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The Profession of Financial Planning and Writing About Retirement with Robert Powell

Posted on November 23, 2020
In today’s episode of Framework, Jamie talks with Robert Powell. Robert, sometimes known as ‘Mr. Retirement’, is a financial writer who is currently running Retirement Daily at The Street. Over…
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Coaching

How You and Your Advisory Firm Can Achieve More Through Blueprinting

By: J.J. Peller
Think about the most inspiring leaders you know. They tend to be passionate about the possibilities of the future. They’re usually optimistic and hopeful about what’s to come. Great leaders…
Podcast

Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Lazetta Braxton. Lazetta has been deeply involved with the CFP industry for a long time. She’s on the board for AAAA Foundation…
Podcast

Protecting Opportunity Cost and Building SaaS Products with Brian Ross

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Brian Ross. Brian is the CEO of Fix Flyer, a FinTech company that’s helping wealth managers work smarter. Brian grew up in…
Practice Management

How the Results of the Election Could Impact the Markets and Financial Planning

By: Scott Kubie
The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only…
Podcast

The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Dr. Preston Cherry. Preston is a CFP who runs his own firm, Concurrent Financial Planning. Preston is passionate about financial education and…
Podcast

Mentoring, Leading, and Asking Questions with Sheryl Hickerson

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Sheryl Hickerson. Sheryl is the founder of Females & Finance, an international speaker, and a sought-after social media voice. Today, she recalls…
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