Subscribe to the Framework Podcast

Join Managing Director of Carson Coaching Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, every week as he explores the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.

The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.

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Latest Episodes

Podcast

Building Relationships and Being Kind to Yourself with Nina O’Neal

In today’s episode of Framework, Jamie talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, as well as the founder of Female Advisor Network. Nina never…

Podcast

Retirement Income Planning and Creating Educated Clients with Christine Benz

In today’s episode of Framework, Jamie talks with Christine Benz, Morningstar's director of personal finance. Christine has worked with Moringstar for 25 years and focuses on retirement income planning. She…

Podcast

Building a Technology Strategy and Pushing Financial Planning Into the Future with Joel Bruckenstein

In today’s episode of Framework, Jamie talks with Joel Bruckenstein, the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors. Joel also runs the…

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