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Podcast
Renee Baker: Amplifying the Voices of Diversity in Financial Services
On today’s episode of Framework, Jamie chats with Renee Baker, Head of PCG Advisor Inclusion Networks at Raymond James, Renee Baker. Before joining Raymond James, Renee was a Chief Marketing…
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Coaching
How to Dislodge From a Performance Plateau
From my personal annals of Most-Frequent Owner Managerial Conundrums: “How do I motivate a plateaued high performer?” Maybe your former rock star performer is stranded on a lonely plateau not…
Podcast
Dr. Anthony Chan: Creating an Impact through Public Speaking
On today’s episode of Framework, Jamie chats with Dr. Anthony Chan, the former chief economist at JPMorgan Wealth Management. During his nearly 40 years of financial industry experience, Dr. Chan…
Podcast
Darla Mercado: Conscientious Financial Journalism for Advisors
On today’s episode of Framework, Jamie chats with Darla Mercado, markets editor for CNBC.com. Darla is a journalist-turned-financial planner who covered the financial advisor industry as a journalist before becoming…
Coaching
Referrals: The Residual Benefit of Client Advisory Councils
One of the best ways to make improvements to your branding, client experience and value proposition is to get input from the experts – your clients. As a Carson Coaching…
Podcast
Ksenia Yudina: Fintech for Resilience and Inclusion
On today’s episode of Framework, Jamie chats with Ksenia Yudina, CEO and founder of UNest. Growing up in Russia, Ksenia had a pre-planned path: to study and to eventually work…
Marketing & Business Development
From Motivation to Vacation: Take Your Excell Experience to a New Level
Here’s an insider tip on Excell 2021: The conference starts on a Tuesday and ends on Thursday evening. Why does that matter? Well, you can come early or stay late…
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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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