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…
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…
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,…
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,…
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,…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
Latest Build Back Better Proposal Includes New Taxes for Top Earners, Few Changes to Retirement Accounts
After months of negotiations, the Biden administration and Democrats in Congress are nearing a final version of the Build Back Better Act. The $1.75 trillion bill…
Dana Wilson: Encouraging Intentional Visibility in Finance
In today’s episode of Framework, Jamie and Ana talk to Dana Wilson, CEO and Founder of CHIP, a B2B2C financial services marketplace. As a 15-year veteran of the…
Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act
In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back…
Dr. Jen Welter: Leveling the Playing Field for Women
In today’s episode of Framework, Carson’s Jamie Hopkins and guest host Brodrick Lothringer talk with Dr. Jennifer Welter, first female coach in the National…
Luis Rosa: Addressing Disparities and Inequities in Finance
In today’s episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis Rosa, Certified Financial Planner and founder of Build a Better Financial…
Andrew Komarow: Financial Independence for Neurodiverse People
On today’s episode of Framework, Jamie and co-host, Ana Trujillo Limon, chat with Andrew Komarow, CEO and Founder of Planning Across the Spectrum. Having been…
Arlene Moss: Work-Life Balance, Compliance, and Scaling Up
On today’s episode of Framework, Jamie chats with Arlene Moss, Executive Business Coach at XY Planning Network. Before working with XY, Arlene had forays into…
Renee Baker: Amplifying the Voices of Diversity in Financial Services
On today’s episode of Framework, Jamie chats with Renee Baker, Head of PCG Advisor Inclusion Networks at Raymond James, Renee Baker. Before joining Raymond…