Resources
Blog
Podcast
Marques Ogden: Losing Your Ego, Building A Business, and Embracing Social Media
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
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…
Podcast
David Levenson: International Expansion, Employees Before Customers, and Why Collaboration Creates Change
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…
Coaching
The Future of Client Meetings and Remote Work
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…
Podcast
Deirdre Van Nest: The Power of Public Speaking & Compelling Communication
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…
Coaching
The Business Wisdom of Developing Advisor Career Paths
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…
Podcast
Larry Sprung: Accessibility, Referrals, and the Future of Financial Advising
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.…
Resource to Download
Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
Download Now!Follow Us
