Framework with Jamie Hopkins & Ana Trujillo Limón
Carson Coaching
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The podcast designed to help financial advisors challenge the status quo, grow your firm, and not only put best practices to use, but create new best practices altogether. Hosted by Jamie Hopkins.
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5 days ago
Dr. Jim LoPresti: Managing Change
*Managing change is a balancing act between creating new neural pathways and improving emotional intelligence to be aware of how you respond to change.
*In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, talk about change management with the president of CohereUs Consulting, Jim LoPresti, Ph.D., PCC. Dr. Jim LoPresti shares his journey to becoming a coach with a background in change management and emotional intelligence, explains how neuroplasticity can help advisors and firms with change management, and discusses the benefits journaling has on EQ.
Dr. James LoPresti discusses:
* His inspiring journey to becoming a renowned coach
* The invaluable lessons of discipline acquired through his experience as a prolific textbook writer
* The transformative potential of neuroplasticity in aiding advisors and firms with change management and achieving successful DEIB programs
* The crucial role of emotional intelligence in navigating change and managing its complexities
* His top recommended tool for enhancing emotional intelligence
* Effective self-management techniques to gracefully navigate the ebbs and flows of emotions
* And much more!
*Resources:
*
* I Am A Sea Monster by Jim LoPresti and Andiene Lopresti
* Immunity to Change by Robert Kegan and Lisa Laskow Lahey
*Connect with Jamie Hopkins and Ana Trujillo Limón:
*
* Carson Group LLC
* LinkedIn: Jamie Hopkins
* LinkedIn: Ana Trujillo Limón
*Connect with Jim LoPresti:
*
* CoherUs Consulting
* LinkedIn: Jim LoPresti
* jimlopresti@gmail.com
*About our Guest:
*Jim LoPresti, Ph.D., PCC founded CohereUs Consulting in 2005. Dr. Jim LoPresti is a seasoned professional who seamlessly navigates the corporate and academic domains, combining theory and practice in his work. With extensive experience in coaching and consulting, he has successfully guided middle to upper-level managers in enhancing emotional intelligence and building high-performance teams across international locations such as France, Germany, Belgium, The Netherlands, Italy, and Singapore. Jim's expertise extends to diverse industries, including multinational corporations, academia, information technology, and government. He remains at the forefront of his field by continuously refining his approaches, particularly in the emerging area of neuroplasticity, leveraging new insights to facilitate transformative change. He is a sought-after speaker, delivering seminars on emotional/social intelligence, neuroscience of leadership, conflict negotiation, cultural transformation, strategic planning, team building, virtual team building, workplace diversity, senior management alignment, and organizational polarities. As an ICF certified professional coach, Jim's comprehensive skill set and certifications underscore his exceptional abilities and adaptability in the coaching and consulting realm.
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May 22, 2023
J.J. Peller: Unleashing Your Potential
At certain junctures in our personal or professional lives, it's common to experience a sense of being stuck. For most people, the reason they feel stuck is because they don’t see the next step forward.*
*In this episode, Carson's Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with J.J. Peller, Author, Speaker, and Executive Business Coach at Carson Group, as they delve into the topic of overcoming stagnation and cultivating curiosity to propel your professional growth. J.J. starts off with his first money memory and how his dream of becoming a professional athlete transitioned into becoming an executive business coach. He then takes a deep dive into coaching advisors on how to get themselves unstuck and what inspired him to write his book, Attract Your Potential.
J.J. Peller discusses:
* How his dream to become a professional athlete and own a restaurant transitioned into becoming an executive business coach
* How his background as an athlete helped him throughout his career
* Why people feel stuck where they are and how they can find their next step forward
* What inspired him to write his book, Attract Your Potential
* How Mike Shanahan’s Think Like A Champion has impacted him and why you should read it
* The critical messages he hopes readers will take away from his book
* How coaches can help you get over the barrier of examining the inner workings of your mind
* How to cultivate and nurture the relationships within your network
* His approach to coaching
* What makes coaching a powerful driver of success for advisors
* And more
*Resources:*
* J.J. Peller - Attract Your Potential
* Mike Shanahan - Think Like A Champion: Building Success One Victory at a Time
* Jamie Hopkins - Find Your Freedom
* Adam Grant - Give and Take
* Bob Burg - The Go-Giver
* Ijeoma Oluo - So You Want to Talk About Race
* Minda Harts - Right Within
* Intentionality, Self-Awareness, and Leading by Example with Dr. Joy Lere
* Jim Rohn
*Connect with Jamie Hopkins and Ana Trujillo Limón: *
* Carson Group LLC
* LinkedIn: Jamie Hopkins
*
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May 15, 2023
Tammy Breitenbach: Helping Advisors Transition Their Business
Transitioning business to the next generation can seem like an uphill battle, but reframing the transition makes stepping away and giving the next generation the room they need to grow, easier.
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Executive Business Coach, Tammy Breitenbach, ACC, MBA about helping advisors through transitions. Tammy covers preparing the mindset of advisors to transition, helping clients transition to the next generation, and how she helps advisors transition to finding the right partnering firm for them.
Tammy discusses:
* How her passion for communication led her to become an executive business coach
* Some of the biggest challenges she sees advisors facing today
* Why the first step to solving practice management challenges is to reframe the situation
* How she challenges advisors who are planning their succession to step away and give the next generation of advisors the opportunity to take over in their place
* Tips for advisors to help manage the personal part of taking a step back
* Advice for advisors, to make blueprinting a successful process
* How advisors can establish a better connection with the next generation of their clients’ families
* How she has helped advisors with the transition to finding the right firm to partner with
* And more
*
*
*Resources:*
* *FIG Symposium 2023*
* *Carson Coaching Family Summit Planning Guide and Toolkit*
*Connect with Jamie Hopkins and Ana Trujillo Limón: *
* *Carson Group LLC*
* *LinkedIn: Jamie Hopkins*
* *LinkedIn: Ana Trujillo Limón*
*Connect with Tammy Breitenbach:*
* *Carson Coaching*
* *LinkedIn: Tammy Breitenbach*
* *Twitter: @tlb_breitenbach*
*About our Guest: *
Tammy Breitenbach, ACC, MBA is an Executive Business Coach at Carson Coaching. Tammy finds a business’ unique ecosystem by understanding the history, the team, and what makes each practice tick. She can advise how to implement improvements or processes in a way that will work effectively for them. Tammy is passionate about helping advisors draw real satisfaction from their practices – that includes running a business that functions well to support their bigger wants and purpose in life. Not take them away from it. Prior to joining Carson Group in 2018, Tammy spent 10 years of private consulting as the Principal Consultant of Catalyst Partners, a company she founded in 2008. At Catalyst, Tammy specialized in providing hands-on business counsel and leadership advice exclusively to owners of Independent RIAs and their key staff, to help them grow stronger, more profitable businesses.
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May 8, 2023
Jessica Harrington: Coaching Advisors and Building Strong Teams
While remote work has been a great luxury for many, it comes with some unintended biases and challenges with team building. Fortunately, coaching programs and assessments are available to assist advisors in overcoming these obstacles.*
*In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Jessica Harrington, MS, RCC, an executive business coach at Carson Coaching, about the common issues associated with remote work, biases, and team building. Jessica shares her personal journey to becoming a coach and highlights the significance of diversified strengths within a team. Additionally, she sheds light on the Emerging Advisor Growth Accelerator program (EAGA) and its role in equipping emerging advisors to develop their skills.
The trio explores the power of assessments in facilitating personal career advancement and building a more cohesive team culture. They emphasize the importance of recognizing diverse strengths and offer a glimpse into the upcoming guest, Dr. Jim LoPresti.
Jessica discusses:
* Her personal journey toward becoming an executive business coach
* The challenges of biases and team building in a remote work environment
* The potential of assessments for personal career advancement and building a stronger team culture for firms
* The significance of diverse strengths within a team
* Methods for aiding individuals in executing and implementing their ideas
* The importance of having intent and commitment when participating in a coaching program to maximize its benefits
* And many more valuable insights!
*Resources*
* *The Kolbe Assessment*
* *Be Your Future Self Now** by Dr. Benjamin Hardy*
*Connect with Jamie Hopkins and Ana Trujillo Limón: *
* *Carson Group LLC*
* *LinkedIn: Jamie Hopkins*
* *LinkedIn: Ana Trujillo Limón*
*Connect with Jessica Harrington:*
* *LinkedIn: Jessica Harrington*
* *Twitter: @Jessica_H_Coach*
*About our Guest: *
Jessica Harrington, MS, RCC, is an executive business coach at Carson Coaching who partners with firm owners to help them achieve their full potential. She is passionate about goal setting and process-based businesses and sees executive coaching as a powerful tool for increasing an advisor's IQ (Implementation Quotient) and breaking through plateaus. Jessica holds a BA in Marketing from Grand Valley State University, an Executive and Professional Coaching Graduate Certificate, and a Master of Science in Leadership, Organizational Development degree from the University of Texas at Dallas. She is a Professional Certified Coach through the International Coaching Federation and a Certified Kolbe™ Consultant.
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May 1, 2023
Barbara Kay: Rewiring The Brain With Stress Coaching
*Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and personal life? It's time to take control of your productivity and achieve your goals with ease!
*Luckily, we have just the expert to help you do so.
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Barbara Kay, a business psychology and productivity coach, who reminisces about her first money memory of thriftiness on a family vacation before delving into her specialty of coaching financial professionals. Barbara offers practical tips that can be applied to anyone's daily routine and draws on her background in clinical psychology to share stress-busting techniques she uses with her clients. She also discusses the concept of the "negative cognitive set" and its impact on emotions, providing invaluable advice for anyone looking to improve their mental health.
*Topics Barbara shares more on:*
* Three crucial questions advisors should ask when seeking a coach
* Effective stress management techniques that Barbara uses with her clients
* Understanding the “negative cognitive set” and its impact on emotions
* The positive impact of coaching for financial advisors
* Stress coaching and how it can be utilized for cognitive restructuring
* …And more!
*Resources:*
* Terence ‘Bud’ Crawford: Fighting for Change
* The $14 Trillion Woman: Your Essential Guide to Engaging the Female Client by Barbara Kay
*Connect with Jamie Hopkins and Ana Trujillo Limón: *
* Carson Group LLC
* LinkedIn: Jamie Hopkins
* LinkedIn: Ana Trujillo Limón
*Connect with Barbara Kay:*
* Barbara Kay Coaching
* LinkedIn: Barbara Kay
* Twitter: @barbarakaycoach
* information@barbarakaycoaching.com
* Phone: 630-212-5460
*About our Guest: *
Barbara Kay is a Business Psychology and Productivity Coach with 25+ years of experience. With dual degrees in Clinical Psychology and Coaching, she offers coaching, consulting, and speaking on Growth, Productivity, Teams, Client Relationships, Communication, Change, and Leadership. Professionally licensed and a member of the American Psychological Association, Barbara prioritizes ongoing education. As a Woman Business Enterprise and Certified Diversified Supplier, Barbara understands the importance of inclusivity and strives to create an inclusive and empowering coaching environment for all clients.
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Apr 24, 2023
Aaron Schumm: Rethinking Retirement Planning
*Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving, and industry challenges that will make you rethink retirement planning.*
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, and Ana Trujillo Limón, Director, Coaching and Advisor Content at Carson Group, speak with Founder and CEO of Vestwell Aaron Schumm about his journey from aspiring stockbroker to CEO and founder of Vestwell. They delve into why Aaron asks candidates about their motivations for working in retirement and what he looks for in their responses. Aaron also shares more about his passion for problem-solving and making a positive impact through his work, Vestwell's mission to revolutionize retirement savings, the opportunities presented by the Secure Act, the importance of language in the industry, the challenges of jargon, and much more.
