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Emerging Tech Week: Possibilities and Threats Facing the Future of Fintech

Posted on September 17, 2020
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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Podcast

From Financial Advisor to Customer-Centric Business Owner with Dana Anspach

By: Jamie Hopkins
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

By: J.J. Peller
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

By: Jamie Hopkins
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

By: Jamie Hopkins
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

By: Jamie Hopkins
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

By: Jamie Hopkins
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…
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