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…
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…
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…
In today’s episode of Framework, Jamie talks with Jon Stein, the founder and former CEO of Betterment, an automated investing platform that makes it easier to do the right thing…
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything in…
In today’s episode of Framework, Jamie talks with Phuong Luong, the founder of Just Wealth Planning — a mission-oriented wealth planning firm. Phuong is the first member of her family…
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