*Aaron discusses: *
* How he went from wanting to become a stock broker to becoming the CEO and founder of Vestwell
* Why he asks candidates why they want to work in retirement and what he looks for in their responses
* His drive to solve problems and make a positive impact on people’s lives through his work
* Vestwell’s mission to change the retirement landscape with efficient and scalable savings solutions for businesses and individuals
* The new opportunities that the Secure Act presents for retirement planning and how Vestwell is prepared to handle the changes
* The importance of language in the retirement savings industry and how using terms like "savers" instead of "participants" can help engage people
* The challenges of industry jargon and how it can be confusing for both professionals and clients
* And more
*Resources:*
* *Friends: Phoebe Works In Corporate For Benefits and a 401(k)*
* *Franklin Templeton: “Managed Accounts” Is A Terrible Name by Kevin Murphy*
*Connect with Jamie Hopkins and Ana Trujillo Limón: *
* *Carson Group LLC*
* *LinkedIn: Jamie Hopkins*
* *LinkedIn: Ana Trujillo Limón*
*Connect with Aaron Schumm:*
* *Vestwell*
* *LinkedIn: Aaron Schumm*
*About our Guest: *
Aaron Schumm is Founder and CEO of Vestwell. Aaron founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix which is now part of Envestnet (NYSE: ENV). He brings nearly 20 years of fintech and finserv experience from industry-leading companies including Northern Trust, Citigroup, and Fiserv. Aaron obtained his MBA at Duke University, Fuqua School of Business, and has a BS in Finance from the University of Illinois.
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Apr 17, 2023
Dr. Kristy Archuleta: Understanding Clients with Financial Therapy
On this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie Hopkins are joined by Dr. Kristy Archuleta, one of the founders of the financial therapy disciplines, to discuss the importance of integrating financial psychology into the financial planning process. Dr. Archuleta emphasizes the need to empower clients and engage them in the process for optimal outcomes.
*“…I knew from my experiences that I grew up in kind of a unique family where the family relations were really strong, and I wanted that to be an experience that other people had, and so I wanted to replicate that for others.” – Dr. Kristy Archuleta*
Loved this episode? Leave us a review and rating here:
https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303
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Apr 10, 2023
Nathan Astle: Experiencing Money Differently
In this episode of the Framework podcast, Jamie and Ana interview Nathan Astle, who shares his story of accidentally becoming a financial therapist and the importance of having deep conversations about money.
Nathan works with the Financial Therapy Clinical Institute, which uses a collaborative treatment team approach to help people experience money differently. He is optimistic about the future of the finance industry and the potential for positive change in the next 30 years. Along the way, the conversation includes some jokes and a discussion of emotions and behavior.
Loved this episode? Leave us a review and rating here:
https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303
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Apr 3, 2023
Megan McCoy: Unpacking Trust & The Power of Financial Planning Communication
Megan McCoy, a passionate researcher, teacher, and financial planner, joins Jamie and Ana on the Framework Podcast to discuss how a practitioner's communication and office environment can drastically improve the financial planning process, despite the challenging odds of achieving gender parity in the field.
*"Developing skills to be empathetic to others and a better listener is essential for financial planning." - Megan McCoy *
Through discussion of communication tips for financial planners and clients, Megan revealed her insight that communication can be emotional, and that when a person chooses a financial planner the environment of their meeting place plays a big role in their chose. She also highlighted the difficulty of achieving true gender equality in the financial industry and encouraged people to do what they love. Megan has dedicated herself to making a difference in the financial industry and has inspired others to do the same.
In this episode, you will learn the following:
1. Why advisors often do not hire other advisors for themselves.
2. What tips advisors can use to improve their communication.
3. How financial planners can structure their practices to better serve clients.
Loved this episode? Leave us a review and rating here:
https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303
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Mar 27, 2023
Reagan Cannon: The Courage to Lead & Practical Takeaways for Women
Reagan Cannon is an international speaker and coach who spent over 20 years in corporate America, leading teams of over 10,000 people globally. She has a passion for leading and developing leaders.
*"Be courageous, be the person. Move forward when you're still nervous and insecure and afraid and move forward anyways. And then eventually you do it and you do it and you do it, and you get...really confident." *
Reagan was an ambitious young girl, even at the age of 11, when she decided to become a certified Red Cross babysitter in order to make more money. She created a 'marketing campaign' of sorts, using post-it notes and nickels to make photocopies of her message. Later in life, Reagan learned that women often get stuck in middle management roles due to their lack of relationships in the workplace, and she partnered with a researcher to confirm her hypothesis. Through her research, she found that women need to learn how to use relational courage in order to build relationships and advance their careers.
In this episode, you will learn the following:
1. How women can become more confident and strategic in their workplace.
2. What he "Manila Folder Tactic" is, and how can it be used to increase confidence.
3. How women can use questions to challenge their bosses while remaining professional.
Loved this episode? Leave us a review and rating here:
https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303
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Mar 20, 2023
Heidi Johnson Bixby: Finding Success Through Financial Planning & Teamwork
Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by running a successful financial planning firm, despite the challenging demands of the industry.
*"If you want it, work for it and save your pennies - I learned at a very early age that if I wanted something, I could work and earn it." - Heidi Johnson Bixby *
Heidi had a passion for financial planning, but it was the entrepreneurial spirit she learned in her childhood that drove her to success. Through hard work, she built a successful financial planning firm and sought out mentors to help her continue to grow. With her own philosophy of giving and the ripple effect, Heidi was able to create a successful, team-oriented practice that puts clients first. She knows that freedom comes through hard work and is thankful to have the opportunity to do what she loves every day.
In this episode, you will learn the following:
1. How Heidi Johnson Bixby's experience as an entrepreneur informs…
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Mar 13, 2023
Reshell Smith: Empowering Others to Use Their Voice
Reshell Smith is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst who specializes in working with first generation wealth, C-suite executives, and divorcees. She is an advocate for empowering people to use their voice and is a regular speaker, writer, and media guest.
*"I'm using my voice to empower you to use yours." - Reshell Smith*
She shared her first money memory of her with her grandmother and how she got into the profession. She also gave advice to advisors on how to approach clients going through a divorce, and how to build relationships with divorce attorneys. Lastly, Reshell shared her journey in using her voice to empower others and the validation it brings.
In this episode, you will learn the following:
1. How to forge relationships with other professionals
2. How to develop skills in writing, speaking, and media engagements
3. Strategies for achieving financial stability
Loved this episode? Leave us a review and rating here:
https://podcasts.…
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Mar 6, 2023
Julie Ragatz & Mary Kate Gulick: Women In Financial Services & Uncovering the Barriers
Be an ally and join the fight for social justice in financial services with the power of empathy, transparency, and collaboration.
*"Pain pushes and vision pulls. And where we are right now is this industry is not in pain yet. ...So we have to have the vision and for me this is a deeply, and impactfully, an issue of social justice." - Julie Ragatz*
Julie Ragatz is a CFP® and the Vice President, NextGen & Advisor Development Programs at Carson Group. Mary Kate Gulick is a Senior Vice President, Advisor Marketing and Sales Enablement at Carson Group.
Julie Ragatz and Mary Kate Gulick discussed the lack of progress in the financial services industry in terms of women and diversity. They discussed the need for an intersectional approach to encourage more diverse women into the industry, and the importance of male allies in creating a more equitable environment. Through their own stories, Mary Kate and Julie highlighted the need for people in positions of influence to understand the int…
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Feb 27, 2023
Dr. Nandita Das: Unlocking the Future, Student Success & Financial Planning
Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial planning more accessible for diverse communities.
*"Once you show your passion, and again, you might have some struggles from your own colleagues, but the administration will see through it. And that's why I kind of smile - because if you are passionate about it, you will have followers and you will have the ability to make a difference."*
Nandita Das is a professor of finance and economics at Delaware State University and a CFA® and CFP® holder. She is an advocate for financial education and inclusion in the financial services industry and is dedicated to helping students find their place in the field.
Previously a dairy scientist, Nandita Das moved to the U.S. and determined to become a financial planner and ended up starting a CFP program at her university. Now, she is helping her students by providing personal finance classes, internships, and guidance on how to make job descriptions more…
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Feb 23, 2023
Emma Cramm: Challenging Your Thinking, Estate Planning & Beyond
*Welcome to this special FPA week episode!*
Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership Team. She is currently studying for her CFA and specializes in estate planning, helping clients build their legacy and honor the wishes of their loved ones.
*"Getting to walk alongside clients and their families when they've lost someone and saying, 'Hey, I'm handling all this paperwork, and I know this process, so let me walk through it with you so that you don't have to worry about money."*
Emma Cramm never expected to take an interest in financial planning. When she was younger, she wanted to become a basketball coach and had no interest in money. However, her family went through difficult financial times and so she decided she would never worry about money. A family friend suggested she look into financial planning, and she ended up interning in it. She soon realized this was the career she was meant for and loves helping clients through their financi…
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Feb 22, 2023
Robert Van Beek: An International Bestseller's Story
*Welcome to this special FPA week episode!*
When Robert Van Beek was denied a career in law enforcement, his mother steered him towards a financial career and decades later, Robert is a passionate international best-selling author and board member, determined to bridge the gap between financial planning and investment advising for the benefit of clients around the world.
Robert Van Beek is an international best-selling author and financial planner from Belgium. He has been involved in the financial planning profession for over 15 years and is currently a member of the FPA National Board. Robert is passionate about leveraging his knowledge to help more clients through his books and speaking engagements.
In this episode, you will learn the following:
1. How Robert Van Beek's parents helped him understand money with his first paycheck.
2. How Robert Van Beek is bridging the gap between the financial planning and investment worlds.
3. What led Robert Van Beek to an unexpected career…
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Feb 21, 2023
James Lee: From Paper Route to FPA President
*Welcome to this special FPA week episode!*
James Lee is the incoming FPA president and a financial planner with a background in investment research. He has a passion for helping people make good money decisions and has been a member of the Financial Planning Association since 2000.
*"Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society." - James Lee *
James Lee was of Korean descent, and so he felt a strong connection to the flavors of Korean cooking. To pursue better health, James and his wife adopted a vegan lifestyle. After college, James worked as an investment research analyst and then decided to become a comprehensive financial planner. With his background in analyzing legislation, James felt a responsibility to advocate for the financial planning profession and so he joined FPA and eventually became its president. Through his involvement with FPA, James was able to help…
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Feb 20, 2023
Chris Woods: From Financial Struggles to Financial Advising
*Welcome to this special FPA week episode!*
Chris Woods was a pizza-loving kid from St. Louis who was fascinated with the stock market from a young age. His dad taught him about the stock market and opened a bank account for him when he was only five years old.
*"The fact that he got me started opening a bank account that early at age five. No, I remember that. ...and so, I'm trying to pass that same thing on to my kids as well. Even experience with having an account and seeing the balance grow and what happens too."*
After playing professional basketball and pursuing a career in financial wholesaling, he decided to get his CFP certification and become a financial advisor. With the help of the FPA and his own determination, he was able to pursue his passion and become a successful financial advisor. His background in basketball gave him the competitive edge he needed to be successful in financial planning. Chris Woods found his success by never giving up on his dreams.
In this epis…
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Feb 13, 2023
Bob Burg: Impact of Mindset on Success: Bob Burg's Go Giver Story
Bob Burg is the co-author of the Go Giver, a book that promotes the idea of giving value to the marketplace. He is a well-known speaker on the topics of abundance and prosperity and has been writing and speaking on the subject for over 30 years.
