Expansive CEO

Hannah Chapman
  • 5.0 (17)
  • EMPRENDIMIENTO
Expansive CEO

As the founder of both X² Wealth Planning and Expansive CEO, I am on a mission to help visionary entrepreneurs clear out the old stories they carry about money so they can build businesses that will change the world. Money is both logical and emotional, and we have to address both sides of the equation in order to truly transform our relationship with prosperity. Learn more about how I work with entrepreneurs differently than any other financial advisors at X² Wealth Planning (www.x2wealthplanning.com), and join the movement to become an Expansive CEO (www.expansiveceo.com)!

  1. HACE 18 H

    Episode 151: Relationship Series - Building Trust and Vulnerability in Business Partnerships with Alex Pursglove

    If you have ever collaborated with another business owner, you probably know the fear and anxiety that may come up in the process. If you are already friends, you may be worried that a business partnership could damage your friendship if you are not careful. Like any relationship, business partnerships require trust, vulnerability, and open communication. It all begins with holding space for each partner's unique, authentic self! In this episode, Hannah Chapman, CFP, APMA, CRPC, reflects with Alex Pursglove, business and transformation coach, about their journey building Expansive Visionaries Collective together! Learn more: How Alex and Hannah's relationship evolved from friends to business partners How collaboration in business can deepen your friendship The Expansive Visionary Collective, Alex's and Hannah's joint business Overcoming fear in business relationships How Human Design can enhance your working relationships The value of creating a judgement-free space Learn about EVC here: https://www.alexpursglove.com/expansive-visionaries-collective/ Connect with Alex here: LinkedIn: https://www.linkedin.com/in/alex-pursglove-1b97348/ Instagram: https://www.instagram.com/alexpursglove/ Website: https://www.alexpursglove.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 Email: hannah@expansiveCEO.com

    1 h y 3 min

  2. HACE 4 DÍAS

    Episode 150: Investment Friday - Navigating Opportunities and Challenges in 2025 with Brad Haines

    As we step into 2025, the investment landscape is poised for significant changes driven by geopolitical dynamics, technological advancements, and evolving market conditions. In this episode, host Hannah Chapman, CFP, APMA, CRPC, and guest Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies delve into the key themes that investors should focus on this year. Learn more: Why we should be vigilant with a new president in the office How H1B visas affect the overall economy The AI shift to application-based innovations Insurance challenges in the light of the California wildfires and recent hurricanes What to keep in mind when considering cryptocurrency investments What does it mean to rebalance your portfolio? We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode. Connect with Brad here: Website: www.juncturewealth.com Email: bhaines@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/

    54 min

  3. 7 ENE

    Episode 149: Relationships Series - How High Achievers Can Build Peaceful Relationships with Melissa Nanavati

    In this post-Covid, AI-inundated world, all we want this new year is more human connection. Building good relationships, however, is a learned skill. Our business, family, and romantic relationships can greatly impact our personal and professional goals. Many entrepreneurs feel like they have to choose relationships or success. But today's guest shows us how you can have both! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Melissa Nanavati, speaker, author, and relationship architect, about how to create peaceful, fulfilling relationships without sacrificing ambition. Before meeting her husband, she went on 100+ first dates, wrestled with anxious attachment, people pleasing, and alcohol abuse. After breaking free from the anxiety, self-doubt, and alcohol, she discovered a new approach to dating and relationships! Learn more: Melissa's journey on working on her own relationships How financial planning often intertwines with relationship dynamics How Human Design sheds light on our relationships and interconnectedness What are “seasonal relationships”? How to communicate with vulnerability Four practical tips for couples looking to grow closer Connect with Melissa here: LinkedIn: https://www.linkedin.com/in/melissananavati/ YouTube: https://www.youtube.com/playlist?list=PLfpizFEGErh15dWKMP2D6mRc0x7MOw7lF Instagram: https://www.instagram.com/melissananavati/ Website: https://www.melissananavati.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 Email: hannah@expansiveCEO.com

    50 min

  4. 24/12/2024

    Episode 148: Empowering Women in the Workplace with Margret De Bruyn

    Although we have come a long way in establishing gender equality in this country, we still have a ways to go. The corporate workplace, particularly in male-dominated industries, can still be very challenging to navigate as a woman, both because of misogyny we experience from outside of ourselves and the internalized misogyny we perpetuate within our own personal belief systems. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Margret de Bruyn, a corporate leader and experienced coach, about supporting women who are navigating misogyny in their fields. Learn more: Margret's background as a corporate leader and entrepreneur in male dominated industries Internalized misogyny and the subtle dynamics women encounter in workplaces The importance of pursuing one's passions, setting boundaries, and creating safe spaces where women can thrive without conforming to unhealthy masculine standards Margret's initiative, Thrive Hive, aimed at building a supportive community for women Connect with Margret here: LinkedIn: https://www.linkedin.com/in/margret-de-bruyn/ Website: https://www.margretdebruyn.com/ Email: margret@margretdebruyn.com Instagram: https://www.instagram.com/margret.debruyn/ 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 Email: hannah@expansiveCEO.com

