Summit Planning Guide and ToolkitConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Tammy Breitenbach:Carson CoachingLinkedIn: Tammy BreitenbachTwitter: @tlb_breitenbachAbout our Guest: Tammy Breitenbach, ACC, MBA is an Executive Business Coach at Carson Coaching. Tammy finds a business’ unique ecosystem by understanding the history, the team, and what makes each practice tick. She can advise how to implement improvements or processes in a way that will work effectively for them. Tammy is passionate about helping advisors draw real satisfaction from their practices – that includes running a business that functions well to support their bigger wants and purpose in life. Not take them away from it. Prior to joining Carson Group in 2018, Tammy spent 10 years of private consulting as the Principal Consultant of Catalyst Partners, a company she founded in 2008. At Catalyst, Tammy specialized in providing hands-on business counsel and leadership advice exclusively to owners of Independent RIAs and their key staff, to help them grow stronger, more profitable businesses.

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.In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Jessica Harrington, MS, RCC, an executive business coach at Carson Coaching, about the common issues associated with remote work, biases, and team building. Jessica shares her personal journey to becoming a coach and highlights the significance of diversified strengths within a team. Additionally, she sheds light on the Emerging Advisor Growth Accelerator program (EAGA) and its role in equipping emerging advisors to develop their skills. The trio explores the power of assessments in facilitating personal career advancement and building a more cohesive team culture. They emphasize the importance of recognizing diverse strengths and offer a glimpse into the upcoming guest, Dr. Jim LoPresti.Jessica discusses: Her personal journey toward becoming an executive business coachThe challenges of biases and team building in a remote work environmentThe potential of assessments for personal career advancement and building a stronger team culture for firmsThe significance of diverse strengths within a teamMethods for aiding individuals in executing and implementing their ideasThe importance of having intent and commitment when participating in a coaching program to maximize its benefitsAnd many more valuable insights!ResourcesThe Kolbe AssessmentBe Your Future Self Now by Dr. Benjamin HardyConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Jessica Harrington:LinkedIn: Jessica HarringtonTwitter: @Jessica_H_CoachAbout our Guest: Jessica Harrington, MS, RCC, is an executive business coach at Carson Coaching who partners with firm owners to help them achieve their full potential. She is passionate about goal setting and process-based businesses and sees executive coaching as a powerful tool for increasing an advisor's IQ (Implementation Quotient) and breaking through plateaus. Jessica holds a BA in Marketing from Grand Valley State University, an Executive and Professional Coaching Graduate Certificate, and a Master of Science in Leadership, Organizational Development degree from the University of Texas at Dallas. She is a Professional Certified Coach through the International Coaching Federation and a Certified Kolbe™ Consultant.

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, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Barbara Kay, a business psychology and productivity coach, who reminisces about her first money memory of thriftiness on a family vacation before delving into her specialty of coaching financial professionals. Barbara offers practical tips that can be applied to anyone's daily routine and draws on her background in clinical psychology to share stress-busting techniques she uses with her clients. She also discusses the concept of the "negative cognitive set" and its impact on emotions, providing invaluable advice for anyone looking to improve their mental health. Topics Barbara shares more on:Three crucial questions advisors should ask when seeking a coachEffective stress management techniques that Barbara uses with her clientsUnderstanding the “negative cognitive set” and its impact on emotionsThe positive impact of coaching for financial advisorsStress coaching and how it can be utilized for cognitive restructuring…And more!Resources:Terence ‘Bud’ Crawford: Fighting for ChangeThe $14 Trillion Woman: Your Essential Guide to Engaging the Female Client by Barbara KayConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Barbara Kay:Barbara Kay CoachingLinkedIn: Barbara KayTwitter: @[email protected]: 630-212-5460About our Guest: Barbara Kay is a Business Psychology and Productivity Coach with 25+ years of experience. With dual degrees in Clinical Psychology and Coaching, she offers coaching, consulting, and speaking on Growth, Productivity, Teams, Client Relationships, Communication, Change, and Leadership. Professionally licensed and a member of the American Psychological Association, Barbara prioritizes ongoing education. As a Woman Business Enterprise and Certified Diversified Supplier, Barbara understands the importance of inclusivity and strives to create an inclusive and empowering coaching environment for all clients.

Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving, and industry challenges that will make you rethink retirement planning.In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, and Ana Trujillo Limón, Director, Coaching and Advisor Content at Carson Group, speak with Founder and CEO of Vestwell Aaron Schumm about his journey from aspiring stockbroker to CEO and founder of Vestwell. They delve into why Aaron asks candidates about their motivations for working in retirement and what he looks for in their responses. Aaron also shares more about his passion for problem-solving and making a positive impact through his work, Vestwell's mission to revolutionize retirement savings, the opportunities presented by the Secure Act, the importance of language in the industry, the challenges of jargon, and much more.Aaron discusses: How he went from wanting to become a stock broker to becoming the CEO and founder of VestwellWhy he asks candidates why they want to work in retirement and what he looks for in their responsesHis drive to solve problems and make a positive impact on people’s lives through his workVestwell’s mission to change the retirement landscape with efficient and scalable savings solutions for businesses and individualsThe new opportunities that the Secure Act presents for retirement planning and how Vestwell is prepared to handle the changesThe importance of language in the retirement savings industry and how using terms like "savers" instead of "participants" can help engage peopleThe challenges of industry jargon and how it can be confusing for both professionals and clientsAnd moreResources:Friends: Phoebe Works In Corporate For Benefits and a 401(k)Franklin Templeton: “Managed Accounts” Is A Terrible Name by Kevin MurphyConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Aaron Schumm:VestwellLinkedIn: Aaron SchummAbout our Guest: Aaron Schumm is Founder and CEO of Vestwell. Aaron founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix which is now part of Envestnet (NYSE: ENV). He brings nearly 20 years of fintech and finserv experience from industry-leading companies including Northern Trust, Citigroup, and Fiserv. Aaron obtained his MBA at Duke University, Fuqua School of Business, and has a BS in Finance from the University of Illinois.

On this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie Hopkins are joined by Dr. Kristy Archuleta, one of the founders of the financial therapy disciplines, to discuss the importance of integrating financial psychology into the financial planning process. Dr. Archuleta emphasizes the need to empower clients and engage them in the process for optimal outcomes. “…I knew from my experiences that I grew up in kind of a unique family where the family relations were really strong, and I wanted that to be an experience that other people had, and so I wanted to replicate that for others.” – Dr. Kristy Archuleta Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

In this episode of the Framework podcast, Jamie and Ana interview Nathan Astle, who shares his story of accidentally becoming a financial therapist and the importance of having deep conversations about money. Nathan works with the Financial Therapy Clinical Institute, which uses a collaborative treatment team approach to help people experience money differently. He is optimistic about the future of the finance industry and the potential for positive change in the next 30 years. Along the way, the conversation includes some jokes and a discussion of emotions and behavior.Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

 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. "Developing skills to be empathetic to others and a better listener is essential for financial planning." - Megan McCoy Through discussion of communication tips for financial planners and clients, Megan revealed her insight that communication can be emotional, and that when a person chooses a financial planner the environment of their meeting place plays a big role in their chose. She also highlighted the difficulty of achieving true gender equality in the financial industry and encouraged people to do what they love. Megan has dedicated herself to making a difference in the financial industry and has inspired others to do the same. In this episode, you will learn the following: 1. Why advisors often do not hire other advisors for themselves. 2. What tips advisors can use to improve their communication. 3. How financial planners can structure their practices to better serve clients. Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

