Terence ‘Bud’ Crawford: Fighting for Change
Ranked one of the world’s best pound-for-pound boxers, Terence “Bud” Crawford was born to...
Burt White: The New Currency is Human
Here’s today’s embed code: Carson Group is redefining how the financial advice industry thinks...
Bonnie Treichel: How to Enter the 401(k) Space
The House of Representatives just passed the Securing a Strong Retirement Act, or SECURE...
Framing the Issue: Craig Lemoine on the Path to the Advice Profession
For many, the path to financial services happens by accident, often as part of...
Bill Crager: Introducing Informed Financial Choices to a Broader Population
In this episode, Jamie and Ana talk with Bill Crager, co-founder and Chief Executive...
Investing in Socially and Environmentally Conscious Ideals
Sustainable and socially conscious investing is not a new concept, but it’s gained traction...
Janet Alvarez: Understanding Debt, Personal Finance and Sincerity in Financial Journalism
In this episode, Jamie and Ana talk with Janet Alvarez, veteran financial journalist...
Edgar Villanueva: Decolonizing Wealth and Wealth Management
In this episode, Jamie and Ana talk with Edgar Villanueva, founder of the...
Zach and Michael Conway: Aligning Life and Wealth In Investing
In this episode, Jamie and Ana talk with Zach and Michael Conway from...
Gabe Rissman: How ESG Creates Impact for Clients
In this episode, Jamie and Ana talk with Gabe Rissman, co-founder and President...
Jay Lipman: How to Talk About ESG With Clients
In this episode, Jamie and Ana talk with Jay Lipman, co-founder and President...
Sarah Kjellberg: Pushing the Industry Toward a More Sustainable Future
In this episode, Jamie and Ana talk with Sarah Kjellberg, Head of Sustainable...
Sonya Dreizler & Liv Gagnon: Bringing Diverse Perspectives into the Spotlight
Getting other people’s perspectives is essential to nurturing and growing our society. We...
Anders Jones: Holistic Financial Services and Achieving Client Success
In this episode, Jamie Hopkins and Ana Trujillo Limon talk to Anders Jones,...
Scott Harrison: Bringing Clean Water to the World
In this episode, Jamie Hopkins talks with Scott Harrison, founder and CEO of...
Erin Wood: Personal Finance From One Generation to Another
n this episode, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood,...
