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Sam Ushio: Finding Your Ikigai
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…
Elaine King: Empowering Financial Futures
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…
Steven M. Rothstein: The Impact of Climate Risks on Finance
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…
Angie Herbers: Identifying Trends in the Financial Advisory Industry
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…
Carl Richards: Prioritizing Problems Over Solutions
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…