 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. And then eventually you do it and you do it and you do it, and you get...really confident." Reagan was an ambitious young girl, even at the age of 11, when she decided to become a certified Red Cross babysitter in order to make more money. She created a 'marketing campaign' of sorts, using post-it notes and nickels to make photocopies of her message. Later in life, Reagan learned that women often get stuck in middle management roles due to their lack of relationships in the workplace, and she partnered with a researcher to confirm her hypothesis. Through her research, she found that women need to learn how to use relational courage in order to build relationships and advance their careers. In this episode, you will learn the following: 1. How women can become more confident and strategic in their workplace. 2. What he "Manila Folder Tactic" is, and how can it be used to increase confidence. 3. How women can use questions to challenge their bosses while remaining professional. Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

 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. Through hard work, she built a successful financial planning firm and sought out mentors to help her continue to grow. With her own philosophy of giving and the ripple effect, Heidi was able to create a successful, team-oriented practice that puts clients first. She knows that freedom comes through hard work and is thankful to have the opportunity to do what she loves every day. In this episode, you will learn the following: 1. How Heidi Johnson Bixby's experience as an entrepreneur informs her approach to financial planning. 2. The demands for team members to become financial planners in Heidi Johnson Bixby's firm. 3. How Malcolm Gladwell's writing inspires Heidi Johnson Bixby in her professional career. Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

Reshell Smith is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst who specializes in working with first generation wealth, C-suite executives, and divorcees. She is an advocate for empowering people to use their voice and is a regular speaker, writer, and media guest."I'm using my voice to empower you to use yours." - Reshell SmithShe shared her first money memory of her with her grandmother and how she got into the profession. She also gave advice to advisors on how to approach clients going through a divorce, and how to build relationships with divorce attorneys. Lastly, Reshell shared her journey in using her voice to empower others and the validation it brings.In this episode, you will learn the following:1. How to forge relationships with other professionals2. How to develop skills in writing, speaking, and media engagements3. Strategies for achieving financial stabilityLoved this episode? Leave us a review and rating here:https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

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 RagatzJulie Ragatz is a CFP®  and the Vice President, NextGen & Advisor Development Programs at Carson Group. Mary Kate Gulick is a Senior Vice President, Advisor Marketing and Sales Enablement at Carson Group.Julie Ragatz and Mary Kate Gulick discussed the lack of progress in the financial services industry in terms of women and diversity. They discussed the need for an intersectional approach to encourage more diverse women into the industry, and the importance of male allies in creating a more equitable environment. Through their own stories, Mary Kate and Julie highlighted the need for people in positions of influence to understand the intersectional experiences of prospective industry workers, and to create a vision of an inclusive and accepting industry that works to remove systemic barriers to entry. Through their experience and expertise, they have worked to make financial services a more equitable and welcoming industry.In this episode, you will learn the following:1. How the lack of improvement in diversity and inclusion in the financial services industry been due to confusing activity with outcomes.2. What strategies can be used to encourage more women and people of color to enter the financial services industry3. How men can become better allies to women in the workplace, and what role mentorship plays in this?Loved this episode? Leave us a review and rating here:https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

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. And that's why I kind of smile - because if you are passionate about it, you will have followers and you will have the ability to make a difference."Nandita Das is a professor of finance and economics at Delaware State University and a CFA® and CFP® holder. She is an advocate for financial education and inclusion in the financial services industry and is dedicated to helping students find their place in the field.Previously a dairy scientist, Nandita Das moved to the U.S. and determined to become a financial planner and ended up starting a CFP program at her university. Now, she is helping her students by providing personal finance classes, internships, and guidance on how to make job descriptions more inclusive. Nandita Das is passionate about helping people, no matter their background.In this episode, you will learn the following:1. How Nandita Das used her passion and qualifications to create a financial planning program at her university.2. How Nandita Das encourages her students to pursue internships and make sure job requirements are welcoming to all.3. How Nandita Das uses her own experiences to adapt her teaching and advice to her students’ needs.Loved this episode? Leave us a review and rating here:https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

