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

Technology, Relationships and Disruption with Anthony Stich

On today's episode of Framework, Jamie Hopkins talks with Anthony Stich, COO of Advicent, a Milwaukee-based financial services firm. Anthony’s journey into financial planning is a bit unusual. Starting out…

Podcast

Social Security and Navigating Evolving Financial Environments with Mary Beth Franklin

This week, Jamie Hopkins talks with Mary Beth Franklin.  Mary Beth is a thought leader in the world of retirement planning and a financial writer at Investment News. As a…

Podcast

Rethinking Fees and Challenging the Status Quo with Rick Ferri

This week, Jamie Hopkins talks with Rick Ferri, a CFA who is rethinking the way we charge clients and how we provide service as financial professionals. Rick went from the…

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