Sovereign Investment Group Founder and Carson Partner Ted DeLisi sat down with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, to discuss what “True Wealth” means to them.
Recent Posts
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Things to Consider When Finetuning Your Processes
I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …
Blog
For Women in Wealth Management, Practice Makes Perfect for Prospecting
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The …
Blog
How to Find an Advisor Back Office Solution that Works for Your Firm
As an advisor, your time is best spent on activities that grow your practice and use your core skills, like networking, meeting with clients and handling their financial planning. …
Blog
How Women Advance (and Don’t) in Wealth Management
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The …