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. "Getting to walk alongside clients and their families when they've lost someone and saying, 'Hey, I'm handling all this paperwork, and I know this process, so let me walk through it with you so that you don't have to worry about money."Emma Cramm never expected to take an interest in financial planning. When she was younger, she wanted to become a basketball coach and had no interest in money. However, her family went through difficult financial times and so she decided she would never worry about money. A family friend suggested she look into financial planning, and she ended up interning in it. She soon realized this was the career she was meant for and loves helping clients through their financial worries. She also has a heart for mentoring younger people and wants to help them make smart financial decisions. She realized her perfectionism had been guiding her and she needed to focus on her heart and her passion. Now, Emma Cramm is an experienced financial planner and mentor who is passionate about helping others and finding their own freedom. In this episode, you will learn the following: 1. How Emma's original life dream of becoming a basketball coach led her to financial planning 2. The unique opportunities of helping clients with financial literacy and planning, especially younger generations. 3. How to define and achieve true freedom in life and career. Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

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. He has been involved in the financial planning profession for over 15 years and is currently a member of the FPA National Board. Robert is passionate about leveraging his knowledge to help more clients through his books and speaking engagements.In this episode, you will learn the following:1. How Robert Van Beek's parents helped him understand money with his first paycheck.2. How Robert Van Beek is bridging the gap between the financial planning and investment worlds.3. What led Robert Van Beek to an unexpected career in the financial industry.Loved this episode? Leave us a review and rating here:https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

Welcome to this special FPA week episode!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."Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society." - James Lee James Lee was of Korean descent, and so he felt a strong connection to the flavors of Korean cooking. To pursue better health, James and his wife adopted a vegan lifestyle. After college, James worked as an investment research analyst and then decided to become a comprehensive financial planner. With his background in analyzing legislation, James felt a responsibility to advocate for the financial planning profession and so he joined FPA and eventually became its president. Through his involvement with FPA, James was able to help protect financial planners and their clients.In this episode, you will learn the following:1. How James Lee changed his lifestyle to become a vegan and the health benefits he has experienced from it.2. How James's career in financial planning was sparked after deciding not to pursue a medical profession.3. How the FPA Pac has been able to protect and advocate for financial planners through lobbying efforts.Loved this episode? Leave us a review and rating here:https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

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. Even experience with having an account and seeing the balance grow and what happens too."After playing professional basketball and pursuing a career in financial wholesaling, he decided to get his CFP certification and become a financial advisor. With the help of the FPA and his own determination, he was able to pursue his passion and become a successful financial advisor. His background in basketball gave him the competitive edge he needed to be successful in financial planning. Chris Woods found his success by never giving up on his dreams.In this episode, you will learn the following:1. Having a Giving Strategy to Teach Kids About Generosity2. The Impact of Asset Gathering in the Financial Advisor Industry3. The Relevance of Basketball Coaching in Financial Planning.Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

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. Which is why free market capitalism is such a powerful, powerful force for good."Bob Burg was a young boy, who was determined to make money mowing his family's lawn. His parents held up a $10 bill to show their appreciation, planting the seed in Bob that money was a reward for hard work. From then on, Bob sought to understand the impact mindset had on success. He realized that the world gave people horrendous messages about money, but he also knew that by providing immense value to the marketplace, success and abundance was achievable. Bob collaborated with John David Mann to create a parable, The Go-Giver, to inspire people to focus on giving value to others and reminded them that money is simply an echo of value.In this episode, you will learn the following: 1. How to learn to suspend our self-interest tocreate mutually beneficial relationships2. The negative messages about money we've been exposed to and how to counteract these 3. How parables have been used to teach the importance of knowing, liking,and trusting othersLoved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

