Expansive CEO

In this episode, Hannah Chapman, CFP, APMA, CRPC, invites 3 other financial planning focused, independent advisors to "talk shop": Kristin Brandli Printon, WMCP®, AIF®; Lisa Sakai, Financial Consultant; and Jamie Hanson, BFA™.

The term “financial advisor” could mean anything these days, so how do you find the right one for you? Listen in as we discuss the importance of getting to know our clients, holding space for them to be on their own journey, and helping them achieve their individual financial goals.

It is essential for financial advisors to establish genuine relationships with their clients in order to best serve their interests. Find out exactly what that looks like and why that would benefit you!

Connect with Kristin Printon:

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

Website: https://www.moxiewealthmanagement.com/our-story/kristin-brandli-printon/

Email: [email protected]

Connect with Lisa Sakai:

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

Website: http://www.onevisionretire.com

Email: [email protected]

Connect with Jamie Hanson:

LinkedIn: https://www.linkedin.com/in/jamie-hanson-87913096/

Website: https://www.akamaiadvisors.net/team/jamie-hanson

Email: [email protected]

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

In this episode, Hannah Chapman, CFP, APMA, CRPC, interviews Monica Tuck, owner of U-Studio, a marketing and branding agency. A 3rd-generation entrepreneur, Monica has a heart to help others find purpose in their small business.

You can learn more about Monica and U-Studio here:

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

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 inaugural "Investment Fridays with Brad" episode! Hannah gets to put her fiduciary investment advisor hat on along with her "investment-speak translator" badge, while Brad introduces and dives into how and why Juncture Wealth Strategies is different from other Registered Investment Advisory (RIA) firms out there.

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

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jan "Joy" Hoath about joyful leadership. And as per usual, it's not in the way you might expect! It's all about diving into your own experience of joy, feeling the full range of emotions that come through us all as human beings having a physical experience in this lifetime, and choosing to move back into joy. Over and over again.

You can learn more about Jan and her Happiness Prism (TM) here:

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

*SENSITIVE TOPIC WARNING* In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC, Jenn Germaine and Alex Pursglove talk about the underlying internal ties between Sex, Money, and Religion...and Jenn brings her signature boldness right out of the gate with regards to the language we use to describe our internal experience!

We dive into parenting, sexual trauma, miscarriage, and inner child healing in profound ways. And discuss how loving ALL of ourselves, every last aspect, has been the key to moving forward into true prosperity in terms of wealth, love, relationships, and our ability to see and hold space for others.

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

Website: https://www.breathefireintolife.com/freeresources

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: https://x2wealthplanning.com/

Online here: https://www.instagram.com/hannah.chapman.cfp

And at Expansive CEO here: https://expansiveceo.com/time

In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC and Alex Pursglove talk about Religion & Money...and how each of us experienced "wrong-making" and a fear of separation from God/Source/the Divine/Unconditional Love in early childhood. From embracing personal growth and shifting limiting beliefs, Alex Pursglove transformed from a people-pleasing, self-criticizing, and struggling solopreneur into an unapologetic woman running a thriving coaching business. Once she learned how to release shame and become more fully expressed, she 10X'd her business in under two years while strengthening her faith, marriage, and personal fulfillment.

We're not talking Bible verses or debating the merits of different faith traditions. Instead, we're talking about trust. Self-trust. Where and how it gets broken, and how to start listening to yourself, your highest self, again to build the life of your dreams.

Connect with Alex and learn about her coaching and retreats in the following places:

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: https://x2wealthplanning.com/

Online here: https://www.instagram.com/hannah.chapman.cfp

And at Expansive CEO here: https://ExpansiveCEO.com

*SENSITIVE TOPIC WARNING* In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC and Dr. Nima Rahmany talk about Sex & Money...but probably not in the ways that you're imagining! Nima is a doctor of chiropractic medicine and a Cycle-Breaker, meaning he helps people heal their trauma bonds and remove the blocks to creating secure relationships.

And guess what? The way we create bonds with our relationship traumas and play out those same patterns over and over again is the exact same thing that happens with money. And until we choose to become aware of our relationship stories AND our money stories, those unconscious patterns will continue to dominate our lived experience. Listen in as we discuss what those trauma bonds look like in relationships with other people and in our relationship with money, and how to start breaking those bonds to create new, healthy relationships.

Connect with Nima and learn about his upcoming 3-day virtual summit "Rewire: Trauma, Sex, & Money" here: http://www.drnima.com?afmc=bz

Connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/

Online here: https://www.instagram.com/hannah.chapman.cfp

And at Expansive CEO here: https://ExpansiveCEO.com

We're getting spicy at Expansive CEO, and talking about the topics that we aren't supposed to discuss at the dinner table...and that we rarely talk about at all if we're being honest! We're going to be talking about Sex & Money, Religion & Money, and Politics & Money, both in Connection-squared style conversations and diving into Hannah's experiences personally and professionally as well. Keep an open mind and heart, and see what comes up for you with each discussion!

Connect with Hannah and X² Wealth Planning here: X-squared Website

Online here: Instagram, Facebook, LinkedIn

And at Expansive CEO here: Expansive CEO Website

What would you do if you had just 10 more years to make the impact you want to make? For your family, for the impact you want to make on the world...what is MOST important to you?

Hannah shares what's most important to her, and wants to hear the same from you! She shares the Expansive CEO Method, and how the simple process of Discovery -> Alignment -> Expansion can bring everything into focus for visionary entrepreneurs. And as we expand, in life and in business, we start to see the true meaning of prosperity...that it's not about what we have sitting in a Swiss bank account, but rather it's about the impact that we're having on the thousands (at a minimum!) of people who are positively affected by the work that we're doing and the prosperity that we're generating for ourselves and others.

Connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/

Online here: https://www.instagram.com/hannah.chapman.cfp

And at Expansive CEO here: https://ExpansiveCEO.com

Hannah Chapman, CFP, APMA, CRPC introduces Expansive CEO and X-squared Wealth Planning, and talks about how imperative it is to address the emotional side of money along with the logical, structural side of money when working with visionary entrepreneurs. You can have the prettiest charts and graphs, the most brilliant financial strategies and investment options...and none of that matters if we don't address how we feel about those charts and graphs and strategis.

But once we do, and we align how we're thinking and feeling about money with how we're investing and spending and saving money...WATCH OUT because that's how visionary entrepreneurs can really change the world and make a dent in the universe. If you're that visionary entrepreneur wanting to build your business and your personal wealth with ease and flow, let's talk about how your business and personal wealth can grow while enjoying your life and making an impact on the world! Connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/ https://www.instagram.com/hannah.chapman.cfp And at Expansive CEO here: https://ExpansiveCEO.com