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 crashes
• What a holistic view of success looks like
• How sharing his life experiences helps others overcome adversity and turn negatives into positives
• The impact of becoming a father on his goals and mentality
• The importance of setting goals, making small commitments, and holding yourself accountable to achieve success
• Why empathy and the ability to see things from different perspectives is so important
• What freedom means to him
• And more

Resources:

• Old Man and the Three with JJ Redick
• The Last Dance Docu-Series
• Outliers: The Story of Success by Malcolm Gladwell
• The Psychology of Money by Morgan Housel
• Find Your Freedom by Jamie Hopkins

Connect with Jamie Hopkins and Odaro Aisueni: 

• Carson Group LLC
• LinkedIn: Jamie Hopkins
• LinkedIn: Odaro Aisueni

Connect with Austin Hatch:

• Austin-Hatch.com
• LinkedIn: Austin Hatch
• Twitter: @AustinHatch30

About 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 money
• The laws of polarity around money
• Will’s story of resilience
• Food’s role as medicine
• What Will loves about fitness, training people, and the amenities at Carson HQ
• Where they would go if they had one place in the world to visit
• And more

Resources:

• The Soul of Money by Lynne Twist
• Cured by Jeffrey Rediger M.D.
• The Celestine Prophecy by James Redfield
• The Book of Mastery by Paul Selig
• Midnight Library by Matt Haig

Connect with Jamie Hopkins and Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Jamie Hopkins
• LinkedIn: Ana Trujillo Limón

Connect with Will Morales:

• Carson Group LLC
• LinkedIn: Will Morales

Connect with Ron Carson:

• Carson Group LLC
• LinkedIn: 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 Point
• His advice for young cadets joining West Point to keep a positive mindset and focus on physical fitness
• How he realized solitude was a valuable addition to his development as a person, leader, and professional during his deployment to Iraq
• What inspired him to write his book, “Lead Yourself First” about the intersection between solitude and leadership
• Why some people are reluctant to practice solitude and how it can improve your relationships with yourself and others
• How positive psychology research shows that the quality of relationships with family, friends, teammates, and coworkers is the number one driver of life satisfaction
• What inspired him to volunteer and what he loves about giving back
• The skillsets and qualities that make hiring and working with veterans beneficial for financial advisors
• The importance of human skills in a world that is becoming more digital and less human-to-human interaction
• How we can help younger generations cultivate people skills, especially after the COVID-19 pandemic
• What freedom means to him
• And more

Resources:

• Lead Yourself First by Mike Erwin, Raymond Kethledge and Jim Collins
• Leadership Is A Relationship by Mike Erwin and Willys Devoll

Connect with Jamie Hopkins and Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Jamie Hopkins
• LinkedIn: Ana Trujillo Limón

Connect with Mike Erwin:

• Team  Red, White & Blue
• LinkedIn: Mike Erwin
• Twitter: @ErwinRWB

About 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 business
• The crucial elements for a successful family business: trust, communication, and partnership
• The importance of leaning into each other's strengths and communicating effectively
• Their decision to join Carson Partners, and the benefits of continuously learning from other partners and utilizing their resources
• How lessons of trust, communication, and partnership are universal and can be applied to any type of business
• And more

Resources:

• Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions
• Carson Group Mergers & Acquisitions
• Carson Group Advanced Solutions Tax & Accounting

Connect with Jamie Hopkins and Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Jamie Hopkins
• LinkedIn: Ana Trujillo Limón

Connect with Alana Macy:

• Bloom Wealth Advisors
• LinkedIn: Alana Macy
• Instagram: @WealthInBloom

Connect with Amy Noel:

• Bloom Wealth Advisors
• LinkedIn: 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 memories
• How they got into their professions and came to own their own firm
• The origin story of Anna and Keith’s merge of Dare to Dream Planning and GRID 202 into Re-Envision Wealth
• How scaling their practice allows them to help more people and have a larger impact on the industry
• How they’re expanding their team to achieve their 2 main goals: close the racial wealth gap and grow a larger enterprise
• What challenges they faced when they merged and how they overcame them
• Their advice for other advisors who want to merge firms
• And more

Resources:

• Episode 154 of Kitces’ Financial Advisor Success Podcast with Mary Beth Storjohann, co-CEO of Abacus

Connect with Jamie Hopkins and Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Jamie Hopkins
• LinkedIn: Ana Trujillo Limón

