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What Thriving Advisors Understand: You’re in the Emotions Business
4 questions to start asking prospective clients now After reading the title of this blog, you might be thinking to yourself, “We don’t talk about emotions with clients!” And, if…
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Podcast
Financial Literacy and Pushing Through Barriers with David Rhoiney
In today’s episode of Framework, Jamie talks with Dr. David Rhoiney, a surgeon and the founder of SurgiFi, a personal finance site dedicated to helping people achieve financial independence. Growing…
Coaching
How to Manage Your Team Out of Crisis Mode and Beyond 2020
2020 was a cakewalk, right? Only if a cakewalk can be characterized by chaos, change, stress and challenges. Not much has been easy. If there is an upside, it is…
Podcast
Creating Value-Add Content and Educating Clients with Jason Ray
In today’s episode of Framework, Jamie talks with Jason Ray, the founder and CEO of Zenith Wealth Partners, a financial planning firm in Philadelphia. Jason and his team are also…
Coaching
How to Get the Most From Your Team: 5 Tips to Running a Successful Work Retreat
The New Year’s Eve ball drop in Times Square cued the singing of “Auld Lang Syne” and the start of a new year. “Should auld acquaintance be forgot, and never…
Podcast
Proactive Change and Decentralization with Douglas Boneparth
In today’s episode of Framework, Jamie talks with Douglas Boneparth, the author of The Millennial Money Fix and President of Bone Fide Wealth. Doug is a thought leader in the…
Coaching
5 Planning Points from the New Relief Package Advisors Should Cover with Clients
The new relief package has been signed into law, which means advisors will soon face questions from clients. Take advantage of this opportunity to proactively help them understand what this…
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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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