61 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 Carson Coaching

    • Investing
    • 5.0 • 41 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.

    Robert Sofia: Why Marketing Matters and Doing Things Differently

    Robert Sofia: Why Marketing Matters and Doing Things Differently

    This week, Jamie Hopkins talks with Robert Sofia, CEO of Snappy Kraken, about marketing best practices, doing things differently, and the importance of having both substance and sizzle. 
    You can find show notes and other information at CarsonGroup.com/Framework.

    • 51 min
    Kevin Mayeux: Adding Value and Building a Strategic Plan That Sticks

    Kevin Mayeux: Adding Value and Building a Strategic Plan That Sticks

    This week, Jamie Hopkins chats with the CEO of NAIFA Kevin Mayeux about building a strategic plan that sticks, the importance of adding value, and why growth is possible, even, and especially, in unprecedented times. 
    You can find show notes and other information at CarsonGroup.com/Framework.

    • 53 min
    Jennifer Tarsney: Educating Women and the Importance of Mentorship

    Jennifer Tarsney: Educating Women and the Importance of Mentorship

    This week, Jamie Hopkins chats with Jennifer Tarsney, Head of Practice Management at New York Life Investments, about advocating for women in finance and the importance of educating our female clients. 
    You can find show notes and other information at CarsonGroup.com/Framework.

    • 50 min
    Dr. Joy Lere: Intentionality, Self-Awareness, and Leading by Example

    Dr. Joy Lere: Intentionality, Self-Awareness, and Leading by Example

    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.

    • 53 min
    Advisor Trust, The Impact of Cognitive Decline, and Planning Beyond Retirement with Dr. Anna Madamba

    Advisor Trust, The Impact of Cognitive Decline, and Planning Beyond Retirement with Dr. Anna Madamba

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

    • 50 min
    Investing Influences and Stock Market Gamification with Dr. Vicki Bogan

    Investing Influences and Stock Market Gamification with Dr. Vicki Bogan

    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.

    • 49 min

Customer Reviews

5.0 out of 5
41 Ratings

41 Ratings

chef lauren owens ,

Relatable and informative

Such an awesome podcast! Jamie asks great questions and makes his guests feel super comfortable, so they give great answers.

DaphneDoop ,

Awesome Podcast

Engaging and informative!

BCMoney10 ,

One of the best!

Jamie and his Rewirement book are awesome resources, but the Framework podcast is a step above. His guests provide interesting insight and perspective on the industry in regard to cultural topics, practice management and growth, and technology. The relaxed tone from industry pioneers might be the most engaging aspect. Really enjoyed all the episodes thus far and looking forward to the the new releases!

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