The podcast designed to help financial advisors challenge the status quo, grow your firm, and not on
In today's episode, Jamie and Ana speak to Bonnie Treichel, Chief Solutions Officer and Founder
In today's episode, Jamie and Ana speak with Craig Lemoine, director of the Financial Planning
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Bill Crager, Co-Founder and Chief
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Janet Alvarez, the Deputy Busines
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Edgar Villanueva, Founder of Deco
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Zach and Michael Conway from Conw
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Gabe Rissman, Co-Founder and Pres
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Jay Lipman, Co-Founder and Presid
In today’s episode, Jamie Hopkins and Ana Trujillo Limon talk with Sarah Kjellberg, Head of Sustaina
This week's guests, Sonya Dreizler and Liv Gagnon, founders of Choir, talk with Jamie and Ana a
This week, Jamie Hopkins and Ana Trujillo Limon talk with Anders Jones, CEO and Co-founder of Facet
This week, Jamie Hopkins talks with Scott Harrison, founder, and CEO of charity: water, about the cu
This week, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood, Senior Vice President for Finan
This week, Jamie Hopkins and Ana Trujillo Limon talk with Justin Castelli, Chief of Staff at Onramp
This week, Jamie Hopkins and Ana Trujillo Limon talk with Nicole Casperson, Founder of WTFintech?, a
This week, Ana Trujillo Limon talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor So
This week, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy, former Managing Director of Ge
This week, Jamie Hopkins and Ana Trujillo Limon talk with Phil Loughlin, Managing Director at Bain C
This week, Ana Trujillo Limon talks with Joelle Martinez, President, and CEO of the Latino Leadershi
This week, Ana Trujillo Limon talks with Danika Waddell, President and Founder at Xena Financial Pl
