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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

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Renee Baker: Amplifying the Voices of Diversity in Financial Services

On today’s episode of Framework, Jamie chats with Renee Baker, Head of PCG Advisor Inclusion Networks at Raymond James, Renee Baker.  Before joining Raymond James, Renee was a Chief Marketing…

Podcast

Dr. Anthony Chan: Creating an Impact through Public Speaking

On today’s episode of Framework, Jamie chats with Dr. Anthony Chan, the former chief economist at JPMorgan Wealth Management. During his nearly 40 years of financial industry experience, Dr. Chan…

Podcast

Darla Mercado: Conscientious Financial Journalism for Advisors

On today’s episode of Framework, Jamie chats with Darla Mercado, markets editor for CNBC.com. Darla is a journalist-turned-financial planner who covered the financial advisor industry as a journalist before becoming…

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