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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

Toss the Idea of Vacation and Embrace`Busy with Balance’

By: Ron Carson
When I first started my business, my wife Jeanie and I would usually schedule a week of vacation to have fun with the kids. I’d work my tail off to…
Investments

Are You Asking the Right Questions?

By: Andrew Rogers
As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be easy…
Marketing & Business Development

The Entrepreneurial Power of Potential

By: Aaron Schaben
POTENTIAL. It is something that we all wake up with every day. We are given the choice of reaching for it, or letting it waste away. It has been said…
Marketing & Business Development

4 Reasons why Financial Advisors need a Marketing Plan

By: Carson Group
Frequently we hear from financial advisors that they are more comfortable on the “left brain” numbers side of the business than on the “right brain” more subjective-feeling marketing and sales…
Practice Management

10 Tricks for Maximizing Technology Efficiency in Your Practice

By: Quin Kilgore
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend 8 (or more) hours on…
Investments

Process Makes Perfect: Optimize Your Financial Advisory Practice

By: Carson Group
Growing up as the youngest of eight kids in a military family, I knew how to follow orders...from everybody. Orders came from my parents, my five older sisters, my two older…
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