Business Management
Dr. Kristy Archuleta: Understanding Clients with Financial Therapy
In this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie Hopkins are joined by Dr. Kristy Archuleta, one of the founders of the financial therapy disciplines, to discuss the importance of integrating financial psychology into the financial planning process. Dr. Archuleta emphasizes the need to empower clients and engage them in …
Jamie Hopkins
April 17, 2023
Growth with Balance: Your Next Step as a Hybrid RIA
Advisors are turning to the Hybrid RIA business model more rapidly than any other in financial services. Why? You’re in search of freedom. But there’s a problem. In search of freedom, you’ve put on too many hats. You’ve run yourself ragged trying to build and manage your tech stack, act as a chief compliance officer, …
Carson Group
April 14, 2023
Nathan Astle: Experiencing Money Differently
In this episode of the Framework podcast, Jamie and Ana interview Nathan Astle, who shares his story of accidentally becoming a financial therapist and the importance of having deep conversations about money. Nathan works with the Financial Therapy Clinical Institute, which uses a collaborative treatment team approach to help people experience money differently. He is …
Jamie Hopkins
April 11, 2023
The 5 Types of Financial Advisors Who Should Attend Excell 2023
Whether you’re looking to take the next step in your career, run your business more efficiently or learn more about how Carson can help you grow your firm, Excell is the premier practice management conference for growth-focused financial advisors like you. You can find inspiration from our lineup of keynote speakers and Carson SMEs, insight …
Carson Group
April 11, 2023
5 Ways Social Media Can Help Financial Advisors Grow Their Business
Social media provides the perfect platform to help financial advisors connect with current and prospective clients. With a powerful social presence, you can engage with clients in meaningful ways that create visibility for your firm. This year can be an incredible year of growth for you and your business. And with the right approach to …
Carson Group
April 5, 2023
Megan McCoy: Unpacking Trust and the Power of Financial Planning Communication
Megan McCoy, a passionate researcher, teacher and financial planner, joins Jamie and Ana on the Framework podcast to discuss how a practitioner’s communication and office environment can drastically improve the financial planning process, despite the challenging odds of achieving gender parity in the field. “Developing skills to be empathetic to others and a better listener …
Jamie Hopkins
April 3, 2023
Reagan Cannon: The Courage to Lead and Practical Takeaways for Women
Reagan Cannon is an international speaker and coach who spent more than 20 years in corporate America, leading teams of more than 10,000 people globally. She has a passion for leading and developing leaders. “Be courageous, be the person,” she says. “Move forward when you’re still nervous and insecure and afraid and move forward …
Jamie Hopkins
March 27, 2023
Heidi Johnson Bixby: Finding Success Through Financial Planning and Teamwork
Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by running a successful financial planning firm, despite the challenging demands of the industry. “If you want it, work for it and save your pennies – I learned at a very early age that if I wanted something, I could work and …
Jamie Hopkins
March 20, 2023
Reshell Smith: Empowering Others to Use Their Voice
Reshell Smith is a Certified Financial Planner and Certified Divorce Financial Analyst who specializes in working with first-generation wealth, C-suite executives and divorcees. She is an advocate for empowering people to use their voice and is a regular speaker, writer and media guest. “I’m using my voice to empower you to use yours,” she says. …
Jamie Hopkins
March 13, 2023
Things to Consider When Finetuning Your Processes
I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a two-week break from meetings where he focused on business development. And while surge meetings can be great for some advisors, you absolutely need to have the …
Carson Group
March 8, 2023
Nandita Das: Unlocking the Future, Student Success and Financial Planning
Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial planning more accessible for diverse communities. “Once you show your passion, and again, you might have some struggles from your own colleagues, but the administration will see through it. And that’s why I kind of smile – because if you are …
Jamie Hopkins
February 27, 2023
Emma Cramm: Challenging Your Thinking on Estate Planning and Beyond
Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership Team. She is currently studying for her CFA and specializes in estate planning, helping clients build their legacy and honor the wishes of their loved ones. “Getting to walk alongside clients and their families when they’ve lost someone and saying, ‘Hey, …
Jamie Hopkins
February 23, 2023