*"The only way they can earn a whole lot of money is to provide value to a whole lot of people who willingly choose to do business with them. Which is why free market capitalism is such a powerful, powerful force for good."*
Bob Burg was a young boy, who was determined to make money mowing his family's lawn. His parents held up a $10 bill to show their appreciation, planting the seed in Bob that money was a reward for hard work. From then on, Bob sought to understand the impact mindset had on success. He realized that the world gave people horrendous messages about money, but he also knew that by providing immense value to the marketplace, success and abundance was achievable. Bob collaborated with John David Mann to create a parable, The Go-…
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Feb 6, 2023
Zoë Meggert: Finding Freedom Through Choice
Zoë Meggert is the founder of Perfectly Planned Content, a financial content agency. She provides financial advisors with organic content strategies to help them simplify and scale their marketing efforts. Zoë's aim is to find freedom by exploring options and choices in life.
"Finding freedom is not just about discovering one thing but finding a place in your life where you feel like you have options and choices, and the confidence to choose what brings you joy." - Zoë Meggert.
Zoë established Perfectly Planned Content in 2016, driven by her passion for storytelling in personal finance. She has since become a niche professional and built a successful team of freelance writers and contractors. Hearing about the positive impact financial advisors have on their clients' lives is her favorite aspect of the job, and she dreams of one day owning a lake house to write about their journeys.
In this episode, you'll learn:
1. How to effectively reach your target audience in a world of di…
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Jan 30, 2023
Laura Garfield & Sharon Gottula: When Story Meets Finance
In this episode of Framework, Laura and Sharon explore the serendipitous story of how they transitioned from making videos for the wine industry to financial services, while learning the lessons of how to be a rockstar on camera, as they search the heavens for the perfect answer.
*"Relationships are front and center and building trust is so important. And when you have those kind of as goals, then cookie cutter video doesn't necessarily help you get there."*
Laura and Sharon are the co-founders of Idea Decanter, a video production company that specializes in creating custom content for financial advisors. They have a wealth of experience in the wine industry and are passionate about helping advisors create videos that build trust with their audience.
In this episode, you will learn the following:
1. How Idea Decanter found its’ way from wine to the finances.
2. The techniques to make an advisor look like a "rock star" on camera.
3. Exploring the idea of customizing video content…
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Jan 23, 2023
Jon Dauphine: Advocating for Financial Stability for Underserved People
Jon Dauphiné is the CEO of the Foundation for Financial Planning, a nonprofit organization
that provides grants and resources to underserved families. He is a lawyer by training and has worked in the nonprofit sector for many years.
In this episode of the Framework Podcast, we focus on Financial Stability for Underserved People. Jon Dauphiné discusses the Foundation for Financial Planning, and how they have granted out more than $9 million to support pro bono programs at nonprofits. They have two national programs for families facing serious cancer, and another for at-risk seniors. They also have a matching platform, Probonoplannermatch.org, to connect CFP professionals to volunteer opportunities. He talks about the relationship between the Foundation and the Financial Planning Association (FPA), and the impact their initiatives have had on closing the gap between potential clients and paid clients.
"We try to motivate CFP professionals to become volunteers to do this great servic…
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Jan 16, 2023
David DeVoe: The Ultimate Business Rollercoaster
David DeVoe is CEO and Founder of DeVoe & Company, an investment bank and consulting firm. He has over 20 years of experience in the business strategy and banking world and is passionate about helping entrepreneurs make the most of their business - life decisions.
*"It's not like putting a deck on the back of the house or something. So, yeah, it's a fascinating space, and it's pretty dynamic these days...It's perhaps the biggest...business - life decision they'll ever make."*
David shared his experience of starting a clothing company in college and his journey to creating DeVoe and Company. He discussed how business owners going through a merger or acquisition must be prepared for the emotional rollercoaster of such a life decision, and how it is important to understand one's goals, fears, and aspirations. He also highlighted the importance of understanding the cultural fit of any potential partner or buyer.
*In this episode, you will learn the following:*
1. How he accidentally fo…
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Jan 9, 2023
Dan Moisand: Leveraging the Power of Real Financial Planning to Grow a Business
In this episode of the Framework podcast, Dan Moisand, incoming Chair of CFP
Board and past President of FPA, shares his journey of discovering the power of
financial planning and how his passion for helping others has enabled him to
build a successful practice on the Space Coast.
"It is a cliché because it's true: people don't know how much you care until
they know you care."
Dan spoke with Ana and Jamie about his journey into the profession and his
experience with FPA. He shared how he stumbled across a financial plan and
eventually affiliated with LPL. Dan's appreciation for FPA grew as he networked
and realized the diversity of other financial planners. He also shared the
importance of providing the best service to clients and leveraging the skills of
other talented people. Dan's journey to success in the profession and business
has been a slow, yet exponential growth.
*Key takeaways you’ll get from listening to this episode:*
1. How to leverage the power of real f…
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Jan 2, 2023
Amie Agamata: Meet FPA NexGen's President-Elect
Amie Agamata has big plans as she steps into her latest role: NexGen President-Elect for the Financial Planning Association (FPA). She has a multi-year goal to create a career pathway and resources to support new entries into the profession. She wants to open up NexGen gatherings to further encourage connection and network building. And she wants to create a repeatable process for succession planning within NexGen.
In today's episode, Jamie and Ana catch up with Amie in Seattle at FPA's annual conference. She shares her first money memory, the importance of networking, what it means to be part of the next generation of advisors, her early lessons as an advisor, the collaboration between FPA and Carson Coaching, and more.
You can find show notes and other information at CarsonGroup.com/Framework
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Dec 26, 2022
Dr. David Yeske: The Power of Volunteerism & Human Behavior in Financial Planning
Dr. David Yeske joins Jamie and Ana on the Framework podcast to discuss his success in the financial planning profession, his inspiring journey of volunteerism and his passion for seafood. He also discusses when he discovered the power of emotional connection and community for transforming his career and his clients' lives.
Dr. David Yeske is a financial planning practitioner and professor at Golden Gate University. He is an experienced volunteer with the Financial Planning Association and has been involved in the profession for over two decades.
You can find show notes and other information at CarsonGroup.com/Framework
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Dec 19, 2022
Howard Lindzon: Why Crypto Crashed and What to Expect in 2023
The past three years have been unprecedented on many levels. For investors and venture capital in particular, rising interest rates, hyper competitiveness and the speed of innovation have changed the game.
It's the end of an era, says Howard Lindzon, Founding Managing Partner of Social Leverage, an early stage seed investment fund, and co-founder of Stocktwits, a social network for investors and traders.
“The world is smaller today. You are not going to see an Uber that goes into China in its second year. You are going to see valuation compression and a lot of money chasing fewer big ideas," he says.
In today's episode, Howard tells Jamie and Ana why he started Stocktwits (“Twitter for stocks" as he describes it); what he looks for in a potential investment; why he focuses on seed stage companies; trends to watch in 2023; and why we need to mentor Gen Z and not criticize them.
You can find show notes and other information at CarsonGroup.com/Framework
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Dec 13, 2022
Lauryn Williams: Teaching Young Professionals Financial Literacy
Lauryn Williams is a four-time Olympian and the first American woman to win medals in both the summer and winter games. When she retired from professional sports, she founded Worth Winning to help young professionals take control of their finances.
Growing up in a family with eight children, Lauryn understood early that money was a tool to help you live the life you want. However, her own experience working with financial planners as a young professional athlete with a six-figure income left her frustrated.
Jamie and Ana caught up with Lauryn in Nashville, where she was among the speakers at Carson Group's Excell Represent Conference. In today's episode, Lauryn shares her philosophy about objectives, obstacles and how to figure out what's next once you've achieved your goals, her path to financial planning and the impact she wants to have.
You can find show notes and other information at CarsonGroup.com/Framework
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Dec 5, 2022
Susan Thompson: Inspiring Fearless Women
In today's episode, Sue talks to Jamie and Ana about the genesis of the Women in ETFs industry group, investment strategies for the current market, the significance of stock exchange bell-ringing events and her go-to karaoke song.
“Fearless Girl" has been an inspiration to women since State Street Global Advisors first placed the statue in New York's financial district in 2017. This representation is one of the things that Susan (Sue) Thompson, Head of Americas Distribution for SPDR ETF at State Street Global Advisors, is most proud of about her firm.
You can find show notes and other information at CarsonGroup.com/Framework
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Nov 28, 2022
Toussaint Bailey: Aligning Values with Investment
Aligning investments with personal values is a passion for Toussaint Bailey, and it's the foundation of Uplifting Capital, the investment platform where he is founder and CEO.
The firm was born out of the introspection that followed his processing of George Floyd's death.
“It caused everyone to reflect on where we were personally and as a country," Toussaint says.
His first action was to call an all-hands meeting where the team conducted their normal routine of one-word check-ins about their feelings. His voice shaking, he managed to share the word “distracted."
As the sole Black professional in his firm, he hadn't expected his colleagues to be equally weighed down by the moment, but it opened up productive conversations about racism and workplace bias.
“These were conversations I'd never let into work before, but I became inspired to promote them more," he says.
That led to bringing in speaking and listening therapists and coaches to help facilitate conversations that allo…
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Nov 25, 2022
Framework: What it takes to find financial freedom
It's a special episode of the Framework podcast as host Jamie Hopkins and Carson Group founder Ron Carson celebrate the launch of their new book Find Your Freedom: Financial Planning for a Life on Purpose.
They developed the book to help people envision and ultimately realize what life can be like if they don't have to worry about money – one of the key barriers to personal freedom.
In today's episode, Jamie welcomes Ron and the contributors who helped inform the book, including Jamie Carroll, Managing Partner at Carson Wealth Management, Marques Ogden, business coach, corporate consultant and host of the podcast Get Authentic With Marques Show, Kellan Brown, Vice President Strategic Partnerships at Finance of America Reverse and Jacqueline 'Jaq' Campbell, President, CEO and Senior Wealth Advisor at Alexander Legacy Private Wealth Management.
Click here to find "Find Your Freedom" by Jamie Hopkins.
You can find show notes and other information at CarsonGroup.com/Framework
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Nov 24, 2022
Chris Schembra: Leveraging the Power of Gratitude
When Chris Schembra hosted a dinner party to show off his new pasta sauce recipe, he had no idea the conversation would lead him down a new career path. To foster connections, he asked his guests to name a person they had never thanked. If they could give more credit to someone, who would that be?
“What this question does so well is that you're not asking a person a direct question about themselves," Chris, now the founder of the 7:47 Gratitude Experience, says. “You're giving them the opportunity to tell a story about someone else – a third-grade teacher, a childhood friend's mom – so there's not a lot of pressure."
In today's episode, Chris talks to Jamie about ways to practice gratitude at the Thanksgiving table beyond just naming things you're thankful for, such as food and health. He also offers some suggestions for short meditation exercises that can help you refocus on positive thinking. Finally, he shares his thoughts on how freedom and practicing gratitude are connec…
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Nov 23, 2022
Mary Kate Gulick: Write a Book to Supercharge Your Business
As a financial services marketing veteran who has coached numerous successful business owners, Mary Kate Gulick knows the power of authorship in establishing professional credibility. In fact, the Chief Marketing Officer for Carson Group has written her own book, aptly titled The Real Deal: Get Known for Your Genuine Expertise in an Era of Bullsh*t Gurus.
In today's episode, Mary Kate talks to Jamie about her top tips for writing a book, the pros and cons of various publishing methods and how she defines financial freedom for herself.
Click here to find "Find Your Freedom" by Jamie Hopkins.
You can find show notes and other information at CarsonGroup.com/Framework
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Nov 21, 2022
Jamie Hopkins: Finding Your Financial Freedom
Long-time listeners of the Framework podcast know one of the hosts' favorite questions is about their guests' first money memory. While it serves as an ideal conversation starter, they also realize the incredible impact past experiences have on your outlook and relationship with money throughout your life.
The concept of how your money history influences you is one of the key premises of the new book Find Your Freedom: Financial Planning for a Life on Purpose, by Jamie Hopkins, Esq., CFP®, Managing Partner of Wealth Solutions at Carson Group, and Ron Carson, CFP®, founder and CEO of Carson Group.
