Justin Castelli: Creating Content and Building a Holistic Community for Advisors
In today’s episode, Jamie and Ana talk with Justin Castelli, Chief of Staff...
Nicole Casperson: Diving Into the World of Fintech Media
In today’s episode, Jamie and Ana talk with Nicole Casperson, Founder of WTFintech?...
Daniel Crosby, Julie Ragatz, and Erin Wood: The Psychology of Making Smart Financial Decisions
This week, Ana Trujillo Limon talks with Daniel Crosby, Chief Behavioral Officer at...
Kate Healy: Creating a More Diverse and Equitable Industry
In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy,...
Phil Loughlin: Investing in Founder-Led Businesses
The relationship between founders and investors is symbiotic. What should this relationship look...
Joelle Martinez: Unleashing the Economic and Social Potential of Diversity
Latinos are still underrepresented in leadership roles, despite the fact that diversity and...
Danika Waddell: Turning Crisis Into Opportunity
When we think of jobs and the creation of opportunity, we often think...
Ana Trujillo Limon: The Power of Being Inclusive and Authentic
Sometimes, the best way to boost your career is to find some fuel from...
Mary Kate Gulick, Abby Salameh, and Anthony Stich: Winning Strategies for Effective Marketing
Marketing is one of the most important and challenging parts of any business. So,...
Ric Edelman: Harnessing The Power of Broadcast Media for Financial Literacy
Broadcast media is a powerful force in society. And with the advent of new...
Mary Kate Gulick: Breaking Down Barriers to Effective Marketing
In today’s fast-paced world, it’s easy to get distracted by new technologies and trends....
Brittney Castro: Social Media and Brand Marketing for Financial Advisors
In this episode, Jamie and Ana talk with Brittney Castro, Founder and CEO of...
Emily Binder: The Many Facets of Digital Marketing
Content creation is a never-ending task for marketers. And with today’s ever-changing digital landscape,...
Inga Timmerman: The Role of Financial Planning in Choosing a Career
Choosing a career is one of the most important decisions you can make. With...
Michael Lane: The Road to Success in Financial Services
This week, Ana Trujillo Limon and Jamie Hopkins talk with Michael Lane, Head of...
Adrian Grenier and Zach Conway: The Intersection Between Revenue and Social Impact
This week, Jamie Hopkins and Ana Trujillo Limon talk with Adrian Grenier and Zack...
