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Daniel Crosby, Julie Ragatz, and Erin Wood: The Psychology of Making Smart Financial Decisions

Daniel Crosby, Julie Ragatz, and Erin Wood: The Psychology of Making Smart Financial Decisions

 This week, Ana Trujillo Limon talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, Julie Ragatz, Vice President, NextGen and Advisor…

Jamie Hopkins January 24, 2022
Kate Healy: Creating a More Diverse and Equitable Industry

Kate Healy: Creating a More Diverse and Equitable Industry

 In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy, Managing Director of Generation Next at TD Ameritrade Institutional. Kate spearheaded…

Jamie Hopkins January 18, 2022
Phil Loughlin: Investing in Founder-Led Businesses

Phil Loughlin: Investing in Founder-Led Businesses

 The relationship between founders and investors is symbiotic. What should this relationship look like, and what are the first steps toward success? In this episode,…

Jamie Hopkins January 10, 2022
Joelle Martinez: Unleashing the Economic and Social Potential of Diversity

Joelle Martinez: Unleashing the Economic and Social Potential of Diversity

 Latinos are still underrepresented in leadership roles, despite the fact that diversity and inclusion drive real progress in businesses. As financial leaders,…

Jamie Hopkins January 4, 2022
Danika Waddell: Turning Crisis Into Opportunity

Danika Waddell: Turning Crisis Into Opportunity

 When we think of jobs and the creation of opportunity, we often think about providing a way for people to work and earn an income. But more than income and stability,…

Jamie Hopkins January 4, 2022
Ana Trujillo Limon: The Power of Being Inclusive and Authentic

Ana Trujillo Limon: The Power of Being Inclusive and Authentic

Sometimes, the best way to boost your career is to find some fuel from your other passions.  In today’s episode, Jamie and guest co-host Broderick talk with…

Jamie Hopkins December 20, 2021
Mary Kate Gulick, Abby Salameh, and Anthony Stich: Winning Strategies for Effective Marketing

Mary Kate Gulick, Abby Salameh, and Anthony Stich: Winning Strategies for Effective Marketing

Marketing is one of the most important and challenging parts of any business. So, it’s easy to get caught up in the hype. How can you tell the difference…

Jamie Hopkins December 17, 2021
Ric Edelman: Harnessing The Power of Broadcast Media for Financial Literacy

Ric Edelman: Harnessing The Power of Broadcast Media for Financial Literacy

Broadcast media is a powerful force in society. And with the advent of new technologies, it has become more accessible to everyone. Since the majority of people…

Jamie Hopkins December 16, 2021
Mary Kate Gulick: Breaking Down Barriers to Effective Marketing

Mary Kate Gulick: Breaking Down Barriers to Effective Marketing

In today’s fast-paced world, it’s easy to get distracted by new technologies and trends. Marketing is no exception. In the ever-evolving market environment,…

Jamie Hopkins December 15, 2021
Brittney Castro: Social Media and Brand Marketing for Financial Advisors

Brittney Castro: Social Media and Brand Marketing for Financial Advisors

In this episode, Jamie and Ana talk with Brittney Castro, Founder and CEO of Financially Wise Inc., a financial education and media company. After 15 years of financial…

Jamie Hopkins December 14, 2021
Emily Binder: The Many Facets of Digital Marketing

Emily Binder: The Many Facets of Digital Marketing

Content creation is a never-ending task for marketers. And with today’s ever-changing digital landscape, it can be difficult to stay on top of your content…

Jamie Hopkins December 13, 2021
Inga Timmerman: The Role of Financial Planning in Choosing a Career

Inga Timmerman: The Role of Financial Planning in Choosing a Career

Choosing a career is one of the most important decisions you can make. With time and money often being the biggest constraints, how can you make a career decision…

Jamie Hopkins December 6, 2021
Michael Lane: The Road to Success in Financial Services

Michael Lane: The Road to Success in Financial Services

This week, Ana Trujillo Limon and Jamie Hopkins talk with Michael Lane, Head of iShares U.S. Wealth Advisory at BlackRock, about his journey to becoming a seasoned…

Jamie Hopkins November 29, 2021
Adrian Grenier and Zach Conway: The Intersection Between Revenue and Social Impact

Adrian Grenier and Zach Conway: The Intersection Between Revenue and Social Impact

This week, Jamie Hopkins and Ana Trujillo Limon talk with Adrian Grenier and Zack Conway about social impact businesses, investing as more than just a financial…

Jamie Hopkins November 22, 2021
Nzinga Shaw: Delivering Business Results Through Diversity and Inclusion

Nzinga Shaw: Delivering Business Results Through Diversity and Inclusion

In today’s episode of Framework, Jamie and Ana talk with Nzinga Shaw, Vice President for Human Resources at Edelman. Nzinga is one of the strongest voices around…

Jamie Hopkins November 15, 2021
Dr. Ajamu Loving: Wealth Building and Generational Planning for Minorities

Dr. Ajamu Loving: Wealth Building and Generational Planning for Minorities

In today’s episode of Framework, Ana talks with Dr. Ajamu Loving, Assistant Professor of Finance at The University of North Texas at Dallas. Dr. Ajamu is the…

Jamie Hopkins November 8, 2021
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