Expansive CEO

As an entrepreneur, you understand that your business evolves as you do. Oftentimes, part of that journey involves growing spiritually. If you are experiencing a spiritual awakening – or just curious how business and spirituality intersect – you will enjoy this conversation!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Pamela Downes, founder of Spirit Calling, about her entrepreneurial journey, as well as her passion to support others who are waking up to a deeper calling in this lifetime.

Learn about:

How your entrepreneurial journey aligns with your spiritual growth - Pamela's and Hannah's stories

Why your actions have to match your words and intentions, especially when it comes to making hard choices

The purpose of money in this world

What it means to be in alignment and true to yourself

Navigating dips and turns without losing sight of your vision

Pamela's special community, Spirit Calling, for those experiencing spiritual awakening

Connect with Pamela:

Website: www.spirit-calling.com

Facebook: https://www.facebook.com/spiritcallinglivethecall/

Instagram: https://www.instagram.com/spirit_calling

YouTube: https://www.youtube.com/spiritcallinglivethecall

TikTok: https://www.tiktok.com/@spiritcallinglivethecall

And connect with Hannah here:

Website: https://www.hannahrchapman.com

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

The market was way up and way down this week...and it had a lot to do with jobs reports and interest rate commentary from the Federal Open Market Committee (FOMC, aka "The Fed").

We also hear from a listener who wants to know how we should be evaluating the qualitative aspects of companies rather than just the financial or quantitative aspects.

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about looking at these matters holistically when it comes to your portfolio.

Tune in to learn:

The current market conditions

How the jobs report factored into the market performance this week

What is the new interest rate outlook for the rest of the year?

Why does there seem to be a disconnect between great sounding jobs numbers, and people's lived experience trying to get jobs?

How might AI effect the job market in the future?

What factors should we be looking at beyond just the financial numbers when deciding what to invest in?

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Connect with Hannah here:

https://HannahRChapman.com

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

When done right, events have the power to change people's lives. Whether you are hosting your guests virtually or in person, you want to make the experience memorable and worth their time – especially if you plan on making a sale at the end!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Wendi Freeman, founder of Be Bright Events, about what it takes to create meaningful and impactful events, and what it takes to believe in yourself, step out, and start a business of your dreams.

Learn about:

Why Wendi took a risk and quit her 6-figure job to start Be Bright Events

How Wendi pivoted her business during Covid

Why working through your emotions is key to growing your business

How to work with clients at different stages of needs

Setting your business up to attract the right type of client

Virtual vs. in-person events – which one is right for you?

Connect with Wendi:

Website: https://www.bebrighteventsco.com/

Facebook: https://www.facebook.com/BeBrightEvents

LinkedIn: https://www.linkedin.com/company/be-bright-events/

Instagram: https://www.instagram.com/be_bright_events

And connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Buying a house is out of reach for many due to high interest rates and high home prices. What factors have influenced the housing market so far, and what will need to happen for people to be able to afford homes again?

AI is booming, but some are speculating it is an investment bubble. Is that true? And what are the 5 major signs of a bubble?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about looking at these matters holistically when it comes to your portfolio.

Tune in to learn:

The current market conditions

What is the state of commercial real estate?

What factors are making it hard to afford a home?

How does remote work affect the housing market?

Is AI in a bubble? What are the five stages of bubbles?

Is the market as a whole in a bubble?

What is stylebox investing?

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

The markets continued with good momentum this week, the JOLT survey showed a strong labor market, and Jerome Powell reaffirmed lower interest rates may be coming later this year. Looking ahead, how do we expect office real estate and AI to play a role in the stock market in the future?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about the most relevant factors influencing our portfolios at this time!

Tune in to learn:

What will influence the Fed to lower interest rates?

What did the most recent JOLT survey reveal about the jobs market?

Will office real estate cause a crisis in the markets?

When is office real estate a good investment?

What is productivity and how does it influence my returns?

When will AI investments start paying off in big ways for businesses and investors?

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

As a coach, have you ever felt the frustration of not being able to help your client fully break through their challenges, even though you were doing everything “right”?

What if you approached your client from a different lens - one that helped you frame questions based on how your client was wired to answer them and held space for them to make decisions in the way they were designed? What if you could unravel for them what they are used to being, and give them permission to be who they really are?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Lauren Ammon, performance coach, about how knowing your and your clients' Human Design can completely change how you coach – empowering you to work with your clients more effectively!

