Ana Limon and Jamie Hopkins from Carson Group join us to discuss the future of the financial planning profession, their partnership with FPA, and how they're coaching financial planners, financial advisors, and investment advisory firms to better serve their clients and advance the profession.

LinkedIn

Ana Limon - https://www.linkedin.com/in/anatlimon/

Jamie Hopkins - https://www.linkedin.com/in/jamie-hopkins-esq-llm-cfp%C2%AE-chfc%C2%AE-clu%C2%AE-ricp%C2%AE-022a502a

Carson Group - https://www.linkedin.com/company/carsongroupllc/

Twitter

Ana Limon - https://twitter.com/AnaT_Edits

Jamie Hopkins - https://twitter.com/RetirementRisks

Carson Group's Podcast:

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