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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.