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

Designing the Client Experience and Leveraging Data with Jason Wenk
2020/8/24

This week, Jamie Hopkins talks with Jason Wenk — CEO and Founder of Altruist. They discuss the finan

Being a Lifelong Learner and Supporting Women in Financial Services with Dawn Wolfgram
2020/8/17

This week, Jamie Hopkins talks with Dawn Wolfgram, the President of Women in Insurance and the Regio

Building Relationships and Being Kind to Yourself with Nina O’Neal
2020/8/10

This week, Jamie Hopkins talks with Nina O’Neal, a partner and investment advisor at Archer Investme

Retirement Income Planning and Creating Educated Clients with Christine Benz
2020/8/3

This week, Jamie Hopkins talks with Christine Benz, Morningstar's director of personal finance.

Building a Technology Strategy and Pushing Financial Planning Into the Future with Joel Bruckenstein
2020/7/27

This week, Jamie Hopkins talks with Joel Bruckenstein, the producer of the annual T3 Advisor Confere

Supporting Women in Financial Services and Using Experience to Shape Your Perspective with Angela Ribuffo
2020/7/20

This week, Jamie Hopkins talks with Angela Ribuffo about supporting women in the financial services

Training Elite Athletes and the Value of Experience with Kent Katich
2020/7/14

This week Jamie Hopkins talks with Kent Katich. Kent has coached some of the best athletes in the wo

Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse
2020/7/6

This week, Jamie Hopkins talks with Suzanne Siracuse about building deep relationships, listening to

Retirement Income Planning and Playchecks with Tom Hegna
2020/6/29

This week, Jamie Hopkins talks with Tom Hegna about income planning for retirement, long-term care,

Leading with Integrity and Building a Culture of Success with Bob McKillop
2020/6/22

This week, Jamie Hopkins talks with Bob McKillop about his coaching philosophy, leading with integri

Ashton Kutcher: Mission-Based Investing and Participating in the Economy
2020/6/15

This week, Jamie Hopkins is joined by Carson CEO Ron Carson to talk with Ashton Kutcher about how yo

Turning Challenges Into Inspiration and Bucket Planning with Jason Smith
2020/6/8

This week, Jamie Hopkins talks with Jason Smith about The Bucket Plan, massive transformative purpos

Technology, Relationships, and Disruption with Anthony Stich
2020/6/1

This week, Jamie Hopkins talks with Anthony Stich about roboadvisors, the role of technology for adv

Social Security and Navigating Evolving Financial Environments with Mary Beth Franklin
2020/5/25

This week, Jamie Hopkins talks with Mary Beth Franklin about social security, navigating the evolvin

Rethinking Fees and Challenging the Status Quo with Rick Ferri
2020/5/18

This week, Jamie Hopkins talks with Rick Ferri, about advisors and fiduciaries, changing business mo

Fearless Investing and Continual Innovation with Aaron Klein
2020/5/11

This week, Jamie Hopkins talks with Aaron Klein about driving alignment between clients and portfoli

Consistency, Process, and Coaching Champions with Bob Bowman
2020/5/4

This week, Jamie Hopkins talks with legendary coach Bob Bowman. Bob’s coaching career has spanned mu

Writing, Retirement Planning and Innovating with Wade Pfau
2020/4/27

This week, Jamie Hopkins talks with Wade Pfau about retirement planning, his love of wrestling, and

Impact Investing, Advocacy, and Doing Better with Sonya Dreizler
2020/4/27

This week, Jamie Hopkins talks with Sonya Dreizler about her career as an advocate and leader in the

Tyrone Ross Jr.: Inclusion, Wealth Management, and Work Ethic
2020/4/23

This week, Jamie Hopkins talks with Tyrone Ross Jr. about what it takes to survive (and thrive) in a