Jamie hopes readers come away with two key conclusions. The first is that they need the courage to take control of their financial life and give themselves permission to do what they want.
In today's episode, Ana talks to Jamie about how his process for goal-setting has evolved over the years, how to use gifting occasions to reflect your loved ones' values, the creative way he helps his k…
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Nov 14, 2022
Tucker Bryant: Unlocking Innovation Through Vulnerability
Poetry and leadership. What do they have in common? More than you might think, says Tucker Bryant. A poet and former marketing manager at Google, Tucker has a unique vantage point. Both poets and leaders must embrace innovation if they hope to release something transformational into the world.
You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 7, 2022
Odaro Aisueni: Get Ready for Gen Z Advisors
In the past, advisors sometimes took a circuitous route to their profession via roles at brokerage firms, insurance companies and altogether unrelated workplaces. But the rise of undergraduate financial planning programs is letting college students jump in to advising from the start.
Just ask Odaro Aisueni, wealth planning administrator with Carson Group. Odaro majored in personal financial planning at Texas Tech University, a program that showed him not only how to work with clients, but also how to market himself and build his brand. For Odaro, who says he's been on social media since third grade, that means having a big online presence.
You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 31, 2022
Abby Wambach: How Rage Can Fuel Your Ambition
Can rage be a positive emotion? It is to Abby Wambach, one of the most celebrated women in U.S. soccer.
Abby recalls a time in 2016, shortly after she retired from professional soccer, when she received an ESPY Icon Award alongside Peyton Manning and the late Kobe Bryant. Initially honored, Abby's euphoria soon became replaced with rage.
“Their biggest concerns were where they were going to invest their hundreds of millions of dollars that they collectively earned throughout their careers, but my biggest concern was how to pay my mortgage," the two-time Olympic gold medalist says.
You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 24, 2022
Lauren Simmons: The Power of Curiosity
For all the talk of diversity, equity and inclusion in the workplace, Wall Street remains a boys' club, specifically a white boys' club. But that didn't faze Lauren Simmons, host of the Money Moves podcast, when she landed her first job on the New York Stock Exchange (NYSE) in 2017.
You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 17, 2022
Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money Dynamics
Many financial advisors find themselves unwittingly playing the part of family counselor. Their clients, meanwhile, often don't even realize the financial decisions they are wrestling with are governed by past experiences.
Take a story shared by Sonya Lutter, CFP® and associate professor of personal financial planning at Kansas State University, about a client who was tight-lipped on finances. During an art exercise, he created a pig, a reminder of his youth when he showed animals at the county fair. While reminiscing, he mentioned a long-forgotten incident when his parents sold the prize pig he'd labored to raise, yet he never saw a dime of the money. That's when the lightbulb went on for his wife, who suddenly realized why he wanted to know where every penny goes.
You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 10, 2022
Jim Cooper: Bringing Insurance to Holistic Financial Planning
Saving and investing are the cornerstones of financial planning. What gets less attention is insurance and its role as a risk-management tool. Yet, without insurance, any well-crafted financial plan is at risk of falling apart in the event of a catastrophe.
The rise of fee-based insurance solutions gives RIAs a way to incorporate life, disability and long-term care and annuities into their clients' holistic financial plans, says Jim Cooper, co-chief executive officer of Financial Independence Group.
You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 3, 2022
Daniel Pink: Change the Situation, Not the Person
In trying to make positive changes – whether to our diet, exercise regime or finances – we tend to focus on our own behaviors and our own will. But maybe change isn't just about the individual, argues best-selling author Daniel Pink. Maybe change will come if we put ourselves in situations that make better behaviors easier to accomplish.
You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 26, 2022
Dave Francis: Bringing Technological Transformation to Medicare Shopping
With too many choices and confusing deadlines, it's no wonder enrolling for Medicare is one of the most frustrating experiences many Americans will have.
But it doesn't have to be that way, insists Dave Francis, co-founder and Chief Executive Officer of Healthpilot. Healthpilot aims to bring the same ease and convenience to the Medicare shopping experience that consumers now enjoy on sites like Amazon and Warby Parker. As the former COO and CFO of eHealth, a health insurance marketplace, Dave is very familiar with how healthcare can be made better using technology.
You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 19, 2022
Patrick Mahoney and Dennis Moore: Making Financial Planning a Profession
In July 2022, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners™, announced it will lead the effort to achieve legal recognition of the term “financial planner" through title protection – the first step to moving from an industry to a profession.
“We believe financial planning is a noble, worthy profession and the title 'financial planner' deserves legal protection," says FPA President Dennis Moore. “Right now, there is no set standard for someone calling themselves a financial planner."
You can find show notes and other information at CarsonGroup.com/Framework
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Sep 12, 2022
Paul West: Helping CEOs Strategize Wealth
A couple of years ago, Paul West, managing partner at Carson Wealth, saw a gap in the market to better support business owners and executives. As a one-time business owner who still sees himself as an entrepreneur, he realized the need for a team approach to address the complex money management requirements of this group.
Today, West, who has been ranked among Barron's Top 100 Independent Wealth Advisors and as a Best-in-State Wealth Advisor by Forbes, works with Carson private clients (CEOs, executives and multigenerational families) to do just that. A big part of the strategy is helping business owners transition to life outside the business.
You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 5, 2022
Hester Peirce and Lori Schock: The SEC's Quest to Boost Investor Literacy
Investor literacy is more important today than ever, given the sea change in how consumers use the stock market, says Lori Schock, director of the Office of Investor Education and Advocacy at the U.S. Securities and Exchange Commission (SEC).
Investing used to be largely the domain of the wealthy at a time when people would have lengthy tenures at one job and most retired with a company-paid pension that lasted their lifetime. However, when self-funding your retirement through vehicles like 401(k)s became more prominent, average consumers started to need to understand investments.
You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 29, 2022
Evan Leaphart: Teaching Kids Why Credit Matters
Serial entrepreneur Evan Leaphart didn't realize the importance of a solid credit score until he started seeking financing for his various ventures. Today, he is the founder and CEO of Kiddie Kredit, a family-oriented digital platform that aims to demystify credit and shine a light on how your credit score affects your financial future.
“I hadn't realized how critical my credit score was until I tried to get a business loan and even buy a house," Evan says. “I built Kiddie Kredit as the solution I wish I had had myself."
You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 22, 2022
Akeiva M. Ellis: Developing Partnerships to Improve Diversity
Before she began a career in financial advice, Akeiva M. Ellis had ambitions to be a teacher. “It's funny how I ended up doing that anyway," she said of her current work as a financial education specialist with Ballentine Partners and as co-founder of The Bemused, a personal finance website.
You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 15, 2022
Denise Appleby: Answering the Tough Questions on Retirement Plans
Growing up in Jamaica, retirement planning was simple for the friends and family of Denise Appleby, owner of Appleby Retirement Consulting Inc.
“People would just get old and live off the land," she says. "My aunt raised chickens and had a garden. Her husband would go to the beach and come back with fish."
After moving to the United States, Denise began working in the IRA department for Pershing LLC, a clearing house. Denise discovered she had a passion for the laws behind retirement plans. She read everything she could get her hands on, including the actual tax codes. She soon became the go-to person at her firm for answering questions, even for the legal department.
You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 12, 2022
Ed Slott: How Taxes Can Kill Retirement Dreams
Taxes are the biggest challenge for investors approaching retirement, says Ed Slott, Founder and President of Ed Slott and Company, Professor at The American College of Financial Services and nationally recognized IRA distribution expert. In today's episode of Carson Group and PIMCO's Retirement Income Series, Ed shares insights and strategies to minimize taxes in retirement.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their investment professional prior to making an investment decision.*
This podcast is brought to you by Carson Group and PIMCO, who are unaffiliated entities…
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Aug 12, 2022
Jeffrey Levine: A Future-Focused Approach to Tax Planning
Effective tax planning requires a big-picture approach to reduce a client's tax bill over their whole life. That's the view of Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, who brings a holistic view to his work as a financial advisor.
“Most CPAs are historians – they're looking back and recording what happened, but I'm more interested in looking at the future," Jeffrey says.
From his perspective, the important thing to manage isn't the tax that clients owe today, but how much they might owe in the future – and how to minimize that tax bite.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving…
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Aug 11, 2022
Marguerita Cheng: Retirement Planning is Personal
The retirement planning work of Marguerita (Rita) Cheng, CFP®,* *CEO at Blue Ocean Global Wealth, is inspired by lessons from her parents. With a large age gap between them, Rita's mother was only 46 when her father retired at age 60, and her sister was still in high school. That presented a different set of needs than a traditional position where kids are grown and gone and the retiring couple is in the same age bracket. Seeing them navigate these circumstances convinced Rita that the more options people have, the better.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their in…
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Aug 10, 2022
Dr. Roger Ibbotson: Ensuring You Don't Outlive Your Money
With life expectancies on the rise, retirement can now span decades. How can you make sure your money lasts? In today's episode of Carson Group and PIMCO's Retirement Income Series, Dr. Roger Ibbotson, Professor in the Practice Emeritus of Finance at Yale School of Management and Chairman of Zebra Capital Management, an equity investment and hedge fund manager, offers his insights on how to tackle the question that's keeping advisors and clients up at night.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their investment professional prior to making an investment decision.*
Thi…
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Aug 9, 2022
Mary Beth Franklin: Making Social Security Work for Clients
What role does Social Security play in a retirement income plan?
In today's episode of Carson Group and PIMCO's Retirement Income Series, business journalist, CFP and Social Security expert Mary Beth Franklin provides a history lesson on the pivotal Social Security policy that saved the program in 1983. She talks about where we are today in terms of funding and what the American public needs to know about what is, for many, the only form of guaranteed income for life.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their investment professional prior to making an investment deci…
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Aug 8, 2022
Robert Powell: Helping Advisors Reimagine Retirement Planning
Retirement income planning is not a one-size-fits-all endeavor. Yet many advisors fail to use all of the tools available to them as they plan the best version of their clients' retirement years, says Robert (Bob) Powell, an award-winning financial journalist who is widely known as "Mr. Retirement."
In today's episode of Carson Group and PIMCO's Retirement Income Series, Bob offers an assessment of what advisors are doing well — and what they could be doing better. In a candid conversation with Jamie and Devin Ekberg, Senior Consultant and Education Advisor with PIMCO, he also reveals details of his own retirement plan.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an i…
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Aug 1, 2022
Ryan Detrick: Making Sense of the Markets in Times of Turmoil
Ryan Detrick recently left one of the largest broker-dealers in the country to join Carson Group as the Chief Market Strategist, where he’ll work with the Investments team to provide research and guidance to help drive growth for Carson’s partners.
In today’s episode, he sits down with Jamie to talk about the markets and the risk of recession, what led him to Carson and the impact he hopes to have, and why it’s always OK to ask for help.
You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 25, 2022
Danielle Andrus: The Inside Scoop at the Journal of Financial Planning
For more than 40 years, the award-winning Journal of Financial Planning has helped financial planners support clients and build their practices. Topics include the latest academic research – such as evaluating the link between marital status and risk tolerance – to the practical – such as why it may be a good idea for clients to choose to take early IRA distributions (or not).
One year into her tenure as editor, Danielle Andrus shares a behind-the-scenes look at the Financial Planning Association's (FPA) premier publication.
You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 18, 2022
Kamila Elliott: Diversity Will Build a Stronger Profession
Education is the key to a successful retirement, and Kamila Elliott, CFP®, CEO and founder of Collective Wealth Partners in Atlanta, is on a mission to spread the word to diverse communities. As the first African-American woman to serve in the prominent board chair role for the CFP, she aims to increase diversity in the industry, as well.
