Episode 126

full
Published on:

13th Dec 2021

The State of the Financial Planning Industry with Jamie Hopkins

The state of the financial planning industry is slowly starting to change and here to talk with us more about that today is Jamie Hopkins. 

Jamie is the Managing Partner of Wealth Solutions at Carson Group, as well as a nationally recognized writer, educator, and a regular contributor for Forbes, InvestmentNews and MarketWatch.

Today he will be sharing with you about where he thinks the financial planning industry is heading, what he thinks of the financial advisors nowadays and many other important topics. 

Highlights

>> Jamie’s background 

>> What excites Jamie the most about the future of financial planning 

>> What Jamie is seeing from financial advisors 

>> How Jamie thinks we can get win-win situations for both the client and the advisor 

>> Jamie’s life as a father

>> Jamie’s final advice for you

Connect with Jamie

>> Website (https://bit.ly/3GA8OFF)

>> Twitter (https://bit.ly/30dLKgn)

>> Instagram (https://bit.ly/3ICClAg)

>> LinkedIn (https://bit.ly/3pIRbN5)

If you loved this episode, you have to listen to these episodes as well: 

>> Finding Your Niche and Doing What you Love with Jannese Torres-Rodriguez (https://apple.co/3ccsMsJ)

>> Financial Planning is Personal and You should Start Now! (https://apple.co/31LXJ56)

>> Following your Passion & Growing Your Wealth with Modern Money’s Angela Moore (https://apple.co/3DIPmEO)


I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 


Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.