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Blog
Podcast
Dr. Jen Welter: Leveling the Playing Field for Women
In today’s episode of Framework, Carson’s Jamie Hopkins and guest host Brodrick Lothringer talk with Dr. Jennifer Welter, first female coach in the National Football League and founder of the…
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Practice Management
Are You Sure You Need a Business Coach?
As someone who has coached and consulted in the financial services industry for more than 25 years, I feel equipped to address this question. And, yes, I’m laying on the…
Podcast
Luis Rosa: Addressing Disparities and Inequities in Finance
In today’s episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis Rosa, Certified Financial Planner and founder of Build a Better Financial Future LLC. Community involvement was…
Podcast
Andrew Komarow: Financial Independence for Neurodiverse People
On today’s episode of Framework, Jamie and co-host, Ana Trujillo Limon, chat with Andrew Komarow, CEO and Founder of Planning Across the Spectrum. Having been diagnosed with Autism Spectrum Disorder…
Practice Management
From Tested to Proven: Focusing on Life After the 150 Club
Back 15 to 20 years ago, financial advisors had a goal to reach, which I dubbed the 150 Club. Many wanted $150 million in assets under management (AUM,) 150 great…
Podcast
Arlene Moss: Work-Life Balance, Compliance, and Scaling Up
On today’s episode of Framework, Jamie chats with Arlene Moss, Executive Business Coach at XY Planning Network. Before working with XY, Arlene had forays into marketing, sales, and programming. Executive…
Marketing & Business Development
Get Ready for the Sights and Sounds of Excell 2021
Excell 2021 will invoke a lot of emotions – you’ll be motivated and inspired, you’ll glean knowledge and develop a sense of community, and you’ll find yourself challenged in meaningful…
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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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