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Resources
Blog
Podcast
Emerging Tech Week: Possibilities and Threats Facing the Future of Fintech
Emerging Tech Week on the Framework podcast was an eye-opening tour through the world of fintech. We learned what has disrupted the system and what will keep on changing it…
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All Blog Posts
Podcast
From Financial Advisor to Customer-Centric Business Owner with Dana Anspach
In today’s episode of Framework, Jamie talks with Dana Anspach, the CEO and founder of Sensible Money. Dana has worked in nearly every capacity as a financial advisor and is…
Coaching
Ask the ‘Who’ Question to Gain Stronger Prospects
Our coaches often hear from advisors that the most common way they’ve met their top clients is through referrals and introductions from existing relationships. If you’re not asking the “who”…
Podcast
Empowering FinTech and Identifying the Right Value-Adds with Mark Casady
In today’s episode of Framework, Jamie talks with Mark Casady, the former CEO of LPL Financial. He also co-founded Vestigo Ventures with a focus on financing start-ups in FinTech. He…
Podcast
Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin
In today’s episode of Framework, Jamie talks with Steve Lockshin, the founder and principal at AdvicePeriod. After realizing he did not want to be a doctor, Steve sort of fell…
Podcast
Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich
In today’s episode of Framework, Jamie talks with Oleg Tishkevich, the founder and CEO of Invent.us. Prior to founding Invent.us, Oleg founded Finance Logix, a next-generation financial planning software company…
Podcast
Democratizing Financial Planning and Scaling Your Business with Kevin Lozer
In today’s episode of Framework, Jamie talks with Kevin Lozer, co-founder of Holistiplan. Kevin is a financial planner, but he’s also driven to help other financial planners be more comprehensive…
Resource to Download
Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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