You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 11, 2022
Diego A. Verdugo: Paying It Forward Yields Personal Dividends
Lifelong learning is the key to success, a philosophy Diego A. Verdugo embraced as a kid and carries on to this day. As Director of the Knowledge Hub for Principal Global Investors, he spends much of his professional career helping advisors amplify their businesses.
Growing up in a family that struggled to make ends meet after immigrating from Mexico, Diego learned the value of hard work early. He saw his father supplement his income with weekend landscaping jobs and his mother work in a grocery store while making money on the side cooking for neighbors or making small loans.
You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 4, 2022
Dr. Howard Liu: Reconnecting for Better Mental Health
Dr. Howard Liu has had a front row seat to the mental health impacts of the pandemic through his work as a child psychiatrist and Chair of the University of Nebraska Medical Center (UNMC) Department of Psychiatry. He argues that one of the most critical factors to improving mental health is reconnecting with one another as we shake off the effects of isolation.
You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 28, 2022
Anthony Zhang: Turning Challenge into Opportunity
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, but Anthony claims the wine market did not follow this trajectory. It was on its own path. Two years later, Vinovest has more than 10,000 investors and is helping to turn luxury wine into a viable alternative asset class for mainstream investors.
You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 24, 2022
Christine Benz: Breaking Down Retirement Income Planning Strategies
What philosophy guides your clients' retirement income planning? In today's episode of Carson Group and PIMCO's Retirement Income Series, Christine Benz, Morningstar's Director of Personal Finance, explains the key strategies in retirement income planning and how advisors can educate their clients about the different approaches.
A highly respected expert in the retirement income space, Christine is the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. She traces her interest in the field to her father-in-law's income-centric approach to investing at the expense of a diversified portfolio.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investme…
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Jun 24, 2022
Dr. Richard Thaler: The Psychology Driving Our Money Decisions
Why do we make the decisions we do when it comes to money?
In today's episode of Carson Group and PIMCO's Retirement Income Series, behavioral economist Dr. Richard H. Thaler takes listeners on a journey through the psychology of decision-making.
Winner of the Nobel Memorial Prize in Economic Sciences, Richard is also co-author of the global bestseller Nudge and Misbehaving: The Making of Behavioral Economics. Fun fact: He was also in the movie The Big Short.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their investment professional prior to making an investment decision.*…
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Jun 23, 2022
Dr. Wade Pfau: Retirement Planning in a Changing World
In today's episode of Carson Group and PIMCO's Retirement Income Series, Dr. Wade Pfau dives into the 4% rule and other retirement planning strategies.
Wade is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement plan. He is also the RICP®️ Program Director at The American College.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their investment professional prior to making an investment decision.*
This podcast is brought to you by Carson Group and PIMCO, who are unaffiliated entities.…
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Jun 22, 2022
Bonnie Treichel: Saving and Spending in Retirement
In today's episode of Carson Group and PIMCO's Retirement Income Series, Bonnie Treichel talks about what she does to help people be empowered with the financial knowledge to save.
Bonnie is the founder and Chief Solutions Officer of Endeavor Retirement, where she counsels retirement plan advisors on governance and how to run compliant retirement plans. Bonnie merges her experience as an Employee Retirement Income Security Act (ERISA) attorney and as a retirement plan advisor working with startups and multibillion-dollar companies to provide her Endeavor clients with a practical approach to compliance.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product…
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Jun 21, 2022
Michael Finke: Learning How to Spend in Retirement
In today's episode, retirement expert and The American College of Financial Services Wealth Management Professor Michael Finke shares an economist's perspective on retirement income planning.
In addition to his role in the classroom, Michael also serves as Director for the Granum Center for Financial Security and the Frank M. Engle Distinguished Chair in Economic Security at The American College. He is focused on advancing knowledge in the emerging field of retirement income planning and preparing the next generation of practitioners to think more broadly about this topic.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving…
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Jun 20, 2022
Dana Anspach: Creating Reliable Cash Flow in Retirement
To help financial advisors address current market volatility and assist clients to enjoy the retirement they want, Carson Group partnered with investment management firm PIMCO to produce this Retirement Income Series. We tapped Dana Anspach, founder and CEO of Sensible Money, to kick off the series by sharing her significant insights and expertise.
You can find show notes and other information at CarsonGroup.com/Framework.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
*Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their investment professional prior to making an investment decision.*
This podcast is brought to you by Carson Group and PIMCO, who are unaffiliated entities. This material contains the…
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Jun 13, 2022
Framing the Issue: Greg Opitz on Embracing Purpose to Build Trust
How do you differentiate yourself as a financial advisor? For Carson Coaching's Greg Opitz, it comes down to understanding and communicating your greater purpose: to help people. By embracing purpose, advisors can differentiate their planning process and build their brand. This will build excitement and engagement among team members and confidence among clients.
You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 6, 2022
What Makes a Great Advisor Event?
Events are a fantastic way to share your expertise and grow your client base, yet during the pandemic they underwent drastic changes as everything moved to the virtual environment. Now as we begin to emerge from COVID isolation and feel more comfortable interacting in groups, meetings are back on the schedule.
In this episode, Jamie and Ana discuss event best practices, with Jamie sharing his perspective as a veteran speaker who's presented at well over 1,000 conferences, and Ana giving her takeaways from recent meetings she's attended.
You can find show notes and other information at CarsonGroup.com/Framework.
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May 30, 2022
Saundra D. Davis: Bridging the Advice Gap
Whether we realize it or not, our lived experience is the biggest driver for how we manage money. Saundra D. Davis, financial coach, educator and motivational speaker, founded non-profit Sage Financial Solutions to bridge the gap between financial services and low-wealth communities and help people understand the “why" behind their financial decisions.
You can find show notes and other information at CarsonGroup.com/Framework.
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May 23, 2022
Diana G. Yáñez: Building Good Money Habits in Community
What would it look like if financial advisors adopted a group approach to coaching? It's a question Certified Financial Planner and newly minted entrepreneur Diana G. Yáñez is exploring with her new business, All the Colors. She is building on a well-proven premise: The fastest way to build a new habit is to join a group of people who are already doing the thing you want to do.
You can find show notes and other information at CarsonGroup.com/Framework.
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May 16, 2022
Ann Garcia: Helping Families Pay for College
Student loan forgiveness is a hot topic, but not a new one. Neither is the idea of free college. Many people with young kids think they don't need to bother saving for college because it will be free by the time their kids go. That's probably a mistake, says Ann Garcia, Partner with Independent Progressive Advisors – a fee-only registered investment advisor – and writer of The College Financial Lady blog.
“While I do hope it happens, free college is limited to tuition, to
public colleges and will be based on income," - Ann
You can find show notes and other information at CarsonGroup.com/Framework.
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May 9, 2022
Lorne Jenkins: Money Lessons Designed to Empower
What would the world be like if kids graduated high school understanding how money works and how to take control of their personal finances? It's a question Lorne Jenkins, CEO and founder of Mini Money Management, is trying to answer with his microlearning financial literacy lessons and workshops for students.
You can find show notes and other information at CarsonGroup.com/Framework.
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May 2, 2022
Louis Barajas: Breaking Down Barriers to Wealth Creation
In this week's episode, Ana speaks to Louis about growing up poor and being in charge of his parents' finances, why diversity is important and still such a work in progress within the world of financial advisory services, and how financial advisors can play an important role in moving people out of poverty. “My goal was always to give my parents the same access to financial planning that the super wealthy have," he says. He has done that and more.
You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 25, 2022
Terence 'Bud' Crawford: Fighting for Change
Ranked one of the world's best pound-for-pound boxers, Terence 'Bud' Crawford was born to fight. His father, grandfather and an uncle were all amateur boxers. The late, great boxing coach Midge Minor saw 7-year-old Terence getting into fights in the neighborhood and took him under his wing and into the gym. That's where Terence learned natural talent will only get you so far. He credits his coaches with saving his life.
You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 18, 2022
Burt White: The New Currency is Human
Carson Group is redefining how the financial advice industry thinks and talks about wealth. Helping to shape this evolution is Carson‘s new Managing Partner, Chief Strategy Officer Burt White, a longtime advocate for independent advisors with years of experience in the financial services space.
“As an organization, as a profession, we have an opportunity to try to get behind the Xs and Os of wealth to understand what makes people tick," said Ron Carson, founder and CEO at Carson Group. "At the end of the day, it's all about humans living on this planet together. I want Carson to be at the forefront of helping people see we have more commonalities than differences."
You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 11, 2022
Bonnie Treichel: How to Enter the 401(k) Space
In today's episode, Jamie and Ana speak to Bonnie Treichel, Chief Solutions Officer and Founder of Endeavor Retirement, where she counsels retirement plan advisors on governance and how to run compliant retirement plans.
You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 4, 2022
Framing the Issue: Craig Lemoine on the Path to the Advice Profession
In today's episode, Jamie and Ana speak with Craig Lemoine, director of the Financial Planning Program at the University of Illinois, Urbana-Champaign and creator of the first-of-its-kind Agriculture Focused Financial Planning designation. Before joining the University of Illinois, Craig helped create and teach professional designations at The American College of Financial Services.
You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 28, 2022
Bill Crager: Introducing Informed Financial Choices To A Broader Population
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Bill Crager, Co-Founder and Chief Executive Officer of Envestnet, about disrupting money, taking control of your financial life amid uncertainties, and building business models that address diverse communities. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 21, 2022
Janet Alvarez: Understanding Debt, Personal Finance, and Sincerity in Financial Journalism
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Janet Alvarez, the Deputy Business Editor at Philadelphia Inquirer, about debt and credit, personal finance, and the need for sincerity in financial journalism. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 18, 2022
Edgar Villanueva: Decolonizing Wealth and Wealth Management
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Edgar Villanueva, Founder of Decolonizing Wealth Project, about how steps of healing are relevant to the financial sector, how decolonization can help in building wealth, and how investments should stay socially conscious no matter what. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 17, 2022
Zach and Michael Conway: Aligning Life and Wealth In Investing
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Zach and Michael Conway from Conway Wealth Group, about focusing on the “life” aspect of financial planning for clients, and choosing a more productive approach for advisors when talking about sustainable investing. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 16, 2022
Gabe Rissman: How ESG Creates Impact for Clients
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Gabe Rissman, Co-Founder and President of YourStake, about the importance of firms’ commitment to ESG, the need for portfolio metrics to avoid greenwashing, and how to have better ESG conversations with clients. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 15, 2022
Jay Lipman: How to Talk About ESG With Clients
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Jay Lipman, Co-Founder and President of Ethic, about how to talk about ESG with clients, and how ESG strategies impact companies and investors. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 14, 2022
Sarah Kjellberg: Pushing The Industry Toward A More Sustainable Future
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Sarah Kjellberg, Head of Sustainable ETFs at BlackRock, about how data drives the evolution of sustainability in investing, how to help investors that demand “impact”, and how the industry as a whole can move toward a sustainable future. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 7, 2022
Sonya Dreizler & Liv Gagnon: Bringing Diverse Perspectives into the Spotlight
This week's guests, Sonya Dreizler and Liv Gagnon, founders of Choir, talk with Jamie and Ana about how they recognized the opportunity to represent different perspectives after attending multiple events with the same speakers and the same topics. That epiphany helped lead Sonya and Liv to create Choir, the first diversity certification for financial conferences. You can find show notes and other information at CarsonGroup.com/Framework.
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Feb 28, 2022
Anders Jones: Holistic Financial Services and Achieving Client Success
This week, Jamie Hopkins and Ana Trujillo Limon talk with Anders Jones, CEO and Co-founder of Facet Wealth, about ensuring holistic financial services, leveraging tech tools and custodian platforms, and conscientiously improving clients’ experience. You can find show notes and other information at CarsonGroup.com/Framework.
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Feb 21, 2022
Scott Harrison: Bringing Clean Water to the World
This week, Jamie Hopkins talks with Scott Harrison, founder, and CEO of charity: water, about the current state of the global water crisis, the disconnect between the proposed solutions and the real issues, and the ways in which the non-profit organization is making a difference. You can find show notes and other information at CarsonGroup.com/Framework.
