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The Advisor Development Show is a digital mastermind network for the best financial professionals across the country. Join your host, Karl Hoover, as he interviews the brightest minds across the financial landscape every episode.

Karl has been with Financial Independence Group for more than 20 years and is a senior vice president who enjoys leading advisors through the the worlds of marketing, practice management, product R&D and the various challenges financial professionals face trying to grow and maintain their practices.

This show is all about sharing ideas and experiences to help you overcome obstacles and become a better financial professional.

Contact: https://www.teamhoover.figmarketing.com

800-527-1155 or teamhoover@figmarketing.com

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

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

Jan 19, 2023

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.

 

Here’s some of what you’ll learn from this episode:

  • How his life changed at 8 years old when his dad died unexpectedly. (4:13)
  • His experience with Carson Group and the role he’s taken on. (9:36)
  • The philosophy of Carson Coaching and what they strive to provide advisors. (15:00)
  • What the designations behind his name mean to him and the one designation he would recommend. (19:07)
  • The qualities you should look for in a financial coach. (24:04)
  • What the process for Carson Coaching looks like and what you can expect for each service level. (27:13)
  • What his experience has been like hosting the Framework podcast and which guests he’s really enjoyed. (35:21)
  • The details behind his new book, Find Your Freedom. (40:38)
  • The life lesson Jamie wants to share today. (45:44)

 

ABOUT OUR GUEST: 

https://www.jamiehopkins.com/

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

https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846

 

GET MORE INFORMATION: https://advisordevelopmentshow.com/