The state of the financial planning industry is slowly starting to change and here to talk with us more about that today is Jamie Hopkins.
Jamie is the Managing Partner of Wealth Solutions at Carson Group, as well as a nationally recognized writer, educator, and a regular contributor for Forbes, InvestmentNews and MarketWatch.
Today he will be sharing with you about where he thinks the financial planning industry is heading, what he thinks of the financial advisors nowadays and many other important topics.
>> Jamie’s background
>> What excites Jamie the most about the future of financial planning
>> What Jamie is seeing from financial advisors
>> How Jamie thinks we can get win-win situations for both the client and the advisor
>> Jamie’s life as a father
>> Jamie’s final advice for you
Connect with Jamie
>> Website (https://bit.ly/3GA8OFF)
>> Twitter (https://bit.ly/30dLKgn)
>> Instagram (https://bit.ly/3ICClAg)
>> LinkedIn (https://bit.ly/3pIRbN5)
If you loved this episode, you have to listen to these episodes as well:
>> Finding Your Niche and Doing What you Love with Jannese Torres-Rodriguez (https://apple.co/3ccsMsJ)
>> Financial Planning is Personal and You should Start Now! (https://apple.co/31LXJ56)
>> Following your Passion & Growing Your Wealth with Modern Money’s Angela Moore (https://apple.co/3DIPmEO)
I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.
Let’s Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)
Want to chat with a fee-only financial planner? Shoot me an email at firstname.lastname@example.org Can’t wait to meet you.