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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.