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
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
Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial...
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
The world of financial planning has changed significantly, attracting a new generation of people...
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
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
How has your firm given back to your community? In this episode, Jamie Hopkins,...
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
How can adversity lead to success? In this episode, Jamie Hopkins, Managing Partner of...
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
Are you struggling to find your footing as a leader? Do you find yourself...
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
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
What’s new in the mergers and acquisitions space? In this episode, Jamie Hopkins, Managing...
