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Business Management
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 …
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Lauryn Williams: Teaching Young Professionals Financial Literacy
Lauryn Williams is a four-time Olympian and the first American woman to win medals in both the summer and winter games. When she retired from professional sports, she founded …
Business Management
My New Hire Isn’t Working Out…Now What?
Let me paint a picture: You recently hired someone who interviewed really well. They seemed incredibly competent, thoughtful and interested throughout the process. Any assessments you had them complete …
Podcast
Susan Thompson: Inspiring Fearless Women
“Fearless Girl" has been an inspiration to women since State Street Global Advisors first placed the statue in New York's financial district in 2017. This representation is one of …
Podcast
Toussaint Bailey: Aligning Values with Investment
Aligning investments with personal values is a passion for Toussaint Bailey, and it's the foundation of Uplifting Capital, the investment platform where he is founder and CEO. The firm …
Podcast
Framework: What It Takes to Find Financial Freedom
It's a special episode of the Framework podcast as host Jamie Hopkins and Carson Group founder Ron Carson celebrate the launch of their new book Find Your Freedom: Financial …
Podcast
Chris Schembra: Leveraging the Power of Gratitude
When Chris Schembra hosted a dinner party to show off his new pasta sauce recipe, he had no idea the conversation would lead him down a new career path. …
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