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Feb 14, 2022
Erin Wood: Personal Finance From One Generation to Another
This week, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood, Senior Vice President for Financial Planning at Carson Group, about establishing a first-generation financial plan, pushing for continual tech innovation in every firm, and staying accessible even in a successful advisor career. You can find show notes and other information at CarsonGroup.com/Framework.
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Feb 7, 2022
Justin Castelli: Creating Content and Building a Holistic Community for Advisors
This week, Jamie Hopkins and Ana Trujillo Limon talk with Justin Castelli, Chief of Staff at Onramp Invest and co-founder of The AGC, about creating content for financial advisors, building a holistic community of advisors, and choosing a niche. You can find show notes and other information at CarsonGroup.com/Framework.
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Jan 31, 2022
Nicole Casperson: Diving Into the World of Fintech Media
This week, Jamie Hopkins and Ana Trujillo Limon talk with Nicole Casperson, Founder of WTFintech?, about the future of fintech media, the importance of innovation and inclusion in fintech, and her shift from reporter to creator. You can find show notes and other information at CarsonGroup.com/Framework.
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Jan 24, 2022
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 Development Programs at Carson Group, and Erin Wood, Senior Vice President- Financial Planning at Carson Group. They talk about behavioral finance, how past experiences can influence financial decisions, and how they help clients change their mindset toward a more favorable financial outlook.You can find show notes and other information at CarsonGroup.com/Framework.
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Jan 17, 2022
Kate Healy: Creating a More Diverse and Equitable Industry
This week, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy, former Managing Director of Generation Next at TD Ameritrade Institutional, about upholding a client-first focus in financial advising, bringing flexibility in the workplace to cater to diverse talents, and utilizing metrics in elevating diversity and inclusion campaigns. You can find show notes and other information at CarsonGroup.com/Framework.
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Jan 10, 2022
Phil Loughlin: Investing in Founder-Led Businesses
This week, Jamie Hopkins and Ana Trujillo Limon talk with Phil Loughlin, Managing Director at Bain Capital Private Equity, about what it takes to be a successful founder, why investors go for founder-led businesses, and why reciprocal partnership is needed between the investor and the founder. You can find show notes and other information at CarsonGroup.com/Framework.
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Jan 3, 2022
Joelle Martinez: Unleashing the Economic and Social Potential of Diversity
This week, Ana Trujillo Limon talks with Joelle Martinez, President, and CEO of the Latino Leadership Institute, about how leadership programs should be based on neurosciences, why self-awareness should be at the center of diversity goals, and why understanding and honoring Latino roots can impact not just the BIPOC population, but every American.You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 27, 2021
Danika Waddell: Turning Crisis Into Opportunity
This week, Ana Trujillo Limon talks with Danika Waddell, President and Founder at Xena Financial Planning, about the story behind the founding of her business, why financial planning is a great career choice, and how she wants to make a positive impact on the lives of people from different backgrounds. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 20, 2021
Ana Trujillo Limon: The Power of Being Inclusive and Authentic
This week, Jamie Hopkins and Broderick Lothringer talk with Ana Trujillo Limon, Framework’s new co-host, and the Director of Coaching and Advisor Content at Carson Group. Ana talks about the power of being inclusive and authentic, career lessons from running marathons, and her personal and career background. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 17, 2021
Mary Kate Gulick, Abby Salameh, and Anthony Stich: Winning Strategies for Effective Marketing
In today’s episode, Ana Trujillo Limon talks with Mary Kate Gulick, CMO at Carson Group, Abby Salameh, CMO at CAIS, and Anthony Stich, COO at NaviPlan, about how they found their passion for marketing, how to create an effective marketing plan, and powerful insights for independent advisors and firms alike. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 16, 2021
Ric Edelman: Harnessing The Power of Broadcast Media for Financial Literacy
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Ric Edelman, Founder at Edelman Financial Engines, New York Times Best-Selling Author, and Host of the Ric Edelman Show. Ric talks with Ana and Jamie about his contributions to the financial services industry, why advisors should be knowledgeable about digital assets, and what advice he offers to financial advisors who want to start their own businesses. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 15, 2021
Mary Kate Gulick: Breaking Down Barriers to Effective Marketing
In today's episode, Jamie Hopkins and Ana Trujillo Limon talk with Mary Kate Gulick about the biggest barriers to advisor growth, personal branding, and why professional goals should align with values. Mary Kate is the CMO at Carson Group, FinServ Marketing Leader, and Amazon Bestselling Author. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 14, 2021
Brittney Castro: Social Media and Brand Marketing for Financial Advisors
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Brittney Castro, Founder and CEO of Financially Wise Inc., about how to build a successful brand, how the pandemic forced advisors and RIAs to transition to digital communication, and why financial advisors should be in TikTok. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 13, 2021
Emily Binder: The Many Facets of Digital Marketing
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Emily Binder, Founder of Wealth Voice, about how to launch a successful podcast, why branding is important for your business, and how to stay on top of your content creation game. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 6, 2021
Inga Timmerman: The Role of Financial Planning in Choosing a Career
This week, Ana Trujillo Limon talks with Inga Timmerman, Associate Professor of Finance and Financial Planning at California State University, and Founder at Attainable Wealth. Inga discusses her transition from a career in corporate finance to being a teacher and owning her own company, how she helps students optimize their career choices, and what it takes to land a job in the financial planning field. You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 29, 2021
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 financial advisor, how the asset management industry has evolved, and why reputation is important to financial advisors.You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 22, 2021
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 endeavor, and how small positive acts can have a huge impact on people's lives.You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 15, 2021
Nzinga Shaw: Delivering Business Results Through Diversity and Inclusion
This week, James Hopkins and Ana Trujillo Limon talk with Nzinga Shaw, Vice President for Human Resources at Edelman, about the duties of diversity and inclusion leaders in firms, and how to prepare yourself for success.You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 8, 2021
Dr. Ajamu Loving: Wealth Building and Generational Planning for Minorities
This week, Ana Trujillo Limon talks with Dr. Ajamu Loving, Assistant Professor of Finance at The University of North Texas at Dallas and host of the Loving Consulting podcast, about the impact of building generational wealth, maintaining good health, and prioritizing diversity in firms.You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 1, 2021
Dana Wilson: Encouraging Intentional Visibility in Finance
This week, Jamie Hopkins and Ana Trujillo Limon talk with Dana Wilson, CEO & Founder of CHIP (Changing How Individuals Prosper), about ensuring visibility and sustainability of financial professionals of color in the finance industry and our role as leaders and advocates. You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 25, 2021
Dr. Jen Welter: Leveling the Playing Field for Women
This week, Jamie Hopkins and Brodrick Lothringer talk with Dr. Jen Welter, the first female NFL coach, about freeing up opportunities for girls and women in professional sports, and taking every step with conviction and bravery in your career. You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 18, 2021
Luis Rosa: Addressing Disparities and Inequities in Finance
This week, Jamie Hopkins and Ana Trujillo Limon speak with Luis Rosa, Founder of Build A Better Financial Future, LLC., about addressing disparities in finance for minorities, reducing internship inequity, and leveraging CFP designation to help others achieve their goals.You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 11, 2021
Andrew Komarow: Financial Independence for Neurodiverse People
This week, Jamie Hopkins and Ana Trujillo Limon talk with Andrew Komarow, CEO and Founder of Planning Across the Spectrum, about why raising awareness about neurodiversity in the financial industry is critical, and how advisors can effectively help the underserved special needs community.You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 4, 2021
Arlene Moss: Work-Life Balance, Compliance, and Scaling Up
This week, Jamie Hopkins speaks with Arlene Moss, Executive Business Coach at XY Planning Network, about what a sustainable work schedule looks like, how to avoid the pitfalls of scaling your business, and how the fee-based and commissions-only discourse can be tackled effectively. You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 27, 2021
Renee Baker: Amplifying the Voices of Diversity in Financial Services
This week, Jamie Hopkins talks with Renee Baker, Head of PCG Advisor Inclusion Networks at Raymond James, about the importance of education, the need for addressing microaggressions in the industry, and her journey to being an inclusive leader.You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 20, 2021
Dr. Anthony Chan: Creating an Impact through Public Speaking
This week, Jamie Hopkins speaks with Dr. Anthony Chan, a public speaker and former chief economist at JPMorgan Wealth Management, about his experience in monetary and economic policy and creating an impact through public speaking.You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 13, 2021
Darla Mercado: Conscientious Financial Journalism for Advisors
This week, Jamie Hopkins talks with Darla Mercado, markets editor for CNBC.com, about how being a CFP helped her be the ideal watchdog for the markets and why upholding journalistic values in financial writing is important. You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 7, 2021
Ksenia Yudina: Fintech for Resilience and Inclusion
This week, Jamie Hopkins talks with Ksenia Yudina, CEO and founder of UNest, about how fintech opens up financial opportunities for low-income households, the challenges of fundraising, and what it’s like for female founders to pitch to a room full of men.You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 30, 2021
Madeline Parra: Pivoting and Sustainable Growth for Startups
This week, Jamie Hopkins talks with Madeline Parra, CEO of Purple Dot, about successfully pivoting in a startup, having a “zero to one” mindset, and creating job opportunities for stable economic growth.You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 23, 2021
David Kolbe: Harnessing Your Instincts and Strengths in Decision-Making
This week, Jamie Hopkins, together with Jessica Harrington, talks to David Kolbe, CEO of Kolbe Corp., about the impact of knowing the interplay of three parts of the mind, harnessing your instinctive strengths, and leveraging conative assessment tools in business decision-making. You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 16, 2021
Shane Westhoelter: The Importance of Mentoring and Building a Legacy
This week, Jamie Hopkins talks with Shane Westhoelter, President and CEO of Gateway Financial Advisors, Inc., about the importance of mentoring, treating the industry as a profession and building a legacy.You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 9, 2021
Theodora Lau: Why Diversity and Inclusion Matter
This week, Jamie Hopkins talks with Theodora Lau, Founder of Unconventional Ventures, about the importance of transferable skills, the challenges of ageism in the workforce, and the need for diversity of genders and voices in firms. You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 2, 2021
Dr. Daralee Barbera: The Access Point to Financial Literacy
This week, Jamie Hopkins talks with Dr. Daralee Barbera, President of Diversified Professional Coaching, about advocating for financial education and elevating gender diversity in the finance industry. You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 26, 2021
Laurence Kotlikoff: An Economist’s Take on Personal Finance, Taxes, and Retirement Planning
This week, Jamie Hopkins talks with Laurence Kotlikoff, a professor of Economics at Boston University, about the duties of an economist, challenges in the current tax system, strategies in retirement planning, and the benefits of political agnosticism. You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 19, 2021
Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements
This week, Jamie Hopkins talks with Phyllis Borzi, Former Assistant Secretary of Labor for EBSA, about the importance of (really) putting a client’s best interest first, her time as a public servant under President Obama, and the impact of the redefined DOL fiduciary rule on retirement planning. You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 12, 2021
Dr. Nii Darko: The Ups and Downs of the Health System
This week, Jamie Hopkins talks with Dr. Nii Darko, host of Docs Outside the Box Podcast, about the importance of paying off debt, issues facing the healthcare industry, and how to be intentional with your life. You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 5, 2021
Nancy Davis: Rethinking Risk and Building a Business
This week, Jamie Hopkins talks with Nancy Davis, founder of Quadratic Capital Management, about her philosophies on risk management and investment as well as the risks and rewards of building a firm from the ground up.You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 28, 2021
Samantha Russell: Tangible Tips for Success, Shifting Demographics and Why Marketing Matters
This week, Jamie Hopkins talks with Samantha Russell, Chief Evangelist at FMG Suite, about focusing on marketing, following industry trends, and giving advisors tangible tips for long-term success. You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 21, 2021
Christian Nwasike: Bridging the Racial Wealth Gap
This week, Jamie Hopkins talks with Christian Nwasike, a professional development coach for diverse advisors, about bridging the racial wealth gap and creating a space of belonging for advisors across all racial demographics. You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 14, 2021
Marques Ogden: Losing Your Ego, Building A Business, and Embracing Social Media
This week, Jamie Hopkins talks with Marques Ogden, professional speaker, consultant, and former NFL player, about staying grounded, bringing authenticity to social media, and speaking from the heart. You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 7, 2021
David Levenson: International Expansion, Employees Before Customers, and Why Collaboration Creates Change
This week, Jamie Hopkins talks with David Levenson, President and CEO of LIMRA, LOMA, and LL Global, about gaps in the insurance industry, focusing on employees before customers, and why everyone is stronger together.You can find show notes and other information at CarsonGroup.com/Framework.
