Who was your mentor who got you to where you are today?

In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs, and Kellan Brown, Chief Growth Officer at Income Lab, about the importance of mentorship in the financial services industry. The conversation touches on personal money memories, favorite foods, and the qualities of a good mentor. They discuss the structured mentorship program implemented by FinServ Foundation and the benefits of mentorship for both mentors and mentees.

Julie and Kellan discuss: 

  • The importance of mentorship in shaping careers
  • The growth and success of the FinServ Foundation
  • The benefits of mentorship for individuals and companies
  • Qualities of a good mentor and the impact of mentorship on mentors and mentees
  • Delivering tough conversations in an empowering way
  • Lessons learned from leadership and the value of trust
  • Paying it forward and supporting young professionals in the financial services industry
  • Their definition of freedom and equipping children with resilience.
  • And more

 

Resources:

Connect with Jamie Hopkins and Ana Trujillo Limón: 

Connect with Julie Ragatz:

Connect with Kellan Brown:

About our Guests: 

Across three different industries Kellan Brown has experienced a dynamic difference in culture, personality, and strategy. Utilizing these experiences and being able to shift in this everchanging world, has given her an advantage to build effective, purpose-driven organizations, with partnerships that have elevated each company and executive team she has worked with. Kellan attributes her proven success to her ability to build effective networks while also mentoring the next generation of great minds.

Julie Ragatz, Ph.D is the VicePresident, Next Gen and Advisor Development Programs at Carson Group, and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University.

 

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.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …
Blog

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …
framework

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …
Blog

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

By: Jessica Harrington
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …
1 2 3 140