Framework with Ana Trujillo Limón

The podcast designed to help financial advisors challenge the status quo, grow your firm, and not on

Episodes

Total: 260

Changing the System and Conscious Investing with Phuong Luong
2020/12/14

In today’s episode of Framework, Jamie Hopkins talks with Phuong Luong, the founder of Just Wealth P

Shaping How We Learn and Top-to-Bottom Value with Tom Rollins
2020/12/7

In today’s episode of Framework, Jamie Hopkins talks with Tom Rollins, the founder of The Great Cour

Empowering Women of Color and Working With Values with Anna‌ ‌N'Jie-Konte
2020/11/30

In today’s episode of Framework, Jamie Hopkins talks with Anna N’Jie-Konte, a CFP, podcaster, and th

The Profession of Financial Planning and Writing About Retirement with Robert Powell
2020/11/23

In today’s episode of Framework, Jamie Hopkins talks with Robert Powell, a financial writer who is c

Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton
2020/11/16

In today’s episode of Framework, Jamie Hopkins talks with Lazetta Braxton, a CFP and regular contrib

Protecting Opportunity Cost and Building SaaS Products with Brian Ross
2020/11/9

In today’s episode of Framework, Jamie Hopkins talks with Brian Ross, the CEO of Fix Flyer, about ho

The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry
2020/11/2

In today’s episode of Framework, Jamie Hopkins talks with Dr. Preston Cherry, founder of Concurrent

Mentoring, Leading, and Asking Questions with Sheryl Hickerson
2020/10/26

In today’s episode of Framework, Jamie Hopkins talks with Sheryl Hickerson, the founder of Females &

Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss
2020/10/19

In today’s episode of Framework, Jamie Hopkins talks with Skip Schweiss about his work in the fiduci

Growth Through Acquisition and the Importance of Culture With Eric Clarke
2020/10/12

In today’s episode of Framework, Jamie Hopkins talks with Eric Clarke, the founder and CEO of Orion

Creating a Software Roadmap and Getting Creative With Sheryl O'Connor
2020/10/5

In today’s episode of Framework, Jamie Hopkins talks with Sheryl O’Connor, the CEO of Wealth Conduct

Making Bold Predictions and Raising the Bar With Adam Holt
2020/9/28

In today’s episode of Framework, Jamie Hopkins talks with Adam Holt of Asset-Map about how the bar f

Financial Literacy and Change Management With Sean Brown
2020/9/21

In today’s episode of Framework, Jamie Hopkins talks with Sean Brown, President and CEO of YCharts, 

From Financial Advisor to Customer-Centric Business Owner with Dana Anspach
2020/9/14

This week, Jamie Hopkins talks with Dana Anspach, the CEO and founder of Sensible Money, about how s

Empowering FinTech and Identifying the Right Value-Adds with Mark Casady
2020/9/7

This week, Jamie Hopkins talks with Mark Casady, general partner and chairman of the advisory board

Fiduciary Responsibility and Why FinTech is the Future with Steve Lockshin
2020/8/31

This week, Jamie Hopkins talks with Steve Lockshin, the founder and principal at AdvicePeriod about

Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich
2020/8/28

This week, Jamie Hopkins talks with Oleg Tishkevich, the founder and CEO of Invent.us — a leading so

Democratizing Financial Planning and Scaling Your Business with Kevin Lozer
2020/8/27

This week, Jamie Hopkins talks with Kevin Lozer, co-founder of Holistiplan, about making the leap in

Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest
2020/8/26

This week, Jamie Hopkins talks with Andrew Altfest, CFP®, the president of Altfest Personal Wealth M

Scratching Your Own Itch and Mitigating Risk with Aladin Abughazaleh
2020/8/25

This week, Jamie Hopkins talks to Aladin Abughazaleh, the CEO and co-founder of ATA RiskStation. The