168 episodes

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.

Framework with Jamie Hopkins & Ana Trujillo Limón Carson Coaching

    • Business
    • 5.0 • 95 Ratings

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.

    Susan Thompson: Inspiring Fearless Women

    Susan Thompson: Inspiring Fearless Women

    In today's episode, Sue talks to Jamie and Ana about the genesis of the Women in ETFs industry group, investment strategies for the current market, the significance of stock exchange bell-ringing events and her go-to karaoke song.

    “Fearless Girl" has been an inspiration to women since State Street Global Advisors first placed the statue in New York's financial district in 2017. This representation is one of the things that Susan (Sue) Thompson, Head of Americas Distribution for SPDR ETF at State Street Global Advisors, is most proud of about her firm.

    You can find show notes and other information at CarsonGroup.com/Framework

    • 49 min
    Toussaint Bailey: Aligning Values with Investment

    Toussaint Bailey: Aligning Values with Investment

    Aligning investments with personal values is a passion for Toussaint Bailey, and it's the foundation of Uplifting Capital, the investment platform where he is founder and CEO. 
    The firm was born out of the introspection that followed his processing of George Floyd's death. 
    “It caused everyone to reflect on where we were personally and as a country," Toussaint says. 
    His first action was to call an all-hands meeting where the team conducted their normal routine of one-word check-ins about their feelings. His voice shaking, he managed to share the word “distracted." 
    As the sole Black professional in his firm, he hadn't expected his colleagues to be equally weighed down by the moment, but it opened up productive conversations about racism and workplace bias. 
    “These were conversations I'd never let into work before, but I became inspired to promote them more," he says. 
    That led to bringing in speaking and listening therapists and coaches to help facilitate conversations that allowed both parties to speak and receive messages without judgment. 
    “People were able to move from sympathy, which becomes a conversational disconnect, to empathy and compassion," he says. 
    Toussaint took a sabbatical to further these conversations through podcasts, which ultimately led him to start Uplifting Capital as a reflection of his values. 
    As a leader, Toussaint believes the only way to drive fulfillment for clients is to drive fulfillment for the people inside the firm. That has led to a four-pronged approach to engagement. The first level is building loving and trusting relationships, which leads to self-actualization and then co-creation and collective impact. 
    “If they all go in order, then personal rewards come naturally," he says. “However, a lot of people in our profession put the fourth level, personal gain, first and then try to find the relationships that will bring that. We believe our sequence will ultimately bring fulfillment at work but also in life." 
    In today's episode, Toussaint talks to Ana and Jamie about how to foster more productive conversations, the industry trend he expects will change in the next 10 years, the top book he would recommend right now and the best sandwich to order at Subway, where he was a sandwich artist in high school (and knew all the off-menu tricks). 

    You can find show notes and other information at CarsonGroup.com/Framework.

    • 33 min
    Framework: What it takes to find financial freedom

    Framework: What it takes to find financial freedom

    It's a special episode of the Framework podcast as host Jamie Hopkins and Carson Group founder Ron Carson celebrate the launch of their new book Find Your Freedom: Financial Planning for a Life on Purpose.
    They developed the book to help people envision and ultimately realize what life can be like if they don't have to worry about money – one of the key barriers to personal freedom.
    In today's episode, Jamie welcomes Ron and the contributors who helped inform the book, including Jamie Carroll, Managing Partner at Carson Wealth Management, Marques Ogden, business coach, corporate consultant and host of the podcast Get Authentic With Marques Show, Kellan Brown, Vice President Strategic Partnerships at Finance of America Reverse and Jacqueline 'Jaq' Campbell, President, CEO and Senior Wealth Advisor at Alexander Legacy Private Wealth Management.

    Click here to find "Find Your Freedom" by Jamie Hopkins.

    You can find show notes and other information at CarsonGroup.com/Framework

    • 44 min
    Chris Schembra: Leveraging the Power of Gratitude

    Chris Schembra: Leveraging the Power of Gratitude

    When Chris Schembra hosted a dinner party to show off his new pasta sauce recipe, he had no idea the conversation would lead him down a new career path. To foster connections, he asked his guests to name a person they had never thanked. If they could give more credit to someone, who would that be?
    “What this question does so well is that you're not asking a person a direct question about themselves," Chris, now the founder of the 7:47 Gratitude Experience, says. “You're giving them the opportunity to tell a story about someone else – a third-grade teacher, a childhood friend's mom – so there's not a lot of pressure."

    In today's episode, Chris talks to Jamie about ways to practice gratitude at the Thanksgiving table beyond just naming things you're thankful for, such as food and health. He also offers some suggestions for short meditation exercises that can help you refocus on positive thinking. Finally, he shares his thoughts on how freedom and practicing gratitude are connected.

    Click here to find "Find Your Freedom" by Jamie Hopkins.

    You can find show notes and other information at CarsonGroup.com/Framework

    • 35 min
    Mary Kate Gulick: Write a Book to Supercharge Your Business

    Mary Kate Gulick: Write a Book to Supercharge Your Business

    As a financial services marketing veteran who has coached numerous successful business owners, Mary Kate Gulick knows the power of authorship in establishing professional credibility. In fact, the Chief Marketing Officer for Carson Group has written her own book, aptly titled The Real Deal: Get Known for Your Genuine Expertise in an Era of Bullsh*t Gurus.

    In today's episode, Mary Kate talks to Jamie about her top tips for writing a book, the pros and cons of various publishing methods and how she defines financial freedom for herself.

    Click here to find "Find Your Freedom" by Jamie Hopkins.

    You can find show notes and other information at CarsonGroup.com/Framework

    • 32 min
    Jamie Hopkins: Finding Your Financial Freedom

    Jamie Hopkins: Finding Your Financial Freedom

    Long-time listeners of the Framework podcast know one of the hosts' favorite questions is about their guests' first money memory. While it serves as an ideal conversation starter, they also realize the incredible impact past experiences have on your outlook and relationship with money throughout your life.
    The concept of how your money history influences you is one of the key premises of the new book Find Your Freedom: Financial Planning for a Life on Purpose, by Jamie Hopkins, Esq., CFP®, Managing Partner of Wealth Solutions at Carson Group, and Ron Carson, CFP®, founder and CEO of Carson Group.
    Jamie hopes readers come away with two key conclusions. The first is that they need the courage to take control of their financial life and give themselves permission to do what they want.

    In today's episode, Ana talks to Jamie about how his process for goal-setting has evolved over the years, how to use gifting occasions to reflect your loved ones' values, the creative way he helps his kids prioritize philanthropy and how his grandparents' relative health and wealth helped him set his own goals in those areas.
    Click here to find "Find Your Freedom" by Jamie Hopkins.

    You can find show notes and other information at CarsonGroup.com/Framework

    • 40 min

Customer Reviews

5.0 out of 5
95 Ratings

95 Ratings

KAY L B ,

Excellent Podcast!

As my husband and I are nearing full retirement, we especially enjoy and learn from your retirement series. Thank you for focusing on this important topic!

yourrealtormindy ,

Great insight and Information

I love the variety of topics and guests! I learn something new to takeaway each episode. Well worth your time to listen in!

pkc5070 ,

Diverse and Always Interesting

I am not a finance person but this podcast brings so many different insights and aspects that it makes it interesting and diverse. I love it’s consistency and thoroughness and the addition of Ana is amazing!

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