Expansive CEO
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Expansive CEO episodes

  • Episode 27: THE SPICY MONEY SERIES - How to Heal Your Money Story

    Join Hannah Chapman, CFP, APMA, CRPC as she discusses the importance of healing your money story.

    When we learn how to talk about money and unearth our stories, we become comfortable talking about other hard topics like spirituality and sexuality. That's because money is deeply rooted in our subconscious programming, touching every other aspect in our lives.

    What we resist persists, and what we look at disappears. When we can have open conversations and hold space for these deeply emotional topics and experiences, we will find our healing.

    If you're ready to look at the money stories that you've collected that have been holding you back, connect with Hannah here:

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

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

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

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

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

    30 min
  • Episode 26: How to Thrive as a Visionary Entrepreneur with Alex Pursglove and Jenn Germaine

    Visionary entrepreneurs can feel overwhelmed trying to figure out how to make their dreams a reality. The key to thriving as a visionary is to tap into the authentic self that is within you.

    In this episode, Hannah Chapman, CFP, APMA, CRPC talks to Jenn Germaine, founder of The Fulfillment Foundation, and Alex Pursglove, business coach and spiritual guide, about their work with visionary entrepreneurs.

    • How a vision can unfold over time

    • Allowing the vision to come through you

    • Tapping into your “why”

    • Choosing collaboration over competition

    • Fostering creativity in the workplace

    • Staying curious and non-judgmental

    • Surrendering to the bigness of your vision

      You can learn more about Jenn and experience her powerful yet gentle guiding (for free!) here:

      Website: https://www.thefulfillmentfoundation.com

      Instagram: https://www.instagram.com/jenn.germaine/

      You can connect with Alex and learn about her coaching and retreats here:

      Facebook - https://www.facebook.com/alexpursglove

      Instagram - https://www.instagram.com/alexpursglove/

      Free eBook - https://alexpursglove.co/cultivating-deeper-trust

      And connect with Hannah and X² Wealth Planning 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

      53 min
    • Episode 25: Investment Friday: Market Update and Tax Loss Harvesting

      In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the third installment of "Investment Fridays with Brad"!

      Tune in as we discuss:

      • Positive trends in the markets this week

      • What the fed might do with interest rates this year

      • What is earning season and how it's going so far

      • How to navigate fear during bear markets

      • What tax loss harvesting is and how to implement it in a portfolio effectively

        This series will happen every second Friday of the month, and we want to hear your questions! Send them to [email protected] so Hannah and Brad can respond to your questions on the podcast.

        You can learn more about Juncture Wealth Strategies here:

        Website: https://juncturewealth.com/

        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

        55 min
      • Episode 24: THE SPICY MONEY SERIES - In Sales And In Life, Relationships Are Everything With Marla Mattenson

        The word “sales” can feel cringe-worthy or slimy and conjure up images of manipulating and pressuring people into doing things they don't want to do, or buying things they don't want to buy. And yet, sales are the life-blood of any business. And if we're being honest, the life-blood of relationships as well! Once we put relationships over transactions, sales stop feeling like a burden. We can even start to celebrate each time we get a “no!” Because the goal is clarity, not just getting to a "yes."

        In this episode, Hannah Chapman, CFP, APMA, CRPC dives deep with Marla Mattenson, an internationally-recognized speaker and expert working with thought leaders in sales, business, and love, and the founder of the Ethical Sales Institute.

        Over the course of her 20+ year career, Marla has helped thousands of people deepen their intimate connections including Academy Award-winning actors, producers and directors, NBA players and coaches, Grammy Award-winning artists, and millionaire entrepreneurs. Marla's advice has appeared in The New York Times, Forbes, Oprah, NBC, ABC, CBS, and Entrepreneur to name a few.

        Marla is giving a one day workshop to introduce an aspect of the Ethical Sales Process (ESP) on Saturday August 26th! To learn more, visit: https://ethicalsalesinstitute.com/esp-seminar?wpam_id=19

        Connect with Marla here:

        Instagram: @marla.mattenson

        Facebook: Marla Mattenson

        LinkedIn: Marla Mattenson

        Ethical Sales Institute Website: ethicalsales.org

        The Intimacy Experts Website: theintimacyexperts.org

        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

        52 min
      • Episode 23: When Money Stories Collide with Hannah Chapman

        What happens when money stories collide in a romantic or business partnership? Financial stress is a leading cause of both divorce AND business failure...and what happens when your romantic partner IS your business partner? Or when both romantic parnters are entreprenuers?

        Hannah Chapman, CFP, APMA, CRPC dives into it on the podcast today to open up the conversation around how our money stories, especially those from our formative years from age 0 to 7, can show up in our lives as adults and cause serious relationship friction in personal and business partnerships if we aren't giving ourselves the space and support to become aware of those stories in ourselvs and our partners. And once we do that, we are then able take new, bold, aligned action towards what we truly want to create in business and life.

        If you're ready to look at the money stories that you've collected that have been holding you back, connect with Hannah here:

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

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

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

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

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

        43 min
      • Episode 22: How To Use Money To Change The World With Laurie Seymour

        How do love and money vibrate in the same universe/field? How do money and consciousness co-exist? What would it look like? How would it feel? If we understand the answers to these questions, we can truly change the world.

        In this special crossover episode with Wisdom Talk Radio, Hannah Chapman, CFP, APMA, CRPC and Laurie Seymour, Quantum Connection Mentor, is a two-time #1 best-selling author, Certified Master Trainer, CEO of the Baca Institute and host of Wisdom Talk Radio interview each other!

        She helps conscious business owners and visionary leaders who know that strategy connected with deep inner guidance provides the means to abundant success. Her cutting-edge, proprietary Quantum Connection Process activates a higher vibration that dissolves fear and self-doubt, so her clients create what they want in every aspect of life.

        Connect with Laurie here:

        30 minute Quantum Connection call with Laurie: https://calendly.com/thebacainstitute/30min

        Quantum Connection quiz: https://thebacainstitute.com/quantum-connection-quiz/

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

        Twitter: https://twitter.com/BacaInstitute

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

        Instagram: https://www.instagram.com/laurie.seymour/

        YouTube: https://www.youtube.com/@thebacainstitutelaurieseymour

        Wisdom Talk Podcast: https://redcircle.com/shows/wisdom-talk-radio

        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

        51 min
      • Episode 21: The Silicon Valley Bank (SVB) Failure - What it means for the US Economy with Brad Haines

        In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, about the headline news: Silicon Valley Bank (SVB) failed on March 10, 2023 and went into FDIC receivership.

        Tune in as we discuss:

        -What is a bank failure?

        -Why did Silicon Valley Bank (SVB) fail in particular?

        -What clues did we have ahead of time that something was wrong?

        -What does this mean for the banking industry as a whole?

        -What does this mean for the stock market as a whole?

        You can learn more about Brad Haines and Juncture Wealth Strategies here:

        Website: https://juncturewealth.com/

        Email Brad Haines with your questions at: [email protected]

        Hannah would love to hear from you! Connect with her 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

        41 min
      • Episode 20: Finding Financial Stability, Ease, And Joy As An Entrepreneur - The ExpansiveCEO Process

        Entrepreneurship can be unstable, so how do you plan your financial future?

        Having collectively managed over $94,000,000 in household assets and written over 2,000 financial plans in the past, I've learned that visionary entrepreneurs are different. It takes a unique and creative approach to build wealth while building a business that you love, and a business that both serves you and your family and allows you to serve your clients with joy and ease.

        In this episode, I share my unique ExpansiveCEO process designed to set up entrepreneurs to work with joy and ease. Listen as we discuss:

        • The three steps to the Expansive CEO Method

        • Why it's important to align your energy with your zone of genius

        • What your human design says about how you are wired to do business

        • How to set a solid foundation for your business to be able to expand

        • Dealing with the ugly, hard things in order to fix foundational cracks

        • How to make your business not feel like hard work

        • How to create financial stability for yourself, your family, and your business

          Sign up for the ExpansiveCEO program by visiting ExpansiveCEO.com.

          I would love to hear from you! Connect with me 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

          37 min
        • Episode 19: Investment Friday with Brad Haines

          In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the second installment of "Investment Fridays with Brad"!

          Tune in as we discuss:

          -What are the mechanics between inflation and interest rates?

          -How the last 20 years' rates provide a context for investing today

          -Value stock (dividends) vs growth stock

          -Why it's helpful to have a global viewpoint when investing

          This series will happen every second Friday of the month, and we want to hear your questions! Send them to [email protected] so Hannah and Brad can respond to your questions on the podcast.

          You can learn more about Juncture Wealth Strategies here:

          Website: https://juncturewealth.com/

          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

          37 min
        • Episode 18: Your Money Story Matters with Melanie Klein

          In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Melanie Klein, M.A., writer, speaker, and Professor of Sociology and Women's Studies.

          Everyone has a money story. What is your story and how can it empower you to make better decisions about your money?

          Becoming aware of your story is the first step to changing it. Listen in as Melanie gives powerful tips to start healing our approach to money.

          Melanie is a sought - after empowerment + mindset coach working with individuals and teams across the country to align and integrate their personal and professional spheres for increased success and abundance without compromising their joy. She has written and contributed to over 9 books on empowerment, personal transformation for collective liberation, and cultivating resilience. Her TEDx, Conscious Empowerment & Collective Liberation, is now available online, be sure to check it out here!

          https://www.youtube.com/watch?v=H4YPtKllgRU&lc=UgyUXLRaBnS9hYVZYt54AaABAg.9kW4cpZ3Fpf9kW7VqDn7Pi

          Connect with Melanie Klein:

          Instagram: https://instagram.com/melmelklein

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

          Website: melaniecklein.com

          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

          53 min

        About Expansive CEO

        From the publisher's feed

        Expansive CEO is a podcast for entrepreneurs, leaders, and visionaries who are ready to build businesses in alignment with their unique energy blueprint.

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