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

Have you ever thought about starting a family business?In this episode, Jamie Hopkins, Managing Part

If one person can break the cycle of poverty and dysfunctional money management in their own family,

What’s new in the mergers and acquisitions space?In this episode, Jamie Hopkins, Managing Partner of

Diversity plays a crucial role in shaping the success of firms and advisors. It’s through diversity

Managing change is a balancing act between creating new neural pathways and improving emotional inte

At certain junctures in our personal or professional lives, it's common to experience a sense o

Transitioning business to the next generation can seem like an uphill battle, but reframing the tran

While remote work has been a great luxury for many, it comes with some unintended biases and challen

Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and personal life

Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving, and ind

On this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie Hopkins are joined by D

In this episode of the Framework podcast, Jamie and Ana interview Nathan Astle, who shares his story

 Megan McCoy, a passionate researcher, teacher, and financial planner, joins Jamie and Ana on the Fr

 Reagan Cannon is an international speaker and coach who spent over 20 years in corporate America, l

 Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillmen

Reshell Smith is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst who speciali

Be an ally and join the fight for social justice in financial services with the power of empathy, tr

Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial planning mo

Welcome to this special FPA week episode!Emma Cramm is a passionate financial planner and member of

Welcome to this special FPA week episode!When Robert Van Beek was denied a career in law enforcement