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May 31, 2021
Deirdre Van Nest: The Power of Public Speaking & Compelling Communication
This week, Jamie Hopkins talks with Deirdre Van Nest, a speech coach for financial advisors, about why strong communication can make or break your business, practical tips for better speech, and how to communicate in a way that leaves a lasting impact.You can find show notes and other information at CarsonGroup.com/Framework.
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May 24, 2021
Larry Sprung: Accessibility, Referrals, and the Future of Financial Advising
This week, Jamie Hopkins talks with Larry Sprung, founder of Mitlin Financial, about where the industry is headed, and what needs to change to make it a better place for everyone.You can find show notes and other information at CarsonGroup.com/Framework.
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May 17, 2021
Ray Hennessey: Intentional Networking, The Pitfalls of Working From Home, and Leaving A Legacy
This week, Jamie Hopkins talks with Ray Hennessey, CEO of JConnelly. Ray is a public relations professional with a background in financial journalism, and talks about building meaningful relationships and leaving a longtime legacy.You can find show notes and other information at CarsonGroup.com/Framework.
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May 10, 2021
Stephanie Bogan: Finding Satisfaction in Success and Reframing Your Money Mindset
This week, Jamie Hopkins talks with Stephanie Bogan, business strategist and coach for founders and financial advisors, about changing our money mindset, taking risks, and enjoying success and life simultaneously. You can find show notes and other information at CarsonGroup.com/Framework.
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May 3, 2021
George Nichols III: Life Insurance and the Power of Financial Literacy
This week, Jamie Hopkins talks with George Nichols III, President of the American College of Financial Services and former insurance commissioner and executive, about the importance of financial literacy, the power of life insurance, and his mission to help underserved groups.You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 26, 2021
Darrell Green: Staying Humble and Charitable
This week, Jamie Hopkins talks with former pro football player Darrell Green about staying humble with money and the importance of giving back to the communities we came from.You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 19, 2021
Jacqueline Campbell: The Impact of Generational Wealth, Philanthropy as a Wealth-Driver, and Attracting Top Talent
This week, Jamie Hopkins talks with Jacqueline Campbell, CEO at Alexander Legacy Private Wealth Management, about sustaining generational wealth, the importance of philanthropy, and her passion for engaging diverse groups and expanding the wealth management talent pool. You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 12, 2021
Robert Sofia: Why Marketing Matters and Doing Things Differently
This week, Jamie Hopkins talks with Robert Sofia, CEO of Snappy Kraken, about marketing best practices, doing things differently, and the importance of having both substance and sizzle. You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 5, 2021
Kevin Mayeux: Adding Value and Building a Strategic Plan That Sticks
This week, Jamie Hopkins chats with the CEO of NAIFA Kevin Mayeux about building a strategic plan that sticks, the importance of adding value, and why growth is possible, even, and especially, in unprecedented times. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 29, 2021
Jennifer Tarsney: Educating Women and the Importance of Mentorship
This week, Jamie Hopkins chats with Jennifer Tarsney, Head of Practice Management at New York Life Investments, about advocating for women in finance and the importance of educating our female clients. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 22, 2021
Dr. Joy Lere: Intentionality, Self-Awareness, and Leading by Example
This week, Jamie Hopkins talks with licensed clinical psychologist Dr. Joy Lere about getting in our own financial way, the first step to changing financial behavior, and how to implement change within a larger firm. Dr. Lere reminds us that, as advisors, we must lead by example to build client trust.You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 19, 2021
Advisor Trust, The Impact of Cognitive Decline, and Planning Beyond Retirement with Dr. Anna Madamba
Jamie Hopkins wraps up Framework's Behavioral Finance Week with a conversation with Dr. Anna Madamba about the impact of cognitive decline on financial behavior and the importance of trust in an advisory relationship, especially as clients reach retirement age. Dr. Madamba is a Senior Investment Strategist within the Investment Strategy Group at VanguardYou can find show notes and other information at CarsonGroup.com/Framework.
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Mar 18, 2021
Investing Influences and Stock Market Gamification with Dr. Vicki Bogan
For day four of Behavioral Finance Week, Jamie Hopkins talks with Dr. Vicki Bogan about factors that influence financial decision-making and the impact of stock market gamification. Dr. Vicki Bogan teaches at the SC Johnson College of Business at Cornell University. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 17, 2021
Mindful Money and the Future of Behavioral Finance with Dr. Daniel Crosby
Continuing Framework's Behavioral Finance Week, Jamie Hopkins talks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, about the psychology behind financial risks, why education won’t always help, and the future of behaviorism in finance and tech. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 16, 2021
Retirement Relief and a Case for Raising the Minimum Wage with Teresa Ghilarducci
It's Behavioral Finance Week on Framework, and today Jamie Hopkins talks with Teresa Ghilarducci, an economics professor and author of Rescuing Retirement, about flaws in America’s retirement system, mistakes we make when placing financial blame, the impact of financial shame on financial literacy, and the case for raising the minimum wage. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 15, 2021
Understanding Your Money Beliefs and Using Psychology To Coach Clients with Brad Klontz
We kick off our Behavioral Finance Week with a conversation between Jaime Hopkins and Brad Klontz. Brad is an expert on psychological finance and Managing Principal of Your Mental Wealth Advisors. Brad talks about the psychology behind our financial decisions and how planners can help clients rewire their financial beliefs and break bad habits. You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 8, 2021
Social Justice, Financial Markets, and Divesting with Rachel Robasciotti
In today’s episode of Framework, Jamie Hopkins talks with Rachel Robasciotti, the founder and CEO of Adasina Social Capital, about her incredible journey to the financial planning industry, the impact that the “Two Americas” have had on her personal and professional life, and how that has influenced the work she’s doing today.You can find show notes and other information at CarsonGroup.com/Framework.
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Mar 1, 2021
Michael Kitces: Leveraging Your Strengths and Seizing Opportunities
In today’s episode of Framework, Jamie Hopkins talks with Michael Kitces, the Head of Planning at Buckingham Wealth Partners and the founder of Kitces.com, about how a 60-year-old insurance policy set him on the path to where he is today, why mindset is critical, and why you shouldn’t feel guilty about delegating. You can find show notes and other information at CarsonGroup.com/Framework.
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Feb 22, 2021
Crafting Financial Content and the Future of Cryptocurrency with Morgen Rochard
In today’s episode of Framework, Jamie Hopkins talks with Morgen Rochard, the founder of Origin Wealth Advisors, about her winding road to financial planning, the drawbacks of working for big firms versus starting your own, and what planners miss with their content messaging. She also provides insight into the challenges of writing and the future of cryptocurrency. You can find show notes and other information at CarsonGroup.com/Framework.
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Feb 15, 2021
Changing the Complexion of Wealth and Striking Out on Your Own with Emlen Miles-Mattingly
In today’s episode of Framework, Jamie Hopkins talks with Emlen Miles-Mattingly, the founder of Gen Next Wealth and host of the Minority Money Podcast, about his journey to being a financial advisor, his work with minorities, his struggles in creating generational wealth for clients, and strategies and actions he’s taking to help his clients build critical resources. You can find show notes and other information at CarsonGroup.com/Framework.
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Feb 8, 2021
Changing Careers and Embracing the Present with Carolyn McClanahan
In today’s episode of Framework, Jamie Hopkins talks with Dr. Carolyn McClanahan, the founder of Life Planning Partners, about the importance of asset allocation, educating your clients so they know how their portfolio is likely to perform, and how to have confidence in a portfolio’s ability to deliver, even in a bear market. You can find show notes and other information at CarsonGroup.com/Framework.
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Feb 1, 2021
Planning for Succession and Educating the Next Generation with Hannah Moore
In today’s episode of Framework, Jamie Hopkins talks with Hannah Morre about her early career, her passion for educating fellow planners, and her plans for showing young people how rewarding and creative a career as a CFP can be. Hannah is a Certified Financial Planner, financial planner educator, and owner of Guiding Wealth.You can find show notes and other information at CarsonGroup.com/Framework.
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Jan 25, 2021
Finding Focus as a Leader and Empowered Philanthropy with Chris Blunt
In today’s episode of Framework, Jamie Hopkins talks with Chris Blunt, the CEO of Fidelity & Guaranty Life, about the keys to being a good leader, how to leverage early wins, and why establishing a communication loop with clients and team members is critical for long-term success.You can find show notes and other information at CarsonGroup.com/Framework.
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Jan 18, 2021
Financial Literacy and Pushing Through Barriers with David Rhoiney
In today’s episode of Framework, Jamie Hopkins talks with Dr. David Rhoiney, a surgeon and founder of SurgiFI, about growing up without any financial security, his journey to becoming a surgeon, and why he’s passionate about financial literacy and education. You can find show notes and other information at CarsonGroup.com/Framework.
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Jan 11, 2021
Creating Value-Add Content and Educating Clients with Jason Ray
In today’s episode of Framework, Jamie Hopkins talks with Jason Ray, the founder and CEO of Zenith Wealth Partners, about his background in sports and how he ultimately ended up in the financial planning world. They also do a deep dive into why content creation is so important for your firm and your clients.You can find show notes and other information at CarsonGroup.com/Framework.
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Jan 4, 2021
Proactive Change and Decentralization with Douglas Boneparth
In today’s episode of Framework, Jamie Hopkins talks with Douglas Boneparth, the author of The Millennial Money Fix, about how the industry is changing, what clients and consumers are going to be looking for from advisors, and how to get started on something you're passionate about. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 28, 2020
Putting Your Money to Work and Creating Financial Goals with Jon Stein
In today’s episode of Framework, Jamie Hopkins talks with Jon Stein, the founder and CEO of Betterment, about why he created Betterment in the wake of the 2008 financial crisis, how roles are shifting for financial advisors, and why creating great tech is about adding more value for customers than they can get elsewhere. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 21, 2020
Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens
In today’s episode of Framework, Jamie Hopkins talks with Lauren Owens, a private chef, about how she got into food, the experience that drove her to become a professional chef, and what it’s like being an underrepresented group in the cooking world. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 14, 2020
Changing the System and Conscious Investing with Phuong Luong
In today’s episode of Framework, Jamie Hopkins talks with Phuong Luong, the founder of Just Wealth Planning, about her winding path from adolescence to post-graduation and teaching, why more young people should get into the industry, and how you can actively change the system rather than trying to change your clients. You can find show notes and other information at CarsonGroup.com/Framework.
