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The Power of Reframing When Things Go Right – and When Things Go Wrong

Posted on January 19, 2022
When was the last time you asked to speak to a manager about an employee’s performance? Was it because the service was bad or because it was great? Likely …
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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 …
Business 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

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 …
Business 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 …
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