Jamie Hopkins is the Managing Partner of Wealth Solutions for Carson Group and is a Finance Professor of Practice at Creighton University’s Heider College of Business. He is the author of Rewirement: Rewiring The Way You Think About Retirement and Find Your Freedom: Financial Planning for a Life on Purpose. Jamie is a nationally recognized writer and researcher and has been published in dozens of financial, educational, and legal journals. He’s developed educational materials for The American College’s CFP, CLU, ChFC, and RICP programs as well as being a regular contributor to Forbes. He has been featured on Wall Street Journal podcasts, NPR radio, Fox radio, and is the host of the Framework Podcast.
In this episode…How can you earn your clients’ trust after it’s been broken by a Ponzi scheme? When common misconceptions and bias get in the way, is it possible to show people actionable solutions to their financial needs?
While niche marketing may not be for everyone, Jamie Hopkins takes a constructive approach to client relationships. By narrowing down the pain point of the client and showcasing upfront solutions, your client can feel content and happier when presented with a compensation model. As an agent, preparing clients for their financial future shouldn’t be stressful. Through education and preparation, you can be better equipped to provide the best solution to their financial needs. Jamie is helping to monetize and reshape how to plan for retirement. Listen to this episode for all of the details.
In this episode of Advisor Today, Chris Gandy sits down with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, to discuss retirement planning in a crowded industry. Jamie talks about evolving to meet client needs, being an advocate for retirement planning, and increasing your footprint within the industry through credibility.