Jamie Hopkins

Blog Business Management

Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity

Posted on September 25, 2023
How has Dr. Terrence Martin’s experience in financial planning influenced his research in financial education? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, …

Blog Business Management

Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning

Posted on September 18, 2023
Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University, and author, Miranda Reiter, Ph.D., CFP®. In …

Blog Business Management

Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration

Posted on September 12, 2023
Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping our industry, market trends, and …
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