The Profession of Financial Planning and Writing About Retirement with Robert Powell

Posted on November 23, 2020
In today’s episode of Framework, Jamie talks with Robert Powell. Robert, sometimes known as ‘Mr. Retirement’, is a financial writer who is currently running Retirement Daily at The Street. Over…
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Coping with Burnout in 2020

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This year has been an odd paradox of continuous surprises and an endless sameness. And while we are “all in this together,” we are also experiencing this year in vastly…
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Group from Veteran Outdoors Welcomed at Carson Lodge

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We recently partnered with Carson Partner Bob Huntley of Wise Counsel to support veterans who enjoy spending time outdoors. Ron and Jeanie Carson offered their lodge, located in Tekamah, Nebraska,…

Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss

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In today’s episode of Framework, Jamie talks with Skip Schweiss, the former managing director of retirement plan services and advisor advocacy at TD Ameritrade Institutional. Skip has been very involved…

Growth Through Acquisition and the Importance of Culture With Eric Clarke

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In today’s episode of Framework, Jamie talks with Eric Clarke, the CEO of Orion Advisor Solutions. Orion Advisor Solutions focuses on creating portfolio management software that helps financial professionals succeed…

Creating a Software Roadmap and Getting Creative With Sheryl O’Connor

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In today’s episode of Framework, Jamie talks with Sheryl O’Connor, the CEO of Wealth Conductor, a retirement income-based software that helps advisors demonstrate retirement income plans for their clients, track…

How to Determine What Your Advisory Business is Worth and Improve Your Firm’s Valuation

By: Michael Rose
It’s 10 p.m. on a school night. Do you know where your business is? Most advisors would find a respectful but insistent means of correcting a client who refuses to…
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