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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Delegation FTW: Using AI for Routine Communication Tasks
Generative AI is increasingly being used by knowledge workers—like financial advisors. In a recent episode of Facts vs Feelings, Carson’s Chief Strategy Officer Dani Fava noted that 78% of …
Blog
The Case for a Diverse Workplace as a Business Driver
Workplace diversity is often focused on gender and ethnicity—like achieving balanced representation of men and women or reflecting the demographics of a firm’s local community or customer base. Yet …
Blog
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Ever wondered why clients resist making financial decisions during life’s biggest changes? It’s by focusing on change management and behavioral finance strategies. Erin Wood, Senior Vice President of Financial …
Blog
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant …