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Creating Value-Add Content and Educating Clients with Jason Ray

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…

Jamie Hopkins January 11, 2021
Proactive Change and Decentralization with Douglas Boneparth

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…

Jamie Hopkins January 4, 2021
5 Planning Points from the New Relief Package Advisors Should Cover with Clients

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…

Jamie Hopkins December 29, 2020
Putting Your Money to Work and Creating Financial Goals with Jon Stein

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…

Jamie Hopkins December 28, 2020
17 Things You Need to Know About the New Stimulus Package

17 Things You Need to Know About the New Stimulus Package

By Jamie Hopkins, Director of Retirement Research at Carson Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus…

Jamie Hopkins December 23, 2020
Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

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…

Jamie Hopkins December 21, 2020
Changing the System and Conscious Investing with Phuong Luong

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…

Jamie Hopkins December 14, 2020
Shaping How We Learn and Top-to-Bottom Value with Tom Rollins

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,…

Jamie Hopkins December 7, 2020
Empowering Women of Color and Working With Values with Anna‌ ‌N’Jie-Konte

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…

Jamie Hopkins November 30, 2020
The Profession of Financial Planning and Writing About Retirement with Robert Powell

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…

Jamie Hopkins November 23, 2020
Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton

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…

Jamie Hopkins November 16, 2020
Protecting Opportunity Cost and Building SaaS Products with Brian Ross

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…

Jamie Hopkins November 9, 2020
The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry

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…

Jamie Hopkins November 2, 2020
Mentoring, Leading, and Asking Questions with Sheryl Hickerson

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…

Jamie Hopkins October 26, 2020
Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss

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…

Jamie Hopkins October 19, 2020
Growth Through Acquisition and the Importance of Culture With Eric Clarke

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…

Jamie Hopkins October 12, 2020
Creating a Software Roadmap and Getting Creative With Sheryl O’Connor

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…

Jamie Hopkins October 5, 2020
Making Bold Predictions and Raising the Bar With Adam Holt

Making Bold Predictions and Raising the Bar With Adam Holt

In today’s episode of Framework, Jamie talks with Adam Holt of Asset-Map, a financial software company that helps families focus on what matters, make more engaged…

Jamie Hopkins September 28, 2020
Financial Literacy and Change Management With Sean Brown

Financial Literacy and Change Management With Sean Brown

In today’s episode of Framework, Jamie talks with Sean Brown, the President and CEO of YCharts. Sean has spent his career growing companies with a focus on finance…

Jamie Hopkins September 21, 2020
From Financial Advisor to Customer-Centric Business Owner with Dana Anspach

From Financial Advisor to Customer-Centric Business Owner with Dana Anspach

In today’s episode of Framework, Jamie talks with Dana Anspach, the CEO and founder of Sensible Money. Dana has worked in nearly every capacity as a financial…

Jamie Hopkins September 14, 2020
Empowering FinTech and Identifying the Right Value-Adds with Mark Casady

Empowering FinTech and Identifying the Right Value-Adds with Mark Casady

In today’s episode of Framework, Jamie talks with Mark Casady, the former CEO of LPL Financial. He also co-founded Vestigo Ventures with a focus on financing…

Jamie Hopkins September 8, 2020
Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin

Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin

In today’s episode of Framework, Jamie talks with Steve Lockshin, the founder and principal at AdvicePeriod. After realizing he did not want to be a doctor, Steve…

Jamie Hopkins August 31, 2020
Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich

Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich

In today’s episode of Framework, Jamie talks with Oleg Tishkevich, the founder and CEO of Invent.us. Prior to founding Invent.us, Oleg founded Finance Logix,…

Jamie Hopkins August 28, 2020
Democratizing Financial Planning and Scaling Your Business with Kevin Lozer

Democratizing Financial Planning and Scaling Your Business with Kevin Lozer

In today’s episode of Framework, Jamie talks with Kevin Lozer, co-founder of Holistiplan. Kevin is a financial planner, but he’s also driven to help other financial…

Jamie Hopkins August 27, 2020
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