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S4 E1: A Conversation with Carson Group’s Jamie Hopkins on Coaching, Goals, and His New Book
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We’re kicking off season four of the podcast with a guest we’re excited to spend some time with. Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP® is the Managing Partner of Wealth Solutions at Carson Group as well as a writer, researcher and educator, and over his career he’s become a media go-to expert on retirement income planning and tax law.
Here’s some of what you’ll learn from this episode:
- How his life changed at 8 years old when his dad died unexpectedly. (4:13)
- His experience with Carson Group and the role he’s taken on. (9:36)
- The philosophy of Carson Coaching and what they strive to provide advisors. (15:00)
- What the designations behind his name mean to him and the one designation he would recommend. (19:07)
- The qualities you should look for in a financial coach. (24:04)
- What the process for Carson Coaching looks like and what you can expect for each service level. (27:13)
- What his experience has been like hosting the Framework podcast and which guests he’s really enjoyed. (35:21)
- The details behind his new book, Find Your Freedom. (40:38)
- The life lesson Jamie wants to share today. (45:44)
ABOUT OUR GUEST:
https://www.carsongroup.com/framework/
https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846
GET MORE INFORMATION: https://advisordevelopmentshow.com/
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