Dr. Jen Welter: Leveling the Playing Field for Women

Posted on October 25, 2021
In today’s episode of Framework, Carson’s Jamie Hopkins and guest host Brodrick Lothringer talk with Dr. Jennifer Welter, first female coach in the National Football League and founder of the…
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Practice Management

Staying’s Worse Than Leaving: Successfully Transitioning Your Business

By: Lisa Synowicki
When the pain of staying with your current broker dealer far exceeds the pain of leaving, you know making a change is essential. However, how prepared you are for this…

Iron Chef vs. Julia Child: Customized or Personalized Investment Portfolios?

By: Carson Group
Are you creating customized investment solutions or personalized investment solutions? Do you know the difference? PERSONALIZE: to design or tailor to meet an individual's specifications, needs, or preferences CUSTOMIZE: to…
Practice Management

How to Live a Steve Jobs Life—On Your Own Terms

By: Scott Ford
“If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at Stanford…

Challenges of Textbook Portfolio Management Theories

By: Carson Group
The more time I spend in the real world of finance, the more I question the rationale of textbook theories. Recently, I have found myself realizing the inherent conflicts of…

Fear In The Market

By: Jake Bleicher
Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix and…
Marketing & Business Development

What’s Bothering You?

By: Randy Harrison
I recently had the opportunity to sit in on a weekly radio show where one of our partners is a contributor. The show host wore a pair of cargo shorts…
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