Connect with Anna N’Jie-Konte:

• Re-Envision Wealth
• LinkedIn: Anna N’Jie-Konte
• Twitter: @anjiekonte

Connect with Keith Beverly:

• Re-Envision Wealth
• LinkedIn: Keith Beverly
• Twitter: @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 industry
• What critical factors to take into account when evaluating potential partners for M&A ventures
• What challenges advisors face in building a platform at scale, and how can partnering with a firm like Carson help overcome them
• The emotional dimension of selling a business and insights into the intricate dynamics involved
• Why it’s important to establish mandatory points of alignment prior to entering the market
• The opportunities available for advisors to capitalize on in the increasing number of transactions in the industry
• Why partnering with the right firm is crucial for acquiring talent, unique offerings, or growing a business
• Insights into the projected magnitude of capital movement within the wealth management industry over the next two decades
• And more

Resources:

• Carson Group’s Valuation Calculator
• Tested in the Trenches by Ron Carson
• Proven in the Trenches by Ron Carson
• Team of Rivals by Doris Kearns Goodwin
• Find Your Freedom by Jamie Hopkins

Connect with Jamie Hopkins and Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Jamie Hopkins
• LinkedIn: Ana Trujillo Limón

Connect with Gregg Johnson:

• Carson Group LLC
• LinkedIn: Gregg Johnson

Connect with Michael Belluomini:

• Carson Group LLC
• LinkedIn: 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 Mexico
• Her first money memory working at a VHS tape shop as a teenager
• Her journey of founding her own firm dedicated to assisting those embarking on the first generation of wealth-building in their families
• The 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 made
• And more

Resources:

• Find Your Freedom by Jamie Hopkins
• Talking to Strangers by Malcolm Gladwell
• Shabas Solutions

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Valerie Rivera:

• FirstGen Wealth
• Twitter: @1GenWealth
• LinkedIn: Valerie Rivera

About 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 writer
• The transformative potential of neuroplasticity in aiding advisors and firms with change management and achieving successful DEIB programs
• The crucial role of emotional intelligence in navigating change and managing its complexities
• His top recommended tool for enhancing emotional intelligence
• Effective self-management techniques to gracefully navigate the ebbs and flows of emotions
• And much more!

Resources:

• I Am A Sea Monster by Jim LoPresti and Andiene Lopresti
• Immunity to Change by Robert Kegan and Lisa Laskow Lahey

Connect with Jamie Hopkins and Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Jamie Hopkins
• LinkedIn: Ana Trujillo Limón

Connect with Jim LoPresti:

• CoherUs Consulting
• LinkedIn: Jim LoPresti
• [email protected]

About 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 coach
• How his background as an athlete helped him throughout his career
• Why people feel stuck where they are and how they can find their next step forward
• What inspired him to write his book, Attract Your Potential
• How Mike Shanahan’s Think Like A Champion has impacted him and why you should read it
• The critical messages he hopes readers will take away from his book
• How coaches can help you get over the barrier of examining the inner workings of your mind
• How to cultivate and nurture the relationships within your network
• His approach to coaching
• What makes coaching a powerful driver of success for advisors
• And more

Resources:

• J.J. Peller - Attract Your Potential
• Mike Shanahan - Think Like A Champion: Building Success One Victory at a Time
• Jamie Hopkins - Find Your Freedom
• Adam Grant - Give and Take
• Bob Burg - The Go-Giver
• Ijeoma Oluo - So You Want to Talk About Race
• Minda Harts - Right Within
• Intentionality, Self-Awareness, and Leading by Example with Dr. Joy Lere
• Jim Rohn

Connect with Jamie Hopkins and Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: 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 coach
• Some of the biggest challenges she sees advisors facing today
• Why the first step to solving practice management challenges is to reframe the situation
• How 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 place
• Tips for advisors to help manage the personal part of taking a step back
• Advice for advisors, to make blueprinting a successful process
• How advisors can establish a better connection with the next generation of their clients’ families
• How she has helped advisors with the transition to finding the right firm to partner with
• And more

Resources:

• FIG Symposium 2023
• Carson Coaching Family Summit Planning Guide and Toolkit

Connect with Jamie Hopkins and Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Jamie Hopkins
• LinkedIn: Ana Trujillo Limón

Connect with Tammy Breitenbach:

• Carson Coaching
• LinkedIn: Tammy Breitenbach
• Twitter: @tlb_breitenbach

About 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.