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Emerging Tech Week: Possibilities and Threats Facing the Future of Fintech

Posted on September 17, 2020
Emerging Tech Week on the Framework podcast was an eye-opening tour through the world of fintech. We learned what has disrupted the system and what will keep on changing it…
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Podcast

Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Andrew Altfest, CFP® — the president of Altfest Personal Wealth Management and the founder and CEO of FP Alpha. Andrew has been…
Podcast

Scratching Your Own Itch and Mitigating Risk with Aladin Abughazaleh

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Aladin Abughazaleh, the CEO and co-founder of ATA RiskStation. Aladin exemplifies the idea of scratching your own itch when it comes to…
Podcast

Designing the Client Experience and Leveraging Data with Jason Wenk

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Jason Wenk, CEO and Founder of Altruist. Jason is laser-focused on providing effective and memorable client experiences by leveraging data to drive…
Podcast

Being a Lifelong Learner and Supporting Women in Financial Services with Dawn Wolfgram

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Dawn Wolfgram, CLF. Dawn is the President of Women in Insurance and Financial Services (WIFS). She is also the Regional Managing Director…
Practice Management

How to Gain Effective Leads Through Strategic COI Relationships

By: Gerry Herbison
In a perfect world, you could build a firm sustained by a steady stream of new clients – a majority of whom were referrals. A simple “ask and you shall receive”…
Podcast

Building Relationships and Being Kind to Yourself with Nina O’Neal

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, as well as the founder of Female Advisor Network. Nina never…
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