Framework with Jamie Hopkins

By Carson Coaching

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.

  1. 1.
    Ray Hennessey: Intentional Networking, The Pitfalls of Working From Home, and Leaving A Legacy
    50:27
  2. 2.
    Stephanie Bogan: Finding Satisfaction in Success and Reframing Your Money Mindset
    49:45
  3. 3.
    George Nichols III: Life Insurance and the Power of Financial Literacy
    54:55
  4. 4.
    Darrell Green: Staying Humble and Charitable
    48:46
  5. 5.
    Jacqueline Campbell: The Impact of Generational Wealth, Philanthropy as a Wealth-Driver, and Attracting Top Talent
    1:00:27
  6. 6.
    Robert Sofia: Why Marketing Matters and Doing Things Differently
    51:21
  7. 7.
    Kevin Mayeux: Adding Value and Building a Strategic Plan That Sticks
    53:31
  8. 8.
    Jennifer Tarsney: Educating Women and the Importance of Mentorship
    50:49
  1. 9.
    Dr. Joy Lere: Intentionality, Self-Awareness, and Leading by Example
    53:35
  2. 10.
    Advisor Trust, The Impact of Cognitive Decline, and Planning Beyond Retirement with Dr. Anna Madamba
    50:27
  3. 11.
    Investing Influences and Stock Market Gamification with Dr. Vicki Bogan
    49:41
  4. 12.
    Mindful Money and the Future of Behavioral Finance with Dr. Daniel Crosby
    51:52
  5. 13.
    Retirement Relief and a Case for Raising the Minimum Wage with Teresa Ghilarducci
    51:20
  6. 14.
    Understanding Your Money Beliefs and Using Psychology To Coach Clients with Brad Klontz
    50:49
  7. 15.
    Social Justice, Financial Markets, and Divesting with Rachel Robasciotti
    47:07
  8. 16.
    Leveraging Your Strengths and Seizing Opportunities with Michael Kitces
    55:39
  9. 17.
    Crafting Financial Content and the Future of Cryptocurrency with Morgen Rochard
    54:33
  10. 18.
    Changing the Complexion of Wealth and Striking Out on Your Own with Emlen Miles-Mattingly
    56:29
  11. 19.
    Changing Careers and Embracing the Present with Carolyn McClanahan
    49:56
  12. 20.
    Planning for Succession and Educating the Next Generation with Hannah Moore
    52:40
  13. 21.
    Finding Focus as a Leader and Empowered Philanthropy with Chris Blunt
    50:43
  14. 22.
    Financial Literacy and Pushing Through Barriers with David Rhoiney
    58:43
  15. 23.
    Creating Value-Add Content and Educating Clients with Jason Ray
    48:20
  16. 24.
    Proactive Change and Decentralization with Douglas Boneparth
    46:50
  17. 25.
    Putting Your Money to Work and Creating Financial Goals with Jon Stein
    49:24
  18. 26.
    Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens
    48:50
  19. 27.
    Changing the System and Conscious Investing with Phuong Luong
    1:01:06
  20. 28.
    Shaping How We Learn and Top-to-Bottom Value with Tom Rollins
    1:02:52
  21. 29.
    Empowering Women of Color and Working With Values with Anna‌ ‌N'Jie-Konte
    49:32
  22. 30.
    The Profession of Financial Planning and Writing About Retirement with Robert Powell
    57:31
  23. 31.
    Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton
    59:26
  24. 32.
    Protecting Opportunity Cost and Building SaaS Products with Brian Ross
    49:11
  25. 33.
    The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry
    52:54
  26. 34.
    Mentoring, Leading, and Asking Questions with Sheryl Hickerson
    54:17
  27. 35.
    Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss
    52:32
  28. 36.
    Growth Through Acquisition and the Importance of Culture With Eric Clarke
    48:39
  29. 37.
    Creating a Software Roadmap and Getting Creative With Sheryl O'Connor
    51:27
  30. 38.
    Making Bold Predictions and Raising the Bar With Adam Holt
    58:42
  31. 39.
    Financial Literacy and Change Management With Sean Brown
    52:25
  32. 40.
    From Financial Advisor to Customer-Centric Business Owner with Dana Anspach
    56:32
  33. 41.
    Empowering FinTech and Identifying the Right Value-Adds with Mark Casady
    1:01:28
  34. 42.
    Fiduciary Responsibility and Why FinTech is the Future with Steve Lockshin
    53:59
  35. 43.
    Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich
    47:47
  36. 44.
    Democratizing Financial Planning and Scaling Your Business with Kevin Lozer
    58:26
  37. 45.
    Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest
    47:18
  38. 46.
    Scratching Your Own Itch and Mitigating Risk with Aladin Abughazaleh
    53:04
  39. 47.
    Designing the Client Experience and Leveraging Data with Jason Wenk
    1:01:27
  40. 48.
    Being a Lifelong Learner and Supporting Women in Financial Services with Dawn Wolfgram
    58:32
  41. 49.
    Building Relationships and Being Kind to Yourself with Nina O’Neal
    53:50
  42. 50.
    Retirement Income Planning and Creating Educated Clients with Christine Benz
    55:28

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