Learn more:

How Human Design changed Lauren's life

What “authority” means in Human Design and why it matters when you are coaching

How to tell if a client needs open-ended or yes-or-no close-ended questions

Why a pros-and-cons list is not a one-size-fits-all solution to decision making

How you can tap into your energy in a way that is personal for your coaching client

Why Human Design helps us align with our true selves and should always be an empowering tool

Connect with Lauren:

Website: https://www.performancereimagined.com/

LinkedIn: https://www.linkedin.com/in/laurenammon/

And connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

We have all heard, “sales is the lifeblood of your business,” but cold-calling, DM'ing, fishbowling, or emailing random prospects doesn't feel good - whether you are the sender or the receiver. There is a better way, and it's through building meaningful relationships.

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Josh Elledge, podcaster and founder of UpMyInfluence.com, with 2,500 media appearances, about the ways podcasting creates authentic connections with other thought leaders and with your audience!

Learn more:

Why traditional lead generation is an ineffective way to do business

How you can utilize podcasting to connect with other business owners

What leaders with big networks do that you are probably not

Why everyone already knows what you're about before you start speaking

Why the goal of podcasting shouldn't be to get a bigger audience, and what it should be used for instead

Why 90% of podcasters don't make it past their 20th episode

Book recommendations from this episode: The Go Giver by Bob Burg & John David Mann, Letting Go by Dr. David Hawkins, and Marketing Rebellion by Mark Schaefer

Connect with Josh:

Website: https://www.upmyinfluence.com

LinkedIn: https://www.linkedin.com/in/joshelledge/

And connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

The market had its ups and downs this week but earnings have come in high for some key companies in the S&P 500. The “Magnificent 8” companies that propelled so much of the growth in 2023 have shifted to the “Magnificent” 2 or 3, and other sectors are growing again.

Speaking of sectors, are regional banks on their way to collapse? Are doomsayers right?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to understand this week's gains and losses, and how we could take advantage of the changes in our portfolios.

Tune in to learn:

What is an “earnings beat” and which company showed it this week?

Why would pricing a stock for perfection make a good earnings outcome lead to a tumble in its stock price?

Which of the “Magnificent 8” stocks are still going strong

Two surprising sectors that are showing growth and why

Will banks experience another crisis this year?

When is active management and investing in individual stocks a good idea for you?

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Did you know 75% of people say they are terrified by public speaking? If you are part of that statistic, you don't need another coaching program that teaches you how to practice speaking on a stage. There is a better, more effective way to create meaningful connection with your audience, and it all comes down to confidence!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sylvain “Sly” Hache, an award-winning, international-touring musician, speaker, and coach about his unique approach to get to the root cause of your public speaking fears!

Learn about:

How Sly overcame chronic stuttering

Why “normal” is not the same as “natural” and how that applies to you

Why your subconscious mind is affecting your messaging

How to track down your anxiety in your body and deal with the root cause

How to remove objection barriers inside of you and in your audience

What it means for the speaker to be better than the speech

How to present from your “peace of mind”

How a good coach should approach working with clients

Connect with Sly:

Website: https://www.nextlevelpublicspeaking.com

LinkedIn: https://www.linkedin.com/in/sylvainslyhache/?originalSubdomain=ca

And connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Dave Ramsey rose to fame on his “debt snowball” method and extreme cost cutting strategies to help people get out of debt, and uses his platform to voice his opinions about how people spend their money. And his opinions tend to be full of name calling, shaming, and mockery.

In this informative episode, Hannah Chapman, CFP, APMA, CRPC, shares a recent podcast clip from Dave Ramsey and his response to a caller who was in a tight financial spot with his wife and family. Hannah shares her response to the clip and why it's important to have compassion and understanding when helping clients financially instead of shame and mockery.

Tune in as Hannah discusses:

Do Dave Ramsey's debt strategies work for everyone?

What happens when clients are shamed or judged by a financial professional?

How Hannah would have responded to the caller

Are there other strategies that can be used during difficult financial times instead of debt strategies?

Can our money stories play a role in the stress we are experiencing with our finances?

How to know when your Financial Advisor has your best interest in mind

Why care and support are important for clients who are making financial decisions.

We want your questions! Please send them to [email protected] and we will discuss them in our next episode.

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift