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

<p>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.</p> <p> </p> <p><strong>Here’s some of what you’ll learn from this episode:</strong></p> <ul> <li>How his life changed at 8 years old when his dad died unexpectedly. <strong><em>(4:13)</em></strong></li> <li>His experience with Carson Group and the role he’s taken on. <strong><em>(9:36)</em></strong></li> <li>The philosophy of Carson Coaching and what they strive to provide advisors. <strong><em>(15:00)</em></strong></li> <li>What the designations behind his name mean to him and the one designation he would recommend. <strong><em>(19:07)</em></strong></li> <li>The qualities you should look for in a financial coach. <strong><em>(24:04)</em></strong></li> <li>What the process for Carson Coaching looks like and what you can expect for each service level. <strong><em>(27:13)</em></strong></li> <li>What his experience has been like hosting the Framework podcast and which guests he’s really enjoyed. <strong><em>(35:21)</em></strong></li> <li>The details behind his new book, <em>Find Your Freedom.</em> <strong><em>(40:38)</em></strong></li> <li>The life lesson Jamie wants to share today<strong><em>. (45:44)</em></strong></li> </ul> <p> </p> <p><strong>ABOUT OUR GUEST: </strong></p> <p><a href= "https://www.jamiehopkins.com/">https://www.jamiehopkins.com/</a></p> <p><a href= "https://www.carsongroup.com/framework/">https://www.carsongroup.com/framework/</a></p> <p><a href= "https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846"> https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846</a></p> <p> </p> <p><strong>GET MORE INFORMATION: <a href= "https://advisordevelopmentshow.com/">https://advisordevelopmentshow.com/</a> </strong></p>