Zoë Meggert is the founder of Perfectly Planned Content, a financial content agency. She provides financial advisors with organic content strategies to help them simplify and scale their marketing efforts. Zoë's aim is to find freedom by exploring options and choices in life."Finding freedom is not just about discovering one thing but finding a place in your life where you feel like you have options and choices, and the confidence to choose what brings you joy." - Zoë Meggert. Zoë established Perfectly Planned Content in 2016, driven by her passion for storytelling in personal finance. She has since become a niche professional and built a successful team of freelance writers and contractors. Hearing about the positive impact financial advisors have on their clients' lives is her favorite aspect of the job, and she dreams of one day owning a lake house to write about their journeys.In this episode, you'll learn:1. How to effectively reach your target audience in a world of distractions2. The impact of financial advisors and planners on communities3. The psychology of living seasonallyIf you enjoyed this episode, please leave us a review and rating at: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

In this episode of Framework, Laura and Sharon explore the serendipitous story of how they transitioned from making videos for the wine industry to financial services, while learning the lessons of how to be a rockstar on camera, as they search the heavens for the perfect answer. "Relationships are front and center and building trust is so important. And when you have those kind of as goals, then cookie cutter video doesn't necessarily help you get there."Laura and Sharon are the co-founders of Idea Decanter, a video production company that specializes in creating custom content for financial advisors. They have a wealth of experience in the wine industry and are passionate about helping advisors create videos that build trust with their audience.In this episode, you will learn the following:1. How Idea Decanter found its’ way from wine to the finances.2. The techniques to make an advisor look like a "rock star" on camera.3. Exploring the idea of customizing video content to build trust with clients.Loved this episode? Leave us a review and rating here:https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

Jon Dauphiné is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. He is a lawyer by training and  has worked in the nonprofit sector for many years.In this episode of the Framework Podcast, we focus on Financial Stability for Underserved People. Jon Dauphiné discusses the Foundation for Financial Planning, and how they have granted out more than $9 million to support pro bono programs at nonprofits. They have two national programs for families facing serious cancer, and another for at-risk seniors. They also have a matching platform, Probonoplannermatch.org, to connect CFP professionals to volunteer opportunities. He talks about the relationship between the Foundation and the Financial Planning Association (FPA), and the impact their initiatives have had on closing the gap between potential clients and paid clients."We try to motivate CFP professionals to become volunteers to do this great service. So, we have a matching platform called Probonoplannermatch.org where any CFP can sign up and then browse opportunities that are posted by our nonprofit partners."In this episode, you will learn:1. About Jon Dauphiné's career journey and experience in the nonprofit sector.2. About the Foundation for Financial Planning and the impact it is having.3. How the Foundation for Financial Planning collaborates with the Financial Planning Association.If you enjoyed this episode, please leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

David DeVoe is CEO and Founder of  DeVoe & Company, an investment bank and  consulting firm. He has over 20 years of experience in the business strategy and banking world and is passionate about helping entrepreneurs make the most of their business - life decisions."It's not like putting a deck on the back of the house or something. So, yeah, it's a fascinating space, and it's pretty dynamic these days...It's perhaps the biggest...business - life decision they'll ever make."David shared his experience of starting a clothing company in college and his journey to creating DeVoe and Company. He discussed how business owners going through a merger or acquisition must be prepared for the emotional rollercoaster of such a life decision, and how it is important to understand one's goals, fears, and aspirations. He also highlighted the importance of understanding the cultural fit of any potential partner or buyer.In this episode, you will learn the following:1. How he accidentally found himself owning a retail business2. How business owners cope with the emotional journey of transitioning their business3. What questions business owners should ask to help ensure a cultural fit when considering a merger or acquisitionLoved this episode? Leave us a review and rating here:https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

In this episode of the Framework podcast, Dan Moisand, incoming Chair of CFPBoard and past President of FPA, shares his journey of discovering the power offinancial planning and how his passion for helping others has enabled him tobuild a successful practice on the Space Coast."It is a cliché because it's true: people don't know how much you care untilthey know you care."Dan spoke with Ana and Jamie about his journey into the profession and hisexperience with FPA. He shared how he stumbled across a financial plan andeventually affiliated with LPL. Dan's appreciation for FPA grew as he networkedand realized the diversity of other financial planners. He also shared theimportance of providing the best service to clients and leveraging the skills ofother talented people. Dan's journey to success in the profession and businesshas been a slow, yet exponential growth.Key takeaways you’ll get from listening to this episode:1. How to leverage the power of real financial planning to grow a business.2. The importance of networking and connecting with other financial planners.3. The value of taking the time to explain financial concepts to clients in a waythat they understand.Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

