Kellan Brown's guest appearances

Kellan Brown

Top Advisor Marketing Podcast

Framework with Jamie Hopkins & Ana Trujillo Limón

OwlTail

Julie Ragatz

Who was your mentor who got you to where you are today?In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs, and Kellan Brown, Chief Growth Officer at Income Lab, about the importance of mentorship in the financial services industry. The conversation touches on personal money memories, favorite foods, and the qualities of a good mentor. They discuss the structured mentorship program implemented by FinServ Foundation and the benefits of mentorship for both mentors and mentees.Julie and Kellan discuss: The importance of mentorship in shaping careersThe growth and success of the FinServ FoundationThe benefits of mentorship for individuals and companiesQualities of a good mentor and the impact of mentorship on mentors and menteesDelivering tough conversations in an empowering wayLessons learned from leadership and the value of trustPaying it forward and supporting young professionals in the financial services industryTheir definition of freedom and equipping children with resilience.And moreResources:Framework: What It Takes to Find Financial FreedomFinservfoundation.orgThe Money Pit Official TrailerThe Go-Giver by Bob BurgIncomelaboratory.comConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Julie Ragatz:Carson Group LLCFinServ FoundationLinkedIn: Julie RagatzConnect with Kellan Brown:Income LabFinServ FoundationLinkedIn: Kellan BrownAbout our Guests: Across three different industries Kellan Brown has experienced a dynamic difference in culture, personality, and strategy. Utilizing these experiences and being able to shift in this everchanging world, has given her an advantage to build effective, purpose-driven organizations, with partnerships that have elevated each company and executive team she has worked with. Kellan attributes her proven success to her ability to build effective networks while also mentoring the next generation of great minds.Julie Ragatz, Ph.D is the VicePresident, Next Gen and Advisor Development Programs at Carson Group, and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University.

Who was your mentor who got you to where you are today? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs, and Kellan Brown, Chief Growth Officer at Income Lab, about the importance of mentorship in the financial services industry. The conversation touches on personal money memories, favorite foods, and the qualities of a good mentor. They discuss the structured mentorship program implemented by FinServ Foundation and the benefits of mentorship for both mentors and mentees. Julie and Kellan discuss:  <ul><li>The importance of mentorship in shaping careers</li><li>The growth and success of the FinServ Foundation</li><li>The benefits of mentorship for individuals and companies</li><li>Qualities of a good mentor and the impact of mentorship on mentors and mentees</li><li>Delivering tough conversations in an empowering way</li><li>Lessons learned from leadership and the value of trust</li><li>Paying it forward and supporting young professionals in the financial services industry</li><li>Their definition of freedom and equipping children with resilience.</li><li>And more</li></ul> Resources: <ul><li><a href="https://www.carsongroup.com/insights/blog/framework-what-it-takes-to-find-financial-freedom/" rel="nofollow" target="_blank">Framework: What It Takes to Find Financial Freedom</a></li><li><a href="https://finservfoundation.org/" rel="nofollow" target="_blank">Finservfoundation.org</a></li><li><a href="https://www.youtube.com/watch?v=TLLQquBdU8M&amp;ab_channel=RottenTomatoesClassicTrailers" rel="nofollow" target="_blank">The Money Pit Official Trailer</a></li><li><a href="https://www.amazon.com/Go-Giver-Expanded-Little-Powerful-Business/dp/1591848288/ref=tmm_hrd_swatch_0?_encoding=UTF8&amp;qid=&amp;sr=" rel="nofollow" target="_blank">The Go-Giver by Bob Burg</a></li><li><a href="https://incomelaboratory.com/" rel="nofollow" target="_blank">Incomelaboratory.com</a></li></ul> Connect with Jamie Hopkins and Ana Trujillo Limón:  <ul><li><a href="https://www.carsongroup.com/" rel="nofollow" target="_blank">Carson Group LLC</a></li><li><a href="https://www.linkedin.com/in/jamiehopkinsfinancialservices/" rel="nofollow" target="_blank">LinkedIn: Jamie Hopkins</a></li><li><a href="https://www.linkedin.com/in/anatlimon/" rel="nofollow" target="_blank">LinkedIn: Ana Trujillo Limón</a></li></ul> Connect with Julie Ragatz: <ul><li><a href="https://www.carsongroup.com/" rel="nofollow" target="_blank">Carson Group LLC</a></li><li><a href="https://finservfoundation.org/" rel="nofollow" target="_blank">FinServ Foundation</a></li><li><a href="https://www.linkedin.com/in/julie-ragatz-ph-d-2a40b826/" rel="nofollow" target="_blank">LinkedIn: Julie Ragatz</a></li></ul> Connect with Kellan Brown: <ul><li><a href="https://incomelaboratory.com/" rel="nofollow" target="_blank">Income Lab</a></li><li><a href="https://finservfoundation.org/" rel="nofollow" target="_blank">FinServ Foundation</a></li><li><a href="https://www.linkedin.com/in/kellanvanbrown/" rel="nofollow" target="_blank">LinkedIn: Kellan Brown</a></li></ul> About our Guests: Across three different industries Kellan Brown has experienced a dynamic difference in culture, personality, and strategy. Utilizing these experiences and being able to shift in this everchanging world, has given her an advantage to build effective, purpose-driven organizations, with partnerships that have elevated each company and executive team she has worked with. Kellan attributes her proven success to her ability to build effective networks while also mentoring the next generation of great minds. Julie Ragatz, Ph.D is the VicePresident, Next Gen and Advisor Development Programs at Carson Group, and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University.

Julie Ragatz & Kellan Brown: Growing Through Mentorship

If we’re lucky, we’ve had help from a trusted guide at some point. A mentor who’s helped us become the person and professional we are today.Now, are you thinking about paying it forward through your practice?

If we’re lucky, we’ve had help from a trusted guide at some point. A mentor who’s helped us become the person and professional we are today. Now, are you thinking about paying it forward through your practice?