How has your firm given back to your community?

In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, engage in discussions with three exceptional individuals who have made a significant impact in their communities. Joining the conversation are John Parsons, Managing Partner and Wealth Advisor, Parsons Wealth, Abbey Henderson, CEO, Wealth Advisor & Coach, Abaris Financial Group, and Ty Bongiovanni, Senior Vice President, Wealth Advisor at Nesso Wealth. Each of them shares their inspiring stories in three separate interviews, highlighting their remarkable contributions to the community.

John, Abbey, and Ty discuss: 

  • John’s heartfelt approach to instilling kindness while teaching high school students
  • How John establishes meaningful connections with the high school seniors during his financial education sessions
  • Why the type of impact work John does is important to him and how it’s making a positive impact at his firm
  • The significance of the impactful work John carries out and its positive effects on his firm
  • Abbey’s considerations when selecting charitable organizations and nonprofits to collaborate with
  • Abbey’s valuable advice to firms considering the certified B Corp route
  • Ty’s lesson about how we can still control our reactions even when we can’t control everything that happens to us
  • The remarkable impact of Nesso Group’s growth on their team and stakeholders, enabling them to extend their assistance to more individuals in need
  • A heartfelt reflection on what finding freedom means to them personally
  • And more

Resources:

Connect with Jamie Hopkins and Ana Trujillo Limón: 

Connect with John Parsons:

Connect with Abbey Henderson:

Connect with Ty Bongiovanni:

 

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

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