Resources
Blog
Marketing & Business Development
Utilizing Assessments to Build the Right Culture and Team
The pandemic forced people to figure out what they wanted in their lives. Perhaps they got laid off, or perhaps they decided their job wasn’t for them. This is in…
Continue Reading!
All Blog Posts
Podcast
Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements
On today’s episode of Framework, Jamie talks with Phyllis Borzi, Former Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA) during the Obama administration. Phyllis is the champion…
Podcast
Dr. Nii Darko: The Ups and Downs of the Health System
On today’s episode of Framework, Jamie talks with Dr. Nii Darko, a trauma surgeon and the host of Docs Outside the Box Podcast. Dr. Nii Darko has always been a…
Podcast
Nancy Davis: Rethinking Risk and Building a Business
In today’s episode of Framework, Jamie talks with Nancy Davis, Fixed Income Manager and Founder of Quadratic Capital Management. Nancy began her career at Goldman Sachs where her work with…
Podcast
Samantha Russell: Tangible Tips for Success, Shifting Demographics and Why Marketing Matters
In today’s episode of Framework, Jamie talks with Samantha Russell, Chief Evangelist at FMG Suite. For the past several years, Samantha has helped advisors improve their business with education. A…
Podcast
Christian Nwasike: Bridging the Racial Wealth Gap
In today’s episode of Framework, Jamie talks with Christian Nwasike, Managing Partner at Practice Management Consultants, a professional development consulting firm focusing on coaching diverse advisors. Christian always dreamed of…
Podcast
Marques Ogden: Losing Your Ego, Building A Business, and Embracing Social Media
On today’s episode of Framework, Jamie talks with Marques Ogden, former NFL athlete, international keynote speaker, corporate coach, and best-selling author. Throughout his childhood, Marques’ father taught him money lessons.…
Resource to Download
Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
Download Now!Follow Us
