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The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)
Advisor success often leads to new problems:
For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process.
By delegating, coaching, and offering your expertise in certain areas to new hires, you can sit back and focus on the aspects that matter, bringing in new prospects and managing the business the way you see fit.
In this episode, Brad Swineheart speaks with the managing partner of wealth solutions at Carson Group, Jamie Hopkins. Jamie explains how growing a business starts with handing off jobs to employees while detailing the value of failing to grow and succeed.
Jamie discusses:
Connect with Jamie Hopkins:
Connect with WhiteGlove:
About Our Guest:
Jamie Hopkins is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.
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By Brad Swineheart
4.5
88 ratings
Advisor success often leads to new problems:
For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process.
By delegating, coaching, and offering your expertise in certain areas to new hires, you can sit back and focus on the aspects that matter, bringing in new prospects and managing the business the way you see fit.
In this episode, Brad Swineheart speaks with the managing partner of wealth solutions at Carson Group, Jamie Hopkins. Jamie explains how growing a business starts with handing off jobs to employees while detailing the value of failing to grow and succeed.
Jamie discusses:
Connect with Jamie Hopkins:
Connect with WhiteGlove:
About Our Guest:
Jamie Hopkins is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.