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Dr. Jen Welter: Leveling the Playing Field for Women

Posted on October 25, 2021
In today’s episode of Framework, Carson’s Jamie Hopkins and guest host Brodrick Lothringer talk with Dr. Jennifer Welter, first female coach in the National Football League and founder of the…
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Practice Management

Are You Sure You Need a Business Coach?

By: Scott Wood
As someone who has coached and consulted in the financial services industry for more than 25 years, I feel equipped to address this question. And, yes, I’m laying on the…
Podcast

Luis Rosa: Addressing Disparities and Inequities in Finance

By: Jamie Hopkins
In today’s episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis Rosa, Certified Financial Planner and founder of Build a Better Financial Future LLC.  Community involvement was…
Podcast

Andrew Komarow: Financial Independence for Neurodiverse People

By: Jamie Hopkins
On today’s episode of Framework, Jamie and co-host, Ana Trujillo Limon, chat with Andrew Komarow, CEO and Founder of Planning Across the Spectrum. Having been diagnosed with Autism Spectrum Disorder…
Practice Management

From Tested to Proven: Focusing on Life After the 150 Club

By: Greg Opitz
Back 15 to 20 years ago, financial advisors had a goal to reach, which I dubbed the 150 Club. Many wanted $150 million in assets under management (AUM,) 150 great…
Podcast

Arlene Moss: Work-Life Balance, Compliance, and Scaling Up

By: Jamie Hopkins
On today’s episode of Framework, Jamie chats with Arlene Moss, Executive Business Coach at XY Planning Network. Before working with XY, Arlene had forays into marketing, sales, and programming. Executive…
Marketing & Business Development

Get Ready for the Sights and Sounds of Excell 2021

By: Cameron Carlow
Excell 2021 will invoke a lot of emotions – you’ll be motivated and inspired, you’ll glean knowledge and develop a sense of community, and you’ll find yourself challenged in meaningful…
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