Amie Agamata has big plans as she steps into her latest role: NexGen President-Elect for the Financial Planning Association (FPA). She has a multi-year goal to create a career pathway and resources to support new entries into the profession. She wants to open up NexGen gatherings to further encourage connection and network building. And she wants to create a repeatable process for succession planning within NexGen.In today's episode, Jamie and Ana catch up with Amie in Seattle at FPA's annual conference. She shares her first money memory, the importance of networking, what it means to be part of the next generation of advisors, her early lessons as an advisor, the collaboration between FPA and Carson Coaching, and more.You can find show notes and other information at CarsonGroup.com/Framework

Dr. David Yeske joins Jamie and Ana on the Framework podcast to discuss his success in the financial planning profession, his inspiring journey of volunteerism and his passion for seafood. He also discusses when he discovered the power of emotional connection and community for transforming his career and his clients' lives.Dr. David Yeske is a financial planning practitioner and professor at Golden Gate University. He is an experienced volunteer with the Financial Planning Association and has been involved in the profession for over two decades.You can find show notes and other information at CarsonGroup.com/Framework

The past three years have been unprecedented on many levels. For investors and venture capital in particular, rising interest rates, hyper competitiveness and the speed of innovation have changed the game.It's the end of an era, says Howard Lindzon, Founding Managing Partner of Social Leverage, an early stage seed investment fund, and co-founder of Stocktwits, a social network for investors and traders.“The world is smaller today. You are not going to see an Uber that goes into China in its second year. You are going to see valuation compression and a lot of money chasing fewer big ideas," he says.In today's episode, Howard tells Jamie and Ana why he started Stocktwits (“Twitter for stocks" as he describes it); what he looks for in a potential investment; why he focuses on seed stage companies; trends to watch in 2023; and why we need to mentor Gen Z and not criticize them.You can find show notes and other information at CarsonGroup.com/Framework

Lauryn Williams is a four-time Olympian and the first American woman to win medals in both the summer and winter games. When she retired from professional sports, she founded Worth Winning to help young professionals take control of their finances.Growing up in a family with eight children, Lauryn understood early that money was a tool to help you live the life you want. However, her own experience working with financial planners as a young professional athlete with a six-figure income left her frustrated.Jamie and Ana caught up with Lauryn in Nashville, where she was among the speakers at Carson Group's Excell Represent Conference. In today's episode, Lauryn shares her philosophy about objectives, obstacles and how to figure out what's next once you've achieved your goals, her path to financial planning and the impact she wants to have.You can find show notes and other information at CarsonGroup.com/Framework

In today's episode, Sue talks to Jamie and Ana about the genesis of the Women in ETFs industry group, investment strategies for the current market, the significance of stock exchange bell-ringing events and her go-to karaoke song.“Fearless Girl" has been an inspiration to women since State Street Global Advisors first placed the statue in New York's financial district in 2017. This representation is one of the things that Susan (Sue) Thompson, Head of Americas Distribution for SPDR ETF at State Street Global Advisors, is most proud of about her firm.You can find show notes and other information at CarsonGroup.com/Framework

