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S4 E1: A Conversation with Carson Group’s Jamie Hopkins on Coaching, Goals, and His New Book

48:49
 
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Manage episode 352930756 series 2817726
Kandungan disediakan oleh Karl Hoover. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Karl Hoover atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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.jamiehopkins.com/

https://www.carsongroup.com/framework/

https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846

GET MORE INFORMATION: https://advisordevelopmentshow.com/

  continue reading

47 episod

Artwork
iconKongsi
 
Manage episode 352930756 series 2817726
Kandungan disediakan oleh Karl Hoover. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Karl Hoover atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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.jamiehopkins.com/

https://www.carsongroup.com/framework/

https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846

GET MORE INFORMATION: https://advisordevelopmentshow.com/

  continue reading

47 episod

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