    53 min

  5. 20/12/2024

    Episode 147: Market Update, Government Shut-Downs, and The Importance of Rebalancing Your Portfolio with Brad Haines

    Wednesday December 18th was a rough day in the financial markets...what happened, and is it something we need to be concerned about in 2025? Next, what typically happens in the financial markets when the government shuts down? Will there be lasting impact? And finally, how often does your portfolio get rebalanced? Do you have to ask your advisor to rebalance your portfolio, or do they do it once per year? How does Juncture Wealth handle portfolio rebalancing differently? In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss the current state of the financial markets, the impact of political changes, and the importance of rebalancing your portfolio when it makes sense for you and not when your advisor schedules a meeting with you on a calendar basis! Learn more: What happened on Wednesday that caused such a sharp sell-off? What will interest rates likely do with the new administration in place? What happens when the government can't agree on a funding bill, and the whole thing shuts down? What is rebalancing? Why is it important to rebalance your portfolio when it gets out of alignment with your goals? We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode. Connect with Brad here: Website: www.juncturewealth.com Email: bhaines@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

    47 min

  6. 18/12/2024

    Episode 146: Unlocking Your Inner Genius Through the “Tower of Power” Method with Diane Armitage

    Do you have a big decision to make in life or business? Can you know for sure which direction to take? More importantly, how can you tap into the inner wisdom that already lies within you? There are six mental factors that influence your decision making: reason, will, perception, memory, imagination, and intuition. Together they form the “Tower of Power”! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Diane Armitage, a renowned self-development expert, on how to use this powerful framework in your own life. Tune in to learn: Diane's 30-year experience in the self-development space What is the “Tower of Power”? How to order your thinking when making decisions How Human Design plays into making decisions How to think of the mind as a tool that supports the intuitive and emotional impulses Connect with Diane here: Tower of Power Webinar and Free Workbook: DianeArmitage.com/MyTower LinkedIn: https://www.linkedin.com/in/dianearmitage/ Website: dianearmitage.com YouTube: https://www.youtube.com/channel/UCRtA2b6APM4up5szc36TohA Blog: https://dianearmitageblog.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 Email: hannah@expansiveCEO.com

    43 min

  7. 13/12/2024

    Episode 145: Investment Friday - A Transitional Time: Wrapping Up the Year and Examining Tax Loss Harvesting with Brad Haines

    Recent market performance has seen a significant rally since the November 5th election. However, markets experienced a pull-back this week. Why the change? If you have investments, the end of the year sometimes can bring unexpected tax liabilities, including capital gain distributions from mutual funds. How does Juncture Wealth stay proactive with tax loss harvesting to keep their client portfolios balanced? In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss the current state of the financial markets, the impact of political changes, and the importance of tax-loss harvesting. Learn more: Why the market has rallied significantly since the U.S. election What will interest rates likely do with the new administration in place? Deflation vs. inflation - what is the federal government's goal? What is tax loss harvesting? What are ETF's and how are they different from mutual funds? We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode. Connect with Brad here: Website: www.juncturewealth.com Email: bhaines@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

    41 min

  8. 10/12/2024

    Episode 144: The Power of Personal Branding and PR with Katrina Owens

    In today's digital landscape, building a strong personal brand has become increasingly crucial for business owners and entrepreneurs. That's because “people buy from people,” and your personal brand creates a connection point to your ideal client and their values. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Katrina Owens, owner of Knockout Directive PR, about ways you can start developing your personal brand today! Tune in to learn: How your personal brand establishes awareness and authority The type of content that establishes expertise and credibility, especially in the age of AI-generated content How to show up authentically on various social media platforms How to find the right balance between personal and professional content. The best strategy to implement on social media even if you don't get immediate results The concept of "selling the way you serve" - aligning your sales and marketing approach with your core values Connect with Katrina here: Instagram: https://www.instagram.com/knockoutdirective/ LinkedIn: https://www.linkedin.com/in/katrina-owens/ Threads: https://www.threads.net/@knockoutdirective Website: knockoutdirective.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 Email: hannah@expansiveCEO.com

    46 min
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As the founder of both X² Wealth Planning and Expansive CEO, I am on a mission to help visionary entrepreneurs clear out the old stories they carry about money so they can build businesses that will change the world. Money is both logical and emotional, and we have to address both sides of the equation in order to truly transform our relationship with prosperity. Learn more about how I work with entrepreneurs differently than any other financial advisors at X² Wealth Planning (www.x2wealthplanning.com), and join the movement to become an Expansive CEO (www.expansiveceo.com)!

Información

  • Creador
    Hannah Chapman
  • Años de actividad
    2023 - 2025
  • Episodios
    151
  • Clasificación
    Apto
  • Copyright
    © Copyright 2025 by Hannah Chapman
  • Mostrar sitio web
    Expansive CEO

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