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Renee Baker: Amplifying the Voices of Diversity in Financial Services

Posted on September 27, 2021
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 Marketing…
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Marketing & Business Development

5 Steps to Become a Social Media Master

By: Minna Burns
Part of my job as Director of Marketing for Carson Group is to educate and train advisors on social media. When I first engage with an advisor, I begin with…
Marketing & Business Development

Using Data Reports to Enhance Advisor Client Experience

By: Steve Synowicki
The quality of your advisor client experience can mean the difference between gaining, keeping or losing clients at your wealth management firm. Serving clients well, and continuously improving the client…
Marketing & Business Development

Leadership Lessons from 5 Famous Presidents

By: Carson Group
It’s probably fair to say you are part of the majority of people who essentially ignore February’s national holiday. No, I’m not talking about Valentine’s Day, I’m talking about the…
Marketing & Business Development

Mind the Gap: Four Key Social Media Tools to Help Financial Advisors Grow Their Business

By: Carson Group
  Social media is one of the most important but least understood marketing tools for financial advisors in business today. Every time I talk with advisors, I ask, “are you…
Marketing & Business Development

Market Like a $6B RIA

By: Aaron Schaben
As 2015 came to a quick close, I looked back to reflect on the many conversations that I was fortunate to have had late in the year with top advisors…
Practice Management

Why You Need To Keep Up With Financial Advisor Technology in the Workplace

By: Lisa Synowicki
Our society has experienced a serious technology boom over the past 15 years and has forced new ways for offices to operate. Financial advisors are not immune to these changes in…
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