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Dec 7, 2020
Shaping How We Learn and Top-to-Bottom Value with Tom Rollins
In today’s episode of Framework, Jamie Hopkins talks with Tom Rollins, the founder of The Great Courses and The Teaching Company, about his bumpy start with The Great Courses, how he got it to where it is today, and what he learned along the way. You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 30, 2020
Empowering Women of Color and Working With Values with Anna N'Jie-Konte
In today’s episode of Framework, Jamie Hopkins talks with Anna N’Jie-Konte, a CFP, podcaster, and the founder of Dare to Dream Financial Planning, about how she got into the industry, why she feels black and brown communities have been underserved by financial services, and why it’s important to work for a company that aligns with your values. You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 23, 2020
The Profession of Financial Planning and Writing About Retirement with Robert Powell
In today’s episode of Framework, Jamie Hopkins talks with Robert Powell, a financial writer who is currently running Retirement Daily at The Street, about the lessons he’s learned throughout his career, why he believes financial planning should become a true profession, and why sometimes it takes a few false starts to figure out where you want to go with your career.You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 16, 2020
Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton
In today’s episode of Framework, Jamie Hopkins talks with Lazetta Braxton, a CFP and regular contributor to CNBC, about how her career evolved, teaching people cultural competency, diversity in the financial services industry, and how to be transparent in the right ways. You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 9, 2020
Protecting Opportunity Cost and Building SaaS Products with Brian Ross
In today’s episode of Framework, Jamie Hopkins talks with Brian Ross, the CEO of Fix Flyer, about how he got his company started, why technology is important for the investing industry, what’s next for RIAs, and more. You can find show notes and other information at CarsonGroup.com/Framework.
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Nov 2, 2020
The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry
In today’s episode of Framework, Jamie Hopkins talks with Dr. Preston Cherry, founder of Concurrent Financial Planning, about how he got to where he is today, the acronym he uses to keep him top of mind with clients, and the work he is doing to help non-majority students get ahead in the financial planning field. You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 26, 2020
Mentoring, Leading, and Asking Questions with Sheryl Hickerson
In today’s episode of Framework, Jamie Hopkins talks with Sheryl Hickerson, the founder of Females & Finance, about the importance of mentorship, how to ask questions as a way of learning and evolving, and how to grow as a leader. You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 19, 2020
Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss
In today’s episode of Framework, Jamie Hopkins talks with Skip Schweiss about his work in the fiduciary landscape and how he sees the custodian business changing in the years to come. Skip is the former managing director of retirement plan services and advisor advocacy at TD Ameritrade Institutional.You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 12, 2020
Growth Through Acquisition and the Importance of Culture With Eric Clarke
In today’s episode of Framework, Jamie Hopkins talks with Eric Clarke, the founder and CEO of Orion Advisor Solutions about what it takes to start a business, the importance of culture, and the potential benefits of growth by acquisition.You can find show notes and other information at CarsonGroup.com/Framework.
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Oct 5, 2020
Creating a Software Roadmap and Getting Creative With Sheryl O'Connor
In today’s episode of Framework, Jamie Hopkins talks with Sheryl O’Connor, the CEO of Wealth Conductor, about how it's important for advisors to have a roadmap for their business, not to rely on software, and to provide for their clients what AI cannot. You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 28, 2020
Making Bold Predictions and Raising the Bar With Adam Holt
In today’s episode of Framework, Jamie Hopkins talks with Adam Holt of Asset-Map about how the bar for financial planning clients is going to rise in the future, his bold predictions for the FinTech world, and the commoditization of financial planning.You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 21, 2020
Financial Literacy and Change Management With Sean Brown
In today’s episode of Framework, Jamie Hopkins talks with Sean Brown, President and CEO of YCharts, about what it’s like running a company, how he makes investment easier, and how advisors can do a better job of communicating with their clients. You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 14, 2020
From Financial Advisor to Customer-Centric Business Owner with Dana Anspach
This week, Jamie Hopkins talks with Dana Anspach, the CEO and founder of Sensible Money, about how she started her journey as an advisor, why she got tired of working with firms, and how she finally took the leap into running her own business. You can find show notes and other information at CarsonGroup.com/Framework.
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Sep 7, 2020
Empowering FinTech and Identifying the Right Value-Adds with Mark Casady
This week, Jamie Hopkins talks with Mark Casady, general partner and chairman of the advisory board of Vestigo Ventures. He talks about his journey in finance, how he led LPL Financial, and how the right kind of communication adds value to your client relationships.You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 31, 2020
Fiduciary Responsibility and Why FinTech is the Future with Steve Lockshin
This week, Jamie Hopkins talks with Steve Lockshin, the founder and principal at AdvicePeriod about how he ended up in the financial industry and his business ventures along the way. He also shares his critiques of the industry and the future of digital frameworks for financial services. You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 28, 2020
Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich
This week, Jamie Hopkins talks with Oleg Tishkevich, the founder and CEO of Invent.us — a leading software development firm in the wealth management industry. They talk about his journey as a refugee, how his first businesses failed and the lessons he learned, as well as how he turned failure into success.You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 27, 2020
Democratizing Financial Planning and Scaling Your Business with Kevin Lozer
This week, Jamie Hopkins talks with Kevin Lozer, co-founder of Holistiplan, about making the leap into finance, how Holistiplan works for advisors and clients, and the ups and downs of scaling his tax solutions business. You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 26, 2020
Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest
This week, Jamie Hopkins talks with Andrew Altfest, CFP®, the president of Altfest Personal Wealth Management and the founder and CEO of FP Alpha, about his experience learning from a legacy, enhancing that legacy with technology, and creating a foundation for the future of financial services.You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 25, 2020
Scratching Your Own Itch and Mitigating Risk with Aladin Abughazaleh
This week, Jamie Hopkins talks to Aladin Abughazaleh, the CEO and co-founder of ATA RiskStation. They discuss Aladin’s journey from investments to finding tech solutions for mitigating and preparing for risk. You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 24, 2020
Designing the Client Experience and Leveraging Data with Jason Wenk
This week, Jamie Hopkins talks with Jason Wenk — CEO and Founder of Altruist. They discuss the financial technology industry and why great client experiences are the foundation of growing your business.You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 17, 2020
Being a Lifelong Learner and Supporting Women in Financial Services with Dawn Wolfgram
This week, Jamie Hopkins talks with Dawn Wolfgram, the President of Women in Insurance and the Regional Managing Director at Principal Financial Group. They talk about how she got into the industry, why she has a passion for helping women in the field, and the importance of educating yourself in your chosen industry.You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 10, 2020
Building Relationships and Being Kind to Yourself with Nina O’Neal
This week, Jamie Hopkins talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, and the founder of Female Advisor Network. Nina talks about her background, how 2020 has affected her business, and her passion for supporting other female advisors.You can find show notes and other information at CarsonGroup.com/Framework.
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Aug 3, 2020
Retirement Income Planning and Creating Educated Clients with Christine Benz
This week, Jamie Hopkins talks with Christine Benz, Morningstar's director of personal finance. Christine talks with Jamie about her journey as she moved into the personal finance field and her insights on retirement income planning. You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 27, 2020
Building a Technology Strategy and Pushing Financial Planning Into the Future with Joel Bruckenstein
This week, Jamie Hopkins talks with Joel Bruckenstein, the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors. They talk about all things FinTech, the future of financial advising, and building a technology strategy. You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 20, 2020
Supporting Women in Financial Services and Using Experience to Shape Your Perspective with Angela Ribuffo
This week, Jamie Hopkins talks with Angela Ribuffo about supporting women in the financial services industry, and how you can hold yourself accountable to others. Angela is a veteran of the Air Force, the former president of Women in Financial Services, and currently serves as President and Financial Advisor at Raion Financial Strategies.You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 13, 2020
Training Elite Athletes and the Value of Experience with Kent Katich
This week Jamie Hopkins talks with Kent Katich. Kent has coached some of the best athletes in the world using yoga to improve performance, build total-body strength, and help injury prevention. Kent offers lessons from training athletes that you can incorporate into your own life and work. You can find show notes and other information at CarsonGroup.com/Framework.
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Jul 6, 2020
Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse
This week, Jamie Hopkins talks with Suzanne Siracuse about building deep relationships, listening to clients, and breathing new life into the industry. Suzanne is the former publisher and CEO of Investment News and is currently leading her own consulting services business. You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 29, 2020
Retirement Income Planning and Playchecks with Tom Hegna
This week, Jamie Hopkins talks with Tom Hegna about income planning for retirement, long-term care, and annuities vs bonds. Tom is a thought leader on income planning for retirement space and has written several books on the topic. You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 22, 2020
Leading with Integrity and Building a Culture of Success with Bob McKillop
This week, Jamie Hopkins talks with Bob McKillop about his coaching philosophy, leading with integrity, and recruiting. Bob has been the head men’s basketball coach at Davidson for the last 31 years. You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 15, 2020
Ashton Kutcher: Mission-Based Investing and Participating in the Economy
This week, Jamie Hopkins is joined by Carson CEO Ron Carson to talk with Ashton Kutcher about how you can participate in the economy, determining where and how to spend your investment dollars, and how a passionate founder is one of the keys to success. Ashton is an A-list celebrity and notable startup investor. You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 8, 2020
Turning Challenges Into Inspiration and Bucket Planning with Jason Smith
This week, Jamie Hopkins talks with Jason Smith about The Bucket Plan, massive transformative purpose, and the future role of advisors in simplifying retirement. Jason is the founder of Clarity2Prosperity and author of The Bucket Plan.You can find show notes and other information at CarsonGroup.com/Framework.
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Jun 1, 2020
Technology, Relationships, and Disruption with Anthony Stich
This week, Jamie Hopkins talks with Anthony Stich about roboadvisors, the role of technology for advisors, and the importance of continuing to build relationships with clients. Anthony is the COO of Advicent, a Milwaukee-based financial services firm.You can find show notes and other information at CarsonGroup.com/Framework.
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May 25, 2020
Social Security and Navigating Evolving Financial Environments with Mary Beth Franklin
This week, Jamie Hopkins talks with Mary Beth Franklin about social security, navigating the evolving financial environment, and what it means to have experience. Mary Beth is a CFP leading women’s initiatives within the financial services industry and changing the way we think about social security. You can find show notes and other information at CarsonGroup.com/Framework.
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May 18, 2020
Rethinking Fees and Challenging the Status Quo with Rick Ferri
This week, Jamie Hopkins talks with Rick Ferri, about advisors and fiduciaries, changing business models, and how to educate clients on fees and investing. Rick is a CFA rethinking the way we charge and service clients. You can find show notes and other information at CarsonGroup.com/Framework.
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May 11, 2020
Fearless Investing and Continual Innovation with Aaron Klein
This week, Jamie Hopkins talks with Aaron Klein about driving alignment between clients and portfolios, going from Tony Stark to Iron Man, and how to continually iterate and innovate. Aaron is the founder and CEO of Riskalyze.You can find show notes and other information at CarsonGroup.com/Framework.
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May 4, 2020
Consistency, Process, and Coaching Champions with Bob Bowman
This week, Jamie Hopkins talks with legendary coach Bob Bowman. Bob’s coaching career has spanned multiple jobs and locations, including coaching Michael Phelps and the U.S. Olympic team. And many of the principals and strategies that have made him so successful translate directly to the work of advisors.You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 27, 2020
Writing, Retirement Planning and Innovating with Wade Pfau
This week, Jamie Hopkins talks with Wade Pfau about retirement planning, his love of wrestling, and how he’s helping advisors go beyond asset management.You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 27, 2020
Impact Investing, Advocacy, and Doing Better with Sonya Dreizler
This week, Jamie Hopkins talks with Sonya Dreizler about her career as an advocate and leader in the financial industry, as well as how we can be better advocates for others in our professional lives. You can find show notes and other information at CarsonGroup.com/Framework.
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Apr 22, 2020
Tyrone Ross Jr.: Inclusion, Wealth Management, and Work Ethic
This week, Jamie Hopkins talks with Tyrone Ross Jr. about what it takes to survive (and thrive) in a wirehouse, what it's like to be a failed Olympian, and the truth behind diversity inclusion and what that means for our industry.You can find show notes and other information at CarsonGroup.com/Framework.
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