Aligning investments with personal values is a passion for Toussaint Bailey, and it's the foundation of Uplifting Capital, the investment platform where he is founder and CEO. The firm was born out of the introspection that followed his processing of George Floyd's death. “It caused everyone to reflect on where we were personally and as a country," Toussaint says. His first action was to call an all-hands meeting where the team conducted their normal routine of one-word check-ins about their feelings. His voice shaking, he managed to share the word “distracted." As the sole Black professional in his firm, he hadn't expected his colleagues to be equally weighed down by the moment, but it opened up productive conversations about racism and workplace bias. “These were conversations I'd never let into work before, but I became inspired to promote them more," he says. That led to bringing in speaking and listening therapists and coaches to help facilitate conversations that allowed both parties to speak and receive messages without judgment. “People were able to move from sympathy, which becomes a conversational disconnect, to empathy and compassion," he says. Toussaint took a sabbatical to further these conversations through podcasts, which ultimately led him to start Uplifting Capital as a reflection of his values. As a leader, Toussaint believes the only way to drive fulfillment for clients is to drive fulfillment for the people inside the firm. That has led to a four-pronged approach to engagement. The first level is building loving and trusting relationships, which leads to self-actualization and then co-creation and collective impact. “If they all go in order, then personal rewards come naturally," he says. “However, a lot of people in our profession put the fourth level, personal gain, first and then try to find the relationships that will bring that. We believe our sequence will ultimately bring fulfillment at work but also in life." In today's episode, Toussaint talks to Ana and Jamie about how to foster more productive conversations, the industry trend he expects will change in the next 10 years, the top book he would recommend right now and the best sandwich to order at Subway, where he was a sandwich artist in high school (and knew all the off-menu tricks). You can find show notes and other information at CarsonGroup.com/Framework.

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.In today's episode, Jamie welcomes Ron and the contributors who helped inform the book, including Jamie Carroll, Managing Partner at Carson Wealth Management, Marques Ogden, business coach, corporate consultant and host of the podcast Get Authentic With Marques Show, Kellan Brown, Vice President Strategic Partnerships at Finance of America Reverse and Jacqueline 'Jaq' Campbell, President, CEO and Senior Wealth Advisor at Alexander Legacy Private Wealth Management.Click here to find "Find Your Freedom" by Jamie Hopkins.You can find show notes and other information at CarsonGroup.com/Framework

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. “You're giving them the opportunity to tell a story about someone else – a third-grade teacher, a childhood friend's mom – so there's not a lot of pressure."In today's episode, Chris talks to Jamie about ways to practice gratitude at the Thanksgiving table beyond just naming things you're thankful for, such as food and health. He also offers some suggestions for short meditation exercises that can help you refocus on positive thinking. Finally, he shares his thoughts on how freedom and practicing gratitude are connected.Click here to find "Find Your Freedom" by Jamie Hopkins.You can find show notes and other information at CarsonGroup.com/Framework

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.In today's episode, Mary Kate talks to Jamie about her top tips for writing a book, the pros and cons of various publishing methods and how she defines financial freedom for herself.Click here to find "Find Your Freedom" by Jamie Hopkins.You can find show notes and other information at CarsonGroup.com/Framework

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.The concept of how your money history influences you is one of the key premises of the new book Find Your Freedom: Financial Planning for a Life on Purpose, by Jamie Hopkins, Esq., CFP®, Managing Partner of Wealth Solutions at Carson Group, and Ron Carson, CFP®, founder and CEO of Carson Group.Jamie hopes readers come away with two key conclusions. The first is that they need the courage to take control of their financial life and give themselves permission to do what they want.In today's episode, Ana talks to Jamie about how his process for goal-setting has evolved over the years, how to use gifting occasions to reflect your loved ones' values, the creative way he helps his kids prioritize philanthropy and how his grandparents' relative health and wealth helped him set his own goals in those areas.Click here to find "Find Your Freedom" by Jamie Hopkins.You can find show notes and other information at CarsonGroup.com/Framework

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. You can find show notes and other information at CarsonGroup.com/Framework.

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 in to advising from the start. Just ask Odaro Aisueni, wealth planning administrator with Carson Group. Odaro majored in personal financial planning at Texas Tech University, a program that showed him not only how to work with clients, but also how to market himself and build his brand. For Odaro, who says he's been on social media since third grade, that means having a big online presence. You can find show notes and other information at CarsonGroup.com/Framework.