Creating Value-Add Content and Educating Clients with Jason Ray
In today’s episode of Framework, Jamie talks with Jason Ray, the founder and CEO of Zenith Wealth Partners, a financial planning firm in Philadelphia. Jason…
Proactive Change and Decentralization with Douglas Boneparth
In today’s episode of Framework, Jamie talks with Douglas Boneparth, the author of The Millennial Money Fix and President of Bone Fide Wealth. Doug is a thought…
5 Planning Points from the New Relief Package Advisors Should Cover with Clients
The new relief package has been signed into law, which means advisors will soon face questions from clients. Take advantage of this opportunity to proactively help…
Putting Your Money to Work and Creating Financial Goals with Jon Stein
In today’s episode of Framework, Jamie talks with Jon Stein, the founder and former CEO of Betterment, an automated investing platform that makes it easier to…
Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything…
Changing the System and Conscious Investing with Phuong Luong
In today’s episode of Framework, Jamie talks with Phuong Luong, the founder of Just Wealth Planning — a mission-oriented wealth planning firm. Phuong is the…
Shaping How We Learn and Top-to-Bottom Value with Tom Rollins
In today’s episode of Framework, Jamie talks with Tom Rollins, the founder of The Great Courses and The Teaching Company. Through his work with The Great Courses,…
Empowering Women of Color and Working With Values with Anna N’Jie-Konte
In today’s episode of Framework, Jamie talks with Anna N’Jie-Konte a CFP, podcaster, and the founder of Dare to Dream Financial Planning, where she helps empower…
The Profession of Financial Planning and Writing About Retirement with Robert Powell
In today’s episode of Framework, Jamie talks with Robert Powell. Robert, sometimes known as ‘Mr. Retirement’, is a financial writer who is currently running…
Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton
In today’s episode of Framework, Jamie talks with Lazetta Braxton. Lazetta has been deeply involved with the CFP industry for a long time. She’s on the board…
Protecting Opportunity Cost and Building SaaS Products with Brian Ross
In today’s episode of Framework, Jamie talks with Brian Ross. Brian is the CEO of Fix Flyer, a FinTech company that’s helping wealth managers work smarter. Brian…
The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry
In today’s episode of Framework, Jamie talks with Dr. Preston Cherry. Preston is a CFP who runs his own firm, Concurrent Financial Planning. Preston is passionate…
Mentoring, Leading, and Asking Questions with Sheryl Hickerson
In today’s episode of Framework, Jamie talks with Sheryl Hickerson. Sheryl is the founder of Females & Finance, an international speaker, and a sought-after…
Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss
In today’s episode of Framework, Jamie talks with Skip Schweiss, the former managing director of retirement plan services and advisor advocacy at TD Ameritrade…
Growth Through Acquisition and the Importance of Culture With Eric Clarke
In today’s episode of Framework, Jamie talks with Eric Clarke, the CEO of Orion Advisor Solutions. Orion Advisor Solutions focuses on creating portfolio management…
Creating a Software Roadmap and Getting Creative With Sheryl O’Connor
In today’s episode of Framework, Jamie talks with Sheryl O’Connor, the CEO of Wealth Conductor, a retirement income-based software that helps advisors demonstrate…