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With Jamie Hopkins and Ana Trujillo Limón

Join Jamie and Ana every week as they explores the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.

The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.

Subscribe to the Framework Podcast

With Jamie Hopkins and Ana Trujillo Limón

Join Jamie and Ana every week as they explores the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.

The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.

Subscribe to the Framework Podcast

With Jamie Hopkins and Ana Trujillo Limón

Join Jamie and Ana every week as they explores the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.

The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.

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Latest Episodes

Podcast

Amie Agamata: Get Comfortable Being Uncomfortable

Amie Agamata has big plans as she steps into her latest role: President-Elect for the Financial Planning Association (FPA)'s NextGen community of new and aspiring financial planners. Amie has …

Podcast

Dave Yeske: The Crucial Role of Psychology in Financial Planning

Financial freedom is about having choices and designing a life where you can pursue the things that interest you and spend time with the people who matter to you. …

Podcast

Howard Lindzon: Why Crypto Crashed and What to Expect in 2023

The past three years have been unprecedented on many levels. For investors and venture capital in particular, rising interest rates, hyper competitiveness and the speed of innovation have changed …

Latest Episodes

Podcast

Amie Agamata: Get Comfortable Being Uncomfortable

Amie Agamata has big plans as she steps into her latest role: President-Elect for the Financial Planning Association (FPA)'s NextGen community of new and aspiring financial planners. Amie has …

Podcast

Dave Yeske: The Crucial Role of Psychology in Financial Planning

Financial freedom is about having choices and designing a life where you can pursue the things that interest you and spend time with the people who matter to you. …

Podcast

Howard Lindzon: Why Crypto Crashed and What to Expect in 2023

The past three years have been unprecedented on many levels. For investors and venture capital in particular, rising interest rates, hyper competitiveness and the speed of innovation have changed …

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