Marques Ogden: Losing Your Ego, Building A Business, and Embracing Social Media

Posted on June 14, 2021
On today’s episode of Framework, Jamie talks with Marques Ogden, former NFL athlete, international keynote speaker, corporate coach, and best-selling author. Throughout his childhood, Marques’ father taught him money lessons.…
Continue Reading!

All Blog Posts

Practice Management

The Three Factors That Determine If Now Is The Right Time to Sell Your Firm

By: Jason Carver
Timing is everything when it comes to selling your firm. You need to feel ready to relinquish ownership. Your willingness to exit – and, ultimately, your firm’s valuation – is dependent on…

David Levenson: International Expansion, Employees Before Customers, and Why Collaboration Creates Change

By: Jamie Hopkins
On today’s episode of Framework, Jamie talks with David Levenson, President and CEO of LL Global, one of the world’s largest trade associations supporting life insurance and the financial services…

The Future of Client Meetings and Remote Work

By: Jessica Harrington
What are other advisors doing? This is one of the most asked questions in our Carson Coaching Community. Our ability to plug into a network of dedicated and growing advisor…

Deirdre Van Nest: The Power of Public Speaking & Compelling Communication

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Deirdre Van Nest, a professional speaker who teaches advisors, wholesalers, and leaders in the financial industry how to speak in a way…

The Business Wisdom of Developing Advisor Career Paths

By: Michael Rose
An interesting item recently hit my newsfeed describing how Apple CEO Tim Cook and Amazon CEO Jeff Bezos can be profoundly productive as they successfully guide two of the world’s…

Larry Sprung: Accessibility, Referrals, and the Future of Financial Advising

By: Jamie Hopkins
On today’s episode of Framework, Jamie Hopkins talks with Larry Sprung, the founder and wealth advisor at Mitlin Financial. When Larry was a teenager, his mom was diagnosed with cancer.…
1 2 3 58

Tweets Follow Us

Resource to Download

Becoming a More Trusted Ally

How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX

Download Now!

See How Carson Can

Help You Reach the Next Level.

Schedule a Consultation

Follow Us

linkedin twitter facebook

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.


Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless