Anousheh Ansari: Hope, Curiosity & Taking Moonshots
What do you think the future will look like? Embark on a cosmic journey with us where hope, curiosity, and daring moonshots shape a future of collaboration and exploration. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Anousheh Ansari, Astronaut, Tech Entrepreneur, …
Dr. Sahar Yousef and Lucas Miller: How To Be Superhuman
How can we become superhuman and optimize our productivity? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Dr. Sahar Yousef, Cognitive Neuroscientist and Faculty at UC Berkeley, and Lucas Miller, MBA Faculty, Author, and Productivity Researcher at UC Berkeley about their journey …
Sam Ushio: Finding Your Ikigai
What is the true meaning of ikigai and how can it enhance your life? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Sam Ushio, Founder and Chief Ikigai Officer at Connect3x, about the Japanese concept of ikigai, or “reason for being”, and …
Elaine King: Empowering Financial Futures
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, sit down with Elaine King, Founder and CEO of Family and Money Matters Institute™. Elaine King’s journey unfolds as she shares the story of founding her own firm and the deep significance behind the awards she’s …
Steven M. Rothstein: The Impact of Climate Risks on Finance
Why is considering climate risk crucial in financial decision-making? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, is joined by guest co-host, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement to speak with Steven M. Rothstein, Managing Director, Accelerator at Ceres, Inc., about the importance of considering climate risks and opportunities in financial …
Angie Herbers: Identifying Trends in the Financial Advisory Industry
Casting a spotlight on the significance of pattern recognition, it allows us to discern underlying trends within the complex landscape of the financial advisory industry, helping us make informed decisions and adapt to changing circumstances. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, sit …
Carl Richards: Prioritizing Problems Over Solutions
Curiosity and prioritizing clients’ problems is an essential skill in financial advising. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carl Richards, Founder of The Society of Advice, about why it’s important for advisors to understand that their clients’ priority is their problem, not the advisor’s solutions. They emphasize the …
Robyn Crane, CFP®: An Unconventional Path to Financial Coaching
The journey from artist to financial advisor may seem like an unconventional path. However, it’s often these unique life trajectories that bring fresh perspectives to the world of financial advisory. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Robyn Crane, CFP®, Author …