“Once you get some success at something, you believe that you always have that success at it, and there’s actually not a lot of good research that proves that out.”
In this episode, Tom Hine speaks with Jamie Hopkins. Jamie is the Managing Partner of Wealth Solutions at Carson Group. They discuss misconceptions about facts, the danger of overconfidence, and the importance of knowing your goals.
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Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency.
What is SuccessionFit Podcast?
In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth.
Guest or topic suggestions: www.capitalwm.com/successionfit-podcast
Contact Tom: https://www.linkedin.com/in/hinetom/
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.