Resources
Blog
Coaching
What Thriving Advisors Understand: You’re in the Emotions Business
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…
Continue Reading!
All Blog Posts
Podcast
Financial Literacy and Pushing Through Barriers with David Rhoiney
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
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
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
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
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
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…
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
