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With Jamie Hopkins and Ana Trujillo Limón

Join Jamie and Ana every week as they explore 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.

Subscribe to the Framework Podcast

With Jamie Hopkins and Ana Trujillo Limón

Join Jamie and Ana every week as they 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.

Subscribe to the Framework Podcast

With Jamie Hopkins and Ana Trujillo Limón

Join Jamie and Ana every week as they 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

Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity

How has Dr. Terrence Martin's experience in financial planning influenced his research in financial education? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, …

Podcast

Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning

Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University, and author, Miranda Reiter, Ph.D., CFP®. In …

Podcast

Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration

Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping our industry, market trends, and …

Latest Episodes

Podcast

Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity

How has Dr. Terrence Martin's experience in financial planning influenced his research in financial education? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, …

Podcast

Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning

Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University, and author, Miranda Reiter, Ph.D., CFP®. In …

Podcast

Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration

Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping our industry, market trends, and …

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