The podcast designed to help financial advisors challenge the status quo, grow your firm, and not on
Today on Framework, we explore pathways for women in finance, mentorship, and the strength of having
This week on Framework, we address how sponsorship and inclusion can empower women in wealth managem
How can behavioral finance improve your investment strategies?Today on Framework, Jeremy Schwartz, G
How can advisors create a positive emotional experience with finances and financial planning for the
Welcome to the third episode of Framework’s special behavioral finance series.In this episode, Ana T
How can firm owners use behavioral finance theory to make better business decisions?Today on Framewo
When told to rework their financial plan by following the PERMA-V framework, 70% of people changed o
Creating content can seem daunting, even for industry experts like yourself.But whether you’re prepa
Are you looking to learn about effective consumer marketing in the financial industry?Today, we look
Elevate your financial advisory practice with strategic marketing – it's not just about attract
Artificial intelligence is revolutionizing financial advisory. How will AI impact investors' po
Welcome back to another episode of Framework! This week, our focus is on empowering women in the fin
We’re finishing our Home Equity 5-part series with one of the most important conversations – multige
How can financial advisors leverage home equity and reverse mortgages in financial planning?In this
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Direct
How can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the p
Welcome to the first of a 5-part series on Framework to provide some color around home equity and re
Storytelling is the all powerful tool for communication, persuasion, and inspiration.It is a tried a
What do you think the future will look like?Embark on a cosmic journey with us where hope, curiosity
How can we become superhuman and optimize our productivity?In this episode, Jamie Hopkins, Managing
