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…
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…
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…
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…
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…