Insights Business Management

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 the game. It’s the end of an era, says Howard Lindzon, Founding Managing Partner of Social Leverage, an early-stage seed investment fund, and co-founder of Stocktwits, …

Lauryn Williams is a four-time Olympian and the first American woman to win medals in both the summer and winter games. When she retired from professional sports, she founded Worth Winning to help young professionals take control of their finances. Growing up in a family with eight children, Lauryn understood early that money was a …

Let me paint a picture: You recently hired someone who interviewed really well. They seemed incredibly competent, thoughtful and interested throughout the process. Any assessments you had them complete showed promising results. But now, a month or two in, things are not going well. You’ve trained them on what you thought was a simple task, …

“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. “Fearless …

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 …

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 …

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 …

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 …

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 …

Poetry and leadership. What do they have in common? More than you might think, says Tucker Bryant. A poet and former marketing manager at Google, Tucker has a unique vantage point. Both poets and leaders must embrace innovation if they hope to release something transformational into the world. “Poets and leaders have a similar goal in …

In the past, advisors sometimes took a circuitous route to their profession via roles at brokerage firms, insurance companies and altogether unrelated workplaces. But the rise of undergraduate financial planning programs is letting college students jump into advising from the start. Just ask Odaro Aisueni, wealth planning administrator with Carson Group. Odaro majored in personal …