4 questions to start asking prospective clients now After reading the title of this blog, you might be thinking to yourself, “We don’t talk about emotions with clients!” And, if…
In today’s episode of Framework, Jamie talks with Dr. David Rhoiney, a surgeon and the founder of SurgiFi, a personal finance site dedicated to helping people achieve financial independence. Growing…
2020 was a cakewalk, right? Only if a cakewalk can be characterized by chaos, change, stress and challenges. Not much has been easy. If there is an upside, it is…
In today’s episode of Framework, Jamie talks with Jason Ray, the founder and CEO of Zenith Wealth Partners, a financial planning firm in Philadelphia. Jason and his team are also…
The New Year’s Eve ball drop in Times Square cued the singing of “Auld Lang Syne” and the start of a new year. “Should auld acquaintance be forgot, and never…
In today’s episode of Framework, Jamie talks with Douglas Boneparth, the author of The Millennial Money Fix and President of Bone Fide Wealth. Doug is a thought leader in the…
The new relief package has been signed into law, which means advisors will soon face questions from clients. Take advantage of this opportunity to proactively help them understand what this…
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