Building Relationships and Being Kind to Yourself with Nina O’Neal
In today’s episode of Framework, Jamie talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, as well as the founder of Female…
Retirement Income Planning and Creating Educated Clients with Christine Benz
In today’s episode of Framework, Jamie talks with Christine Benz, Morningstar’s director of personal finance. Christine has worked with Moringstar for 25…
Building a Technology Strategy and Pushing Financial Planning Into the Future with Joel Bruckenstein
In today’s episode of Framework, Jamie talks with Joel Bruckenstein, the producer of the annual T3 Advisor Conference, the premier technology conference for independent…
Supporting Women in Financial Services and Using Experience to Shape Your Perspective with Angela Ribuffo
In today’s episode of Framework, Jamie talks with Angela Ribuffo, a financial services advisor based in Anchorage. Angela is the President and Financial Advisor…
Training Elite Athletes and the Value of Experience with Kent Katich
This week on Framework, Jamie Hopkins and guest host Brodrick Lothringer sit down with coach and trainer Kent Katich. Kent has coached some of the best athletes…
Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse
In today’s episode of Framework, Jamie talks with Suzanne Siracuse, former Publisher and CEO at InvestmentNews. Suzanne has a long history in the financial planning…
Retirement Income Planning and Playchecks with Tom Hegna
On today’s episode of Framework, Jamie talks with Tom Hegna, a thought-leader in the income planning for retirement space. Tom spent time in the military…
Leading with Integrity and Building a Culture of Success with Bob McKillop
In today’s episode of Framework, Jamie talks with Bob McKillop, head men’s basketball coach at Davidson. Bob started off as a collegiate player (via a failed…
Mission-Based Investing and Participating in the Economy with Ashton Kutcher
This week, Jamie talks with a man who needs no introduction: Ashton Kutcher. Ashton is an A-list celebrity with a long career in film and television. Today, he…
Turning Challenges Into Inspiration and Bucket Planning with Jason Smith
In today’s episode of Framework, Jamie talks with Jason Smith, the CEO and founder of Clarity2Prosperity. Jason is a self-proclaimed retirement income nerd…
Technology, Relationships and Disruption with Anthony Stich
On today’s episode of Framework, Jamie Hopkins talks with Anthony Stich, COO of Advicent, a Milwaukee-based financial services firm. Anthony’s journey into…
Social Security and Navigating Evolving Financial Environments with Mary Beth Franklin
This week, Jamie Hopkins talks with Mary Beth Franklin. Mary Beth is a thought leader in the world of retirement planning and a financial writer at Investment…
Rethinking Fees and Challenging the Status Quo with Rick Ferri
This week, Jamie Hopkins talks with Rick Ferri, a CFA who is rethinking the way we charge clients and how we provide service as financial professionals. Rick went…
Fearless Investing and Continual Innovation with Aaron Klein
This week, Jamie Hopkins talks with Aaron Klein. Aaron is the founder and CEO of Riskalyze and a Snappy Kraken board member. Since founding Riskalyze nearly a decade…
Framework: Consistency, Process and Coaching Champions with Bob Bowman
This week, Jamie Hopkins talks with legendary coach Bob Bowman. Bob is the current head coach of the Arizona State University swim team and the head coach for the…
Framework: Writing, Retirement Planning and Innovating with Wade Pfau
Dr. Wade Pfau is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement…