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Inga Timmerman: The Role of Financial Planning in Choosing a Career

Posted on December 6, 2021
Choosing a career is one of the most important decisions you can make. With time and money often being the biggest constraints, how can you make a career decision …
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Practice Management

From Tested to Proven: Focusing on Life After the 150 Club

By: Greg Opitz
Back 15 to 20 years ago, financial advisors had a goal to reach, which I dubbed the 150 Club. Many wanted $150 million in assets under management (AUM,) 150 …
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. …
Marketing & Business Development

Get Ready for the Sights and Sounds of Excell 2021

By: Cameron Carlow
Excell 2021 will invoke a lot of emotions – you’ll be motivated and inspired, you’ll glean knowledge and develop a sense of community, and you’ll find yourself challenged in …
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 …
Practice Management

How to Dislodge From a Performance Plateau

By: Tammy Breitenbach
From my personal annals of Most-Frequent Owner Managerial Conundrums: “How do I motivate a plateaued high performer?” Maybe your former rock star performer is stranded on a lonely plateau …
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. …
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