![Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity](https://www.securermd.com/wp-content/uploads/2023/09/Terrance-Martin.png)
Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity
How has Dr. Terrence Martin’s experience in financial planning influenced his research in financial...
![Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning](https://www.securermd.com/wp-content/uploads/2023/09/Miranda-Reiter.png)
Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning
Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor...
![Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration](https://www.securermd.com/wp-content/uploads/2023/09/Kenneth-W.-Gronbach.png)
Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration
Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial...
![Vanessa N. Martinez: Empowering Latinos In Finance Through Community](https://www.securermd.com/wp-content/uploads/2023/09/Vanessa-N.-Martinez.png)
Vanessa N. Martinez: Empowering Latinos In Finance Through Community
Building a sense of community within the financial services industry fosters an environment where...
![Martin Seay, Ph.D., CFP®: Connecting Students with the Financial Planning Industry](https://www.securermd.com/wp-content/uploads/2023/08/Martin-Seay.png)
Martin Seay, Ph.D., CFP®: Connecting Students with the Financial Planning Industry
The world of financial planning has changed significantly, attracting a new generation of people...
![Chloé A. Moore: Empowering The Next Generation](https://www.securermd.com/wp-content/uploads/2023/08/Chloe-Moore.png)
Chloé A. Moore: Empowering The Next Generation
Are unpaid internships holding back the next generation? In this episode, Jamie Hopkins and...
![Mac Gardner: Financial Education, Networking & Fundraising](https://www.securermd.com/wp-content/uploads/2023/08/Mac-Gardner.png)
Mac Gardner: Financial Education, Networking & Fundraising
How important are networking and fundraising skills in the financial services industry? Today’s guest,...
Julie Ragatz & Kellan Brown: Growing Through Mentorship
Who was your mentor who got you to where you are today? In this...
![John Parsons, Abbey Henderson & Ty Bongiovanni: Giving Back To The Community](https://www.securermd.com/wp-content/uploads/2023/07/John-Parsons-Abbey-Henderson-Ty-Bongiovanni.png)
John Parsons, Abbey Henderson & Ty Bongiovanni: Giving Back To The Community
How has your firm given back to your community? In this episode, Jamie Hopkins,...
![Brent Petty: Thriving in Retirement Planning](https://www.securermd.com/wp-content/uploads/2023/07/Brent-Petty.png)
Brent Petty: Thriving in Retirement Planning
As financial advisors, it’s important to think about the impact you have not just...
![Austin Hatch: Overcoming Adversity](https://www.securermd.com/wp-content/uploads/2023/07/Austin-Hatch.png)
Austin Hatch: Overcoming Adversity
How can adversity lead to success? In this episode, Jamie Hopkins, Managing Partner of...
![Will Morales and Ron Carson: Health, Happiness & Resilience](https://www.securermd.com/wp-content/uploads/2023/07/Will-Morales-Ron-Carson.png)
Will Morales and Ron Carson: Health, Happiness & Resilience
What money, health, happiness, and resiliency have in common is that we can’t do...
![Mike Erwin: Leadership, Solitude & Human Skills](https://www.securermd.com/wp-content/uploads/2023/07/Mike-Erwin.png)
Mike Erwin: Leadership, Solitude & Human Skills
Are you struggling to find your footing as a leader? Do you find yourself...
![Alana Macy and Amy Noel: Building a Successful Firm](https://www.securermd.com/wp-content/uploads/2023/06/Alana-Macy-Amy-Noel.png)
Alana Macy and Amy Noel: Building a Successful Firm
Have you ever thought about starting a family business? In this episode, Jamie Hopkins,...
![Anna N’Jie-Konte and Keith Beverly: Merging Firms and Closing the Racial Wealth Gap](https://www.securermd.com/wp-content/uploads/2023/06/Anna-NJie-Konte-Keith-Beverly.png)
Anna N’Jie-Konte and Keith Beverly: Merging Firms and Closing the Racial Wealth Gap
If one person can break the cycle of poverty and dysfunctional money management in...
![Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions](https://www.securermd.com/wp-content/uploads/2023/06/Gregg-Johnson-Michael-Belluomini.png)
Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions
What’s new in the mergers and acquisitions space? In this episode, Jamie Hopkins, Managing...