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What Thriving Advisors Understand: You’re in the Emotions Business

Posted on January 20, 2021
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…
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Podcast

Financial Literacy and Pushing Through Barriers with David Rhoiney

By: Jamie Hopkins
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…
Podcast

Creating Value-Add Content and Educating Clients with Jason Ray

By: Jamie Hopkins
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…
Podcast

Proactive Change and Decentralization with Douglas Boneparth

By: Jamie Hopkins
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…
Podcast

Putting Your Money to Work and Creating Financial Goals with Jon Stein

By: Jamie Hopkins
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…
Podcast

Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

By: Jamie Hopkins
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…
Podcast

Changing the System and Conscious Investing with Phuong Luong

By: Jamie Hopkins
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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