In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood, Senior Vice President for Financial Planning at Carson Group.

Erin oversees all financial advice avenues at Carson, including financial planning, trust services tax, and insurance. She is passionate about helping advisors become better and more empathetic advisors. According to Erin, making a dent and creating value for every client’s future financial life through conscientious financial planning is what makes a great advisor.

Erin talks with Jamie and Ana about establishing a first-generation financial plan, pushing for continual tech innovation in every firm, and staying accessible even in a successful advisor career.

Key Takeaways

  • The first step to being a financial advisor is to make money mistakes.
  • Being a present mother amid the busy life of a financial advisor.
  • The intersection of financial planning and behavioral finance.
  • How to learn to establish first-generation wealth security.
  • Taking a chance and landing an advisor position.
  • What made Erin decide to sell her advisory practice and join Carson.
  • Why financial advice is not one-size-fits-all.
  • Why choose Carson?
  • Why should every firm aim for continual tech innovation?
  • How can vulnerability build trust with clients?
  • How to help the second generation build and maintain financial security.
  • How to watch out for the next generation.
  • Why is education still the solution?
  • Erin’s favorite resources for career and personal development.
  • Why empathy is important in your career.

“If you’re giving the same advice to every single client because compliance told you to print that out, then you’re giving no advice to anyone.” – Erin Wood

“That is always the biggest issue, that advisors can’t help enough people because they don’t have enough time in the day to be able to do really good work.” – Erin Wood


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