Insights Business Management

What do you think the future will look like? Embark on a cosmic journey with us where hope, curiosity, and daring moonshots shape a future of collaboration and exploration. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Anousheh Ansari, Astronaut, Tech Entrepreneur, …

How can we become superhuman and optimize our productivity? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Dr. Sahar Yousef, Cognitive Neuroscientist and Faculty at UC Berkeley, and Lucas Miller, MBA Faculty, Author, and Productivity Researcher at UC Berkeley about their journey …

You don’t often find great leaders who accidentally created a successful business. They are intentional about designing their vision and then making it a reality. Carson Executive Business Coach Gerry Herbison recently wrote in the Journal of Financial Planning that you wouldn’t build a house without a blueprint. That’s just asking for wasted time and …

What is the true meaning of ikigai and how can it enhance your life? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Sam Ushio, Founder and Chief Ikigai Officer at Connect3x, about the Japanese concept of ikigai, or “reason for being”, and …

In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, sit down with Elaine King, Founder and CEO of Family and Money Matters Institute™. Elaine King’s journey unfolds as she shares the story of founding her own firm and the deep significance behind the awards she’s …

Why is considering climate risk crucial in financial decision-making? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, is joined by guest co-host, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement to speak with Steven M. Rothstein, Managing Director, Accelerator at Ceres, Inc., about the importance of considering climate risks and opportunities in financial …

Casting a spotlight on the significance of pattern recognition, it allows us to discern underlying trends within the complex landscape of the financial advisory industry, helping us make informed decisions and adapt to changing circumstances. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, sit …

Curiosity and prioritizing clients’ problems is an essential skill in financial advising. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carl Richards, Founder of The Society of Advice, about why it’s important for advisors to understand that their clients’ priority is their problem, not the advisor’s solutions. They emphasize the …

Most of us have heard the expression “Working on the business as opposed to in the business.”  This reflects the idea that effective business leaders regularly carve out time to think about how well their business is running, where it can be improved and the degree to which its current trajectory aligns with the long-term …

The journey from artist to financial advisor may seem like an unconventional path. However, it’s often these unique life trajectories that bring fresh perspectives to the world of financial advisory. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Robyn Crane, CFP®, Author …

How has Dr. Terrence Martin’s experience in financial planning influenced his research in financial education? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Terrance Kieron Martin Jr., Ph.D., MBA, Assistant Professor of Financial Planning at Winston-Salem State University about his shift from …