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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…