Market In Motion Podcast For Financial Advisors

Your clients need a plan for their digital assets – and Jamie is the expert to help you get the conversation started Jamie Hopkins is the Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor for Forbes, InvestmentNews, and MarketWatch.  In this episode, Jamie joins host Mike Woods in a discussion about digital assets – an increasingly important aspect of the estate planning process. It’s crucial for advisors to understand why their clients need to take their digital assets into consideration as they plan their estates. Don’t miss this podcast if you’re curious about digital assets, including: Why the digital assets you don’t consider—including email, social media accounts, websites, bank accounts, and more—might be the most important  Why leaving them out of your planning can result in identity theft and issues with succession planni