Valerie Rivera: The Impact of Diversity
Diversity plays a crucial role in shaping the success of firms and advisors. It’s...
Dr. Jim LoPresti: Managing Change
Managing change is a balancing act between creating new neural pathways and improving emotional...
J.J. Peller: Unleashing Your Potential
At certain junctures in our personal or professional lives, it’s common to experience a...
Tammy Breitenbach: Helping Advisors Transition Their Business
Transitioning business to the next generation can seem like an uphill battle, but reframing...
Jessica Harrington: Coaching Advisors and Building Strong Teams
While remote work has been a great luxury for many, it comes with some...
Barbara Kay: Rewiring The Brain With Stress Coaching
Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and...
Aaron Schumm: Rethinking Retirement Planning
Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving and industry...
Dr. Kristy Archuleta: Understanding Clients with Financial Therapy
In this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie...
Nathan Astle: Experiencing Money Differently
In this episode of the Framework podcast, Jamie and Ana interview Nathan Astle, who...
Megan McCoy: Unpacking Trust and the Power of Financial Planning Communication
Megan McCoy, a passionate researcher, teacher and financial planner, joins Jamie and Ana on...
Reagan Cannon: The Courage to Lead and Practical Takeaways for Women
Reagan Cannon is an international speaker and coach who spent more than 20...
Heidi Johnson Bixby: Finding Success Through Financial Planning and Teamwork
Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by...
Reshell Smith: Empowering Others to Use Their Voice
Reshell Smith is a Certified Financial Planner and Certified Divorce Financial Analyst who specializes...
Julie Ragatz & Mary Kate Gulick: Women in Financial Services & Uncovering the Barriers
Be an ally and join the fight for social justice in financial services with...
Nandita Das: Unlocking the Future, Student Success and Financial Planning
Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial...
Emma Cramm: Challenging Your Thinking on Estate Planning and Beyond
Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership...
