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Marketing & Business Development
Utilizing Assessments to Build the Right Culture and Team
The pandemic forced people to figure out what they wanted in their lives. Perhaps they got laid off, or perhaps they decided their job wasn’t for them. This is in…
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Marketing & Business Development
The 6 Types of Advisors Who Should Attend Excell 2021
Whether you’re looking for career inspiration, insight into where the industry is now and where it’s headed, or practical tips on specific topics, Excell is a must-attend conference for advisors.…
Podcast
Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements
On today’s episode of Framework, Jamie talks with Phyllis Borzi, Former Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA) during the Obama administration. Phyllis is the champion…
Coaching
Money in Movement: Add More Value in Times of Transition
I’m not sure anyone could count the number of related cause-and-effect relationships that transpired due to the pandemic. But there is one thing I’m certain of: Every day during the…
Podcast
Dr. Nii Darko: The Ups and Downs of the Health System
On today’s episode of Framework, Jamie talks with Dr. Nii Darko, a trauma surgeon and the host of Docs Outside the Box Podcast. Dr. Nii Darko has always been a…
Practice Management
The Role of Life Insurance in Your Clients’ Financial Plans
Do your clients have somebody they love that will suffer financially if they are no longer around? Jamie Hopkins was that somebody at age 8. In a recent webinar we…
Podcast
Nancy Davis: Rethinking Risk and Building a Business
In today’s episode of Framework, Jamie talks with Nancy Davis, Fixed Income Manager and Founder of Quadratic Capital Management. Nancy began her career at Goldman Sachs where her work with…
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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