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.

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.

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.

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.

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. 

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.