Welcome to the second episode of the Diversity in Action™ podcast Season 2!
Joining us in this episode is Dr. Julie Ragatz and Jamie Hopkins from Carson Group, a renowned organization dedicated to empowering young financial advisors and fostering career growth. Dr. Julie Ragatz leads Carson Group's Next Gen program, which provides valuable support to young professionals in the financial industry. Jamie Hopkins, the managing partner of Wealth Solutions at Carson Group, brings a wealth of experience as a finance professor, author, podcaster, and co-founder of the FinServ Foundation.
In this episode, they discuss the importance of diversity and inclusion, highlighting programs such as internships, mentorship, and scholarships that foster growth. The conversation touches on Carson Group's Next Gen program, the Partner Development Program, and initiatives like Finserve.
Join the conversation as they share their experiences and insights on creating a more inclusive industry.
Episode Highlights:
>> Backgrounds and career progression of Dr. Ragatz and Jamie Hopkins
>> The Partner Development Program by Carson Group
>> Challenges and opportunities in the financial planning industry
>> The need for increased representation of women and minorities in the financial planning industry
>> FinServe program supporting students
>> Jamie promotes her book, "Find Your Freedom: Financial Planning for a Life on Purpose”
Episode Sponsor:
This episode is brought to you by Schwab Advisor Services, in partnership with the Charles Schwab Foundation, which has been supporting firms for over 30 years. They focus on a client-first mentality and offer a perfect blend of personalization and technology. Through their University Grant Program, they have provided over $19 million in funding to universities and institutions since 2007. The goal is to support universities and organizations that can benefit from Schwab's involvement while developing high-quality talent for independent advisors to hire. For more information, visit schwab.com.
Connect with Dr. Julie:
>> LinkedIn | Julie Ragatz, Ph.D
>> Carson Group Website | www.carsongroup.com
>> Twitter | @Dr_JulieFinServ
Connect with Jamie:
>> LinkedIn | www.linkedin.com/in/jamiehopkinsfinancialservices
>> FinServ Website | finservfoundation.org/
>> Jamie’s Website | www.jamiehopkins.com/
Resources Mentioned in the Episode:
>> BLX Internship
>> ABACUS Wealth Partners
Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.
It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!
Diversity in Action™ is a project of BLX Internship - a program for aspiring black and Latinx financial planners. Visit our website at www.blxinternship.org
