Oct 4, 2022
Ana Limon and Jamie Hopkins from Carson Group join us to discuss the future of the financial planning profession, their partnership with FPA, and how they're coaching financial planners, financial advisors, and investment advisory firms to better serve their clients and advance the profession.
Ana Limon - https://www.linkedin.com/in/anatlimon/
Jamie Hopkins - https://www.linkedin.com/in/jamie-hopkins-esq-llm-cfp%C2%AE-chfc%C2%AE-clu%C2%AE-ricp%C2%AE-022a502a
Carson Group - https://www.linkedin.com/company/carsongroupllc/
Ana Limon - https://twitter.com/AnaT_Edits
Jamie Hopkins - https://twitter.com/RetirementRisks
Carson Group's Podcast: