Insights Business Management

After three days of insights and networking at Excell 2023, you should head home feeling motivated, inspired, challenged and ready to make an impact. But the Excell experience is about so much more than the presentations on the mainstage or the informative breakout sessions. It’s also about the sensory experience – the sights and sounds …

Managing change is a balancing act between creating new neural pathways and improving emotional intelligence to be aware of how you respond to change. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, talk about change management with the president of CohereUs Consulting, Jim LoPresti, …

At certain junctures in our personal or professional lives, it’s common to experience a sense of being stuck. For most people, the reason they feel stuck is because they don’t see the next step forward. In this episode, Ana Trujillo Limón, Director, Coaching, and Advisor Content, speaks with J.J. Peller, Author, Speaker, and Executive Business …

Excell has a new home in 2023, and with it comes the opportunity to explore a new city. Excell falls in the middle of the week – Tuesday to Thursday – so why not stretch out your stay in Nashville and make a vacation out of it? There’s plenty to do before, during and after …

Transitioning business to the next generation can seem like an uphill battle, but reframing the transition makes stepping away and giving the next generation the room they need to grow, easier. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Executive Business Coach, …

The process for creating relevant, workable career growth paths that bear fruit and create an engaged, experienced culture of next-generation leaders need not be a daunting task to owners or future key firm players. It happens when firm owners and next-gen employees work well together, have open communication and set the expectation that growing into …

While remote work has been a great luxury for many, it comes with some unintended biases and challenges with team building. Fortunately, coaching programs and assessments are available to assist advisors in overcoming these obstacles. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak …

Lead generation for financial advisors is a critical component of a successful growth strategy, but it requires a thoughtful approach if you want to avoid wasted effort and connect with qualified prospects. A good lead generation strategy will leverage digital advertising, event networking, connecting with centers of influence and other mediums, but how can you …

Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and personal life? It’s time to take control of your productivity and achieve your goals with ease! Luckily, we have just the expert to help you do so. In this episode, Barbara Kay, a business psychology and productivity coach, reminisces about her …

Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving and industry challenges that will make you rethink retirement planning. In this episode, Jamie Hopkins and Ana Trujillo Limón speak with Aaron Schumm about his journey from aspiring stockbroker to CEO and founder of Vestwell. They delve into why Aaron asks candidates about …

 In this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie Hopkins are joined by Dr. Kristy Archuleta, one of the founders of the financial therapy disciplines, to discuss the importance of integrating financial psychology into the financial planning process. Dr. Archuleta emphasizes the need to empower clients and engage them in …