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Dr. Jen Welter: Leveling the Playing Field for Women

Posted on October 25, 2021
In today’s episode of Framework, Carson’s Jamie Hopkins and guest host Brodrick Lothringer talk with Dr. Jennifer Welter, first female coach in the National Football League and founder of the…
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Luis Rosa: Addressing Disparities and Inequities in Finance

By: Jamie Hopkins
In today’s episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis Rosa, Certified Financial Planner and founder of Build a Better Financial Future LLC.  Community involvement was…
Podcast

Andrew Komarow: Financial Independence for Neurodiverse People

By: Jamie Hopkins
On today’s episode of Framework, Jamie and co-host, Ana Trujillo Limon, chat with Andrew Komarow, CEO and Founder of Planning Across the Spectrum. Having been diagnosed with Autism Spectrum Disorder…
Podcast

Arlene Moss: Work-Life Balance, Compliance, and Scaling Up

By: Jamie Hopkins
On today’s episode of Framework, Jamie chats with Arlene Moss, Executive Business Coach at XY Planning Network. Before working with XY, Arlene had forays into marketing, sales, and programming. Executive…
Podcast

Renee Baker: Amplifying the Voices of Diversity in Financial Services

By: Jamie Hopkins
On today’s episode of Framework, Jamie chats with Renee Baker, Head of PCG Advisor Inclusion Networks at Raymond James, Renee Baker.  Before joining Raymond James, Renee was a Chief Marketing…
Podcast

Dr. Anthony Chan: Creating an Impact through Public Speaking

By: Jamie Hopkins
On today’s episode of Framework, Jamie chats with Dr. Anthony Chan, the former chief economist at JPMorgan Wealth Management. During his nearly 40 years of financial industry experience, Dr. Chan…
Podcast

Darla Mercado: Conscientious Financial Journalism for Advisors

By: Jamie Hopkins
On today’s episode of Framework, Jamie chats with Darla Mercado, markets editor for CNBC.com. Darla is a journalist-turned-financial planner who covered the financial advisor industry as a journalist before becoming…
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