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Valerie Rivera: The Impact of Diversity

Valerie Rivera: The Impact of Diversity

Diversity plays a crucial role in shaping the success of firms and advisors. It’s...

Jamie Hopkins June 5, 2023
Dr. Jim LoPresti: Managing Change

Dr. Jim LoPresti: Managing Change

Managing change is a balancing act between creating new neural pathways and improving emotional...

Jamie Hopkins May 29, 2023
J.J. Peller: Unleashing Your Potential

J.J. Peller: Unleashing Your Potential

At certain junctures in our personal or professional lives, it’s common to experience a...

Jamie Hopkins May 22, 2023
Tammy Breitenbach: Helping Advisors Transition Their Business

Tammy Breitenbach: Helping Advisors Transition Their Business

Transitioning business to the next generation can seem like an uphill battle, but reframing...

Jamie Hopkins May 15, 2023
Jessica Harrington: Coaching Advisors and Building Strong Teams

Jessica Harrington: Coaching Advisors and Building Strong Teams

While remote work has been a great luxury for many, it comes with some...

Jamie Hopkins May 8, 2023
Barbara Kay: Rewiring The Brain With Stress Coaching

Barbara Kay: Rewiring The Brain With Stress Coaching

Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and...

Jamie Hopkins May 1, 2023
Aaron Schumm: Rethinking Retirement Planning

Aaron Schumm: Rethinking Retirement Planning

Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving and industry...

Jamie Hopkins April 24, 2023
Dr. Kristy Archuleta: Understanding Clients with Financial Therapy

Dr. Kristy Archuleta: Understanding Clients with Financial Therapy

 In this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie...

Jamie Hopkins April 17, 2023
Nathan Astle: Experiencing Money Differently

Nathan Astle: Experiencing Money Differently

In this episode of the Framework podcast, Jamie and Ana interview Nathan Astle, who...

Jamie Hopkins April 11, 2023
Megan McCoy: Unpacking Trust and the Power of Financial Planning Communication

Megan McCoy: Unpacking Trust and the Power of Financial Planning Communication

Megan McCoy, a passionate researcher, teacher and financial planner, joins Jamie and Ana on...

Jamie Hopkins April 3, 2023
Reagan Cannon: The Courage to Lead and Practical Takeaways for Women

Reagan Cannon: The Courage to Lead and Practical Takeaways for Women

 Reagan Cannon is an international speaker and coach who spent more than 20...

Jamie Hopkins March 27, 2023
Heidi Johnson Bixby: Finding Success Through Financial Planning and Teamwork 

Heidi Johnson Bixby: Finding Success Through Financial Planning and Teamwork 

Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by...

Jamie Hopkins March 20, 2023
Reshell Smith: Empowering Others to Use Their Voice

Reshell Smith: Empowering Others to Use Their Voice

Reshell Smith is a Certified Financial Planner and Certified Divorce Financial Analyst who specializes...

Jamie Hopkins March 13, 2023
Julie Ragatz & Mary Kate Gulick: Women in Financial Services & Uncovering the Barriers

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...

Jamie Hopkins March 6, 2023
Nandita Das: Unlocking the Future, Student Success and Financial Planning

Nandita Das: Unlocking the Future, Student Success and Financial Planning

Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial...

Jamie Hopkins February 27, 2023
Emma Cramm: Challenging Your Thinking on Estate Planning and Beyond

Emma Cramm: Challenging Your Thinking on Estate Planning and Beyond

Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership...

Jamie Hopkins February 23, 2023
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Are You Secure in Your RMDs?

Whether you’re inheriting or leaving a retirement account, the SECURE Act impacts you.
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