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Renee Baker: Amplifying the Voices of Diversity in Financial Services

Posted on September 27, 2021
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…
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Coaching

How to Dislodge From a Performance Plateau

By: Tammy Breitenbach
From my personal annals of Most-Frequent Owner Managerial Conundrums: “How do I motivate a plateaued high performer?” Maybe your former rock star performer is stranded on a lonely plateau not…
Podcast

Dr. Anthony Chan: Creating an Impact through Public Speaking

By: Jamie Hopkins
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

By: Jamie Hopkins
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…
Coaching

Referrals: The Residual Benefit of Client Advisory Councils

By: Gerry Herbison
One of the best ways to make improvements to your branding, client experience and value proposition is to get input from the experts – your clients. As a Carson Coaching…
Podcast

Ksenia Yudina: Fintech for Resilience and Inclusion

By: Jamie Hopkins
On today’s episode of Framework, Jamie chats with Ksenia Yudina, CEO and founder of UNest. Growing up in Russia, Ksenia had a pre-planned path: to study and to eventually work…
Marketing & Business Development

From Motivation to Vacation: Take Your Excell Experience to a New Level

By: Cameron Carlow
Here’s an insider tip on Excell 2021: The conference starts on a Tuesday and ends on Thursday evening. Why does that matter? Well, you can come early or stay late…
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