One year after joining Carson Group as director of retirement research, Jamie Hopkins has taken on an additional role at the firm: managing director of Carson Coaching.
Prior to joining Carson Group in January 2019, Hopkins was an associate professor of taxation in The American College of Financial Services’ retirement income program.
Scott Conroy, a Carson Group managing partner who “heads up our whole partnership offering,” had been leading both Carson Coaching and the firm’s partnership business, Hopkins told ThinkAdvisor in a phone interview Wednesday. However, as the number of partners has grown, Carson Group decided it would be best to now have separate managers focus on Carson Coaching and Carson Partners, Hopkins said.
Explaining his vision for Carson Coaching, Hopkins said: “We really just kind of want to be recognized in the future” as the firm that financial service professionals turn to when they want to grow their business and achieve scale. Right now, it’s generally recognized as one of the top three coaching firms in the industry, he noted. However, “my goal is, in the next couple of years, just to be recognized … just kind of as the top one,” he said.
“Carson Coaching has the best coaches I have seen in the business,” Hopkins said in a statement. “Our knowledge and proven processes help our advisors scale and grow their business so that the advisor can run the business, instead of having it run them.”
The Carson Coaching program, founded in 1993, has about 1,200 members and 5,000 graduates. It was “designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and accountability that drive proven results,” according to the firm. (Prior to 2017, it was known as Peak Coaching.)
“The financial services industry, as it evolves with new business models and new technology, is certainly an environment ripe with remarkable opportunity,” according to Aaron Schaben, president of Carson Group.
“But it’s not immune from challenges. Which is where a trusted business coach is invaluable — they can come along beside you and provide the advice, support and fresh ideas to help guide your business forward and make strategic decisions about the future of your firm,” Schaben explained in a statement.
“Jamie will be a visionary leader for our longstanding coaching program, and just what advisors need in this new decade,” he added.
Carson Group also says it is expanding the coaching team to 10 people by adding two industry leaders: Craig W. Lemoine and Preston D. Cherry.
Lemoine has worked and taught in wealth and risk management for more than 20 years and helped develop several advanced financial planning designations; he currently directs the financial planning program at the University of Illinois.
Cherry is completing his doctorate at Texas Tech University and will “help advisors build holistic planning practices and focus on high-income earners but low asset clients through scalable fee-only processes,” according to Carson Group.
Overall, Carson Group works with about $12 billion in assets under management and 31,000 families.
Check out our webinar, Understanding the SECURE Act – What Your Clients Need to Know, with Jamie Hopkins and other retirement experts at 2 p.m. on Feb. 13.
— By Jamie Hopkins on ThinkAdvisor: