Framework With Ana Trujillo Limón podcast

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QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

9 napja33:58

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33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

Framework with Ana Trujillo Limón

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The podcast designed to help financial advisors challenge the status quo, grow your firm, and not only put best practices to use, but create new best practices altogether. Hosted by Ana Trujillo Limón.

263 epizódok

#Trading #Business #Carson Coaching

Framework with Ana Trujillo Limón

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Sorozat kép•Feed

263 epizódok

#Trading #Business #Carson Coaching

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Larry and Denise Sprung: How Mitlin Financial Redefines Client Relationships 44:26

6 weeks44:26

44:26

What makes a client relationship truly exceptional in today's financial world? In this episode, Ana Trujillo Limón, Director, Editorial, chats with Larry and Denise Sprung from Mitlin Financial about crafting a world-class client experience. The Sprungs share the heartwarming story behind their firm's name and reveal how their approach goes beyond traditional client interactions by treating each client as a part of the family through personalized service and proactive communication. Larry and Denise discuss: The importance of integrating family values into financial services (03:15) Building personalized client experiences that exceed expectations (08:45) The backstory behind Mitlin Financial's founding and philosophy (17:10) Practical tips for financial advisors to enhance client relationships (24:00) Creating a legacy of trust and integrity in financial planning (30:20) And more Resources: joyfuladvisor.com Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Larry and Denise Sprung: Larry Sprung LinkedIn: Larry Sprung Facebook: Larry Sprung Twitter: Larry Sprung Denise Sprung LinkedIn: Denise Sprung Mitlin Money Mindset Podcast About Our Guests: Larry Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. As a fiduciary advisor, he and his team are dedicated to facilitating the customization of clients’ portfolios as they work toward reaching their financial objectives. Larry is also the host of the Mitlin Money Mindset™, a podcast that’s all about getting your mind right when it comes to all things money. Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. Denise Sprung is passionate about promoting sound and accurate financial education. She believes financial literacy is essential for the next generation and takes pride in supporting Mitlin Financial, Inc.’s mission to use its platform to educate and empower others. With over a decade of marketing experience, Denise brings a wealth of expertise to Mitlin Financial. As the founder and operator of a trademarked blog with a large social media following, she excels in delivering content that keeps clients informed and provides valuable insights into the financial world. Beyond finance, Denise is deeply committed to helping others. She serves as the co-chair of the Keith Milano Memorial Fund at the American Foundation for Suicide Prevention, established in memory of her brother Keith, who died by suicide in 2004. Each May, Denise organizes a mental health awareness book fundraiser, where participating authors donate a portion of their sales to the fund. Since its inception, the fund has raised over $1.7 million and has made a significant impact by sharing Keith’s story and fostering meaningful conversations around mental health. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Sarah Cain: Elevate Your Financial Practice with World-Class Client Experiences 28:37

8 weeks28:37

28:37

What does it truly mean to provide a world-class client experience? In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Sarah Cain, VP of Carson Coaching. Together, they unravel the art of moving beyond the basics of financial services to create interactions that clients rave about. Listen in as they explore how small, intentional actions can leave a lasting impact on client relationships. Ana and Sarah discuss: The significance of creating a world-class client experience Powerful components that shape exceptional client interactions Strategies for enhancing onboarding processes Leveraging technology to meet modern client expectations The role of continuous education in client relationships Effective ways to collect and act on client feedback And more Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Sarah Cain: Carson Group LLC BeneForza LinkedIn: Sarah Cain Calendly: Sarah Cain About Our Guest: Sarah Cain is passionate about using proven strategies to help business owners create and grow strong businesses that balance purpose and profit. She challenges successful entrepreneurs to build more sustainable businesses and is a strong advocate for B Corp certification. Prior to joining Carson Group Coaching in 2016, she spent over a decade at a $750 million hybrid RIA firm in Kansas City, with successive roles, including Chief Operations Officer. Her tenure as COO involved overseeing strategic projects and managing a team of internal stakeholders in the areas of technology, client service, financial planning, and back-office roles such as trading and new business coordination. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Joanna Ehresman and Leah Alter: Amplifying Women’s Voices in Financial Services 29:55

10 weeks29:55

29:55

Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services. In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare Podcast. Together, they explore the transformative power of community, celebrate women's achievements, and discuss strategies for overcoming challenges unique to women in the financial services industry. Their passion for creating a supportive network shines through as they emphasize the importance of lifting each other up. Joanna and Leah discuss: Encouraging women to authentically show up, build networks, and seek genuine connections The challenges women face as the “only ones in the room” and the lessons learned in overcoming burnout and isolation The importance of sharing insights and experiences to foster collective success and support future generations in financial services Celebrating milestones, both personal and professional, as a way to build confidence and a sense of community Redefining success by creating balance, authenticity, and joy in both personal and professional lives And more! Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Leah Alter and Joanna Ehresman: Website: WomenShare Podcast YouTube: WomenShare Podcast LinkedIn: Leah Alter LinkedIn Joanna Ehresman About Leah Alter: Leah Alter is the Founder of Marketing by Foxie. After years in New York City's entertainment and events industry, she moved to Austin, TX, joining an independent Broker-Dealer and RIA. At the Broker-Dealer/RIA, Leah worked on the business development team before transitioning to marketing consulting, where she helped advisors brand and market themselves in a highly regulated industry. She led marketing workshops and programs, with one of her initiatives earning two Wealthmanagement.com Award nominations. She also contributed to the marketing team, packaging and delivering products and services for financial professionals. Leah later joined a digital marketing agency serving the financial services and FinTech industries, gaining valuable expertise from industry specialists. Most recently, she was Vice President of Marketing at a FinTech company, focusing on branding, social media thought leadership, and launching a new website. A passionate marketer, Leah is dedicated to helping her clients succeed. About Joanna Ehresman: Joanna is the Founder of Momentum Growth Solutions and co-host of WomenShare , leveraging her 20+ years of marketing expertise to empower clients and listeners to make a greater impact. Her passion for marketing stems from seeing the profound impact professional financial advice has on clients' lives. At Momentum Growth Solutions, Joanna helps companies accelerate growth by aligning their purpose with their brand and marketing strategies while advising internal teams for sustainable results. Joanna also serves on the Board of Directors for BestPrep, a nonprofit focused on youth financial literacy and career skills. She lives near Minneapolis, Minnesota, with her husband and three sons. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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J.J. Peller on The Power of Setting Big Goals 27:58

11 weeks27:58

27:58

Are your goals big enough to bring transformation, not just transactions, into your life? This week, Ana Trujillo Limón, Director, Editorial, sits down with executive business coach J.J. Peller to explore the power of setting ambitious goals. Join the conversation as they delve into why thinking beyond "realistic" goals can unlock your true potential. J.J. unravels the art of goal-setting, emphasizing the mindset's role in overcoming challenges and the importance of having a clear, compelling vision. This episode is packed with insights for financial advisors and anyone ready to take their aspirations to the next level! J.J. Peller discusses: (03:06) Why setting a grand vision is pivotal for success (08:04) The importance of mindset in achieving big goals (12:08) Personal anecdotes about doubling goals and the impact (17:45) The significance of accountability and mentorship (19:19) Strategies for committing fully to your goals And more Resources: Be Useful: Seven Tools for Life by Arnold Schwarzenegger The Science of Change by Dr. Richard E. Boyatzis Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with J.J. Peller: Carson Coaching J.J. Peller LinkedIn: J.J. Peller About Our Guest: J.J. Peller helps ambitious, driven, growth-minded financial advisors maximize their potential so they can thrive in life and business. He believes that human potential is virtually limitless. Like 99.99% of people around the world, most have only scratched the surface of their greatest potential—a category J.J. acknowledges he is in as well. J.J. is passionate about using his coaching skills to help financial advisors tap more of their potential, enabling them to deliver even greater value to even more people. He started his career as a financial advisor and witnessed firsthand the importance and meaningful impact financial advisors have on people’s lives. Over time, J.J. realized his personal gifts, skills, and passions aligned more with helping advisors nationwide become the greatest version of themselves, so they can serve their clients at the highest level possible. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA 26:40

12 weeks26:40

26:40

Is your client experience helping you grow—or driving business away? Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how firms could transform relationships and drive profitability in a digital-first world. Drawing from her client strategy and business growth expertise, Tammy also shares actionable steps for creating exceptional experiences that keep clients thriving and engaged. Tammy discusses: How consistent service models and strategic client segmentation could define and elevate client experience excellence, ensuring maximum impact The value of leveraging advisory councils to gather client feedback, uncover blind spots, and focus on what matters most to clients Ways to optimize time and efficiency by delegating routine tasks and using AI-driven tools for personalized communications and seamless meeting follow-ups The role of transparency in building trust, including how addressing mistakes honestly strengthens client relationships and loyalty Strategies for implementing meaningful changes, such as focusing on one or two key improvements annually for sustainable growth How technology and human interaction can create a standout client experience in a digital-first world And much more! Resources: Zocks Morningstar Ep. 194: Tammy Breitenbach: Helping Advisors Transition Their Business Connect with Ana Trujillo Limón: LinkedIn: Ana Trujillo Limón Carson Group LLC Connect with Tammy Breitenbach: LinkedIn: Tammy Breitenbach, ACC, MBA Carson Group LLC About Our Guest: Tammy Breitenbach, ACC, MBA, is an Executive Business Coach at Carson Coaching. Tammy finds a business’ unique ecosystem by understanding the history, the team, and what makes each practice tick. She can advise how to implement improvements or processes in a way that will work effectively for them. Tammy is passionate about helping advisors draw absolute satisfaction from their practices – that includes running a business that functions well to support their more significant wants and purpose in life. Before joining Carson Group in 2018, Tammy spent 10 years of private consulting as the Principal Consultant of Catalyst Partners, a company she founded in 2008. At Catalyst, Tammy specialized in providing hands-on business counsel and leadership advice exclusively to owners of Independent RIAs and their key staff to help them grow stronger, more profitable businesses. Send us your questions; we’d love to hear from you! Email us at framework@carsongroup.com .…

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How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC 32:29

14 weeks32:29

32:29

Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, team up in this episode to reveal how delegation and AI could transform the way advisors approach their work. Rather than simply assigning tasks, Ana and Jessica present delegation as a strategic approach to maximizing efficiency and personal growth. They share a practical framework for tapping into team strengths, engaging gig workers, and embracing technology to streamline operations. Jessica also explores AI's impactful potential in financial advisory. Tools like Otter and Zocks help advisors summarize meeting notes, craft client communications, and spark creative ideas, freeing up time to focus on what matters most. Listeners will gain actionable insights to deepen client relationships, optimize their workflows, and step into the work they love most, leaving routine tasks to trusted team members and cutting-edge tools. Jessica Discusses: Building Effective Teams: Use tools like the Kolbe assessment to delegate tasks aligned with team members’ natural strengths Improving Client Experiences: Free up time for personalized attention, especially during sensitive moments Practical Delegation Tips: Start small—identify two tasks to delegate this month. For guidance, try Carson Coaching’s “100 Tasks to Delegate” tool And much more! Resources: 100 Tasks Every Advisor Should Delegate Otter.ai Zocks.io Kolbe Fiverr Upwork Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS® Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Jessica Colston: LinkedIn: Jessica Colston, MS, PCC Carson Group LLC Carson Coaching About Our Guest: Jessica Colston’s passion is partnering with firm owners to discover the gap between their current situation and their desired success and then working with them to implement strategies that help them pursue their firm’s full potential. A strong advocate of the importance of goal setting and process-based businesses, she sees the timeless concepts outlined in Tested in the Trenches paired with executive coaching as a powerful way already-successful advisors can increase their IQ (Implementation Quotient) and break through plateaus. Jessica earned her BA in Marketing from Grand Valley State University in Grand Rapids, MI. She later found her passion for coaching and consulting with business owners and earned her Executive and Professional Coaching Graduate Certificate. Send us your questions; we’d love to hear from you! Email us at framework@carsongroup.com .…

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Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA 33:03

17 weeks33:03

33:03

Is traditional behavioral finance missing the mark? Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that goes beyond client-centric advice to a human-centric model. Rather than “fixing” biases, Brian emphasizes tapping into clients’ real motivations and strengths. He shares how advisors can go deeper, guiding clients toward true well-being by focusing on the physical, emotional, spiritual, and financial dimensions of their lives. Listeners will gain actionable insights into building trust and empathy with clients, moving them from “okay” to “great,” and creating more meaningful financial relationships that help clients thrive. Brian discusses: Why traditional behavioral finance often misses the point by pathologizing normal human behaviors How a human-centric approach helps advisors support clients’ full well-being—physical, emotional, spiritual, and financial Shaping Wealth’s four-part model of flourishing, and how it lets advisors step into dual roles as “mechanics” for technical planning and “guides” for life’s big transitions The power of emotional intelligence (EQ) in building trust, empathy, and more impactful client relationships Why understanding “money stories” helps advisors connect with clients on a deeper level by exploring what money really means to them The future of behavioral finance—using insights from positive psychology to help clients live richer, more fulfilling lives And much more! Resources: "The Geometry of Wealth" by Brian Portnoy "How I Invest My Money" by Brian Portnoy and Joshua Brown "The Investor's Paradox" by Brian Portnoy Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Brian Portnoy: LinkedIn: Brian Portnoy, CFA Shaping Wealth About Our Guest: Brian Portnoy is the founder of Shaping Wealth, a consultancy focused on helping advisors integrate human-centric, holistic approaches into wealth management. His insights on behavioral finance and emotional intelligence are transforming how advisors support clients through all aspects of life, emphasizing human flourishing over technical solutions alone. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS® 30:38

18 weeks30:38

30:38

Ever wondered why clients resist making financial decisions during life's biggest changes? By focusing on change management and behavioral finance strategies. Erin Wood, Senior Vice President of Financial Planning at Carson Group, joins Ana Trujillo Limón, Director, Editorial, to explore how financial advisors can support clients during major life events. Drawing on Bruce Feiler's concepts of "flashbulb moments" and "life quakes," Erin shares actionable steps for incorporating empathy and structure into planning. Listeners will learn how to apply behavioral finance insights, overcome decision paralysis, and enhance client outcomes through strategic environment adjustments and refined financial approaches. Erin discusses: How change management principles help advisors guide clients through career changes, loss, and other significant life events The influence of "flashbulb moments" and "life quakes" on financial behaviors, and how advisors can navigate these pivotal experiences using Bruce Feiler's framework The five stages of change—pre-contemplation, contemplation, preparation, action, and maintenance—and how to support clients through each stage, especially when partners are at different phases Common behavioral biases, including money avoidance, money worship, and money vigilance, and tools like the "postcard exercise" to uncover clients' financial priorities Effective methods for overcoming decision paralysis to help clients move past indecision, address biases, and achieve aligned financial goals How small changes in the environment, inspired by Dr. Wendy De La Rosa's insights, can enhance financial discipline, such as pairing budgeting with rewards The importance of continuous learning in behavioral finance, with recommendations for certifications like the Behavioral Financial Advisor (BFA) for practical application And much more! Resources: Bruce Feiler Ep. 254: Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Erin Wood: LinkedIn: Erin Wood, CFP®, CRPC®, FBS® Sweet Financial Partners Carson Wealth About Our Guest: Erin Wood is an experienced financial planning professional with a focus on behavioral finance and change management. She helps clients and advisors navigate the complexities of life transitions by integrating empathy and evidence-based strategies into financial planning. Erin is passionate about continuous education and practical applications of behavioral finance to create more meaningful client relationships. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa 38:40

21 weeks38:40

38:40

Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant Professor at The Wharton School, joins Ana Trujillo Limón, Director, Editorial, to reveal the surprising factors behind client resistance and how financial advisors can use these insights to transform their approach. Dr. De La Rosa shares cutting-edge research on income volatility, generational behavior trends, and the powerful role of perception in financial decision-making. Financial advisors will learn actionable strategies to navigate these complexities, build personalized client plans, and strengthen client relationships by understanding the psychological tools that truly drive behavior. Dr. Wendy discusses: How income frequency influences client spending and saving behaviors The essential role of financial advisors in guiding clients through an increasingly manipulative financial landscape The impact of financial shame and how empathetic advisory practices can help clients overcome this barrier The power of environment design in encouraging positive financial behaviors through simplified processes Generational trends, focusing on Gen Z’s pragmatic and value-driven approach to finances, and how advisors can tailor their guidance The concept of "financial health days" and how structuring them can empower clients to take manageable steps toward financial wellness Practical tools like the "Three B Framework" (Behavior, Benefits, and Barriers) that advisors can use to positively influence client decisions And much more! Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Wendy De La Rosa: The Wharton School LinkedIn: Wendy De La Rosa About Our Guest: Dr. Wendy De La Rosa is an Assistant Professor at The Wharton School and a leading behavioral scientist with a focus on financial decision-making. Her research explores the intersections of emotions, perceptions, and behavior, impacting the way individuals manage their money. She collaborates with companies and advisors to develop strategies that positively influence client outcomes, particularly during moments of income fluctuation. Dr. De La Rosa is passionate about bringing behavioral finance insights into advisory practices, helping financial professionals better connect with and support their clients. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients 21:30

25 weeks21:30

21:30

Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights. In this episode, Ana Trujillo Limón, Director, Editorial, speaks with Andres Mazabel, Head of Advisor Sales at Trust & Will, about the significance of estate planning and longevity planning in the financial services industry. They emphasize the importance of integrating estate planning into advisory practices, discuss trends differentiating estate planning needs across demographics, and delve into the educational tools and strategies available to help advisors navigate this essential topic. By listening to this episode, advisors will gain insights into how they can enhance their practice by effectively incorporating estate planning into their services. Andres discusses: His experience in private banking and the impact of not having an estate plan The role of financial advisors in estate planning and how to educate clients on this critical topic Key trends in estate planning, particularly among millennials and Gen Z demographics What advisors should look for when choosing the right estate planning tool for them How advisors can leverage the right tools and platforms, like Trust & Will, to meet client expectations and enhance advisor-client relationships. Practical advice on initiating estate planning conversations with clients and integrating it as a core component of financial advisory practices. And more Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Andres Mazabel: Trust & Will LinkedIn: Andres Mazabel About Our Guest: Andres Mazabel, Head of Advisor Sales at Trust & Will, is helping to solve why more than 60% of families don’t have a plan to protect their loved ones. Trust & Will is a modern platform that simplifies estate planning, making it affordable and accessible to everyone. Andres manages relationships with RIAs and financial advisors to help add more value to their clients. As a consultative sales executive with over a decade of experience in Private Banking and the SaaS industry, Andres is passionate about building client relationships and finding solutions to their challenges. He thrives in team environments and enjoys presenting to C-Level executives. He has successfully managed the most profitable clients for two top 50 global Fortune 500 companies and is fluent in both Spanish and English. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning 38:40

27 weeks38:40

38:40

Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population. In this episode, Ana Trujillo Limón, Director, Editorial, dives into this month’s topic, estate planning and longevity planning, with Keena Pettijohn, CEO and Founder of Lifelogixs. Keena shares her 30-year career journey in financial services, the pivotal milestones, and the significant gap she identified between wealth management and longevity planning. Perfect for advisors interested in learning about the significance of understanding clients' life goals, and the integration of technology in wealth management. Keena discusses: Her early career and how she got started in the financial industry The importance of having a clear purpose and a servant mindset The gap between financial planning and the longevity needs of clients How advisors can turn financial coaching into life coaching by integrating financial wellness and holistic planning into their practice Her work in wealth management for aging clients and the concept of aging in place The importance of integrating financial planning with the real-life needs of aging clients, especially those wanting to age in place How advancements in technology can complement financial planning and help address the specific challenges of the aging population And more Keena Pettijohn is not an affiliate of CWM, LLC. Opinions expressed by guests of this podcast may not be representative of CWM, LLC. Resources: Lifelogixs: The Sassy Resources Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Keena Pettijohn: Lifelogixs LinkedIn: Keena Pettijohn About Our Guest: Keena Pettijohn, CEO and Founder of LifeLogixs is an accomplished Wealth Management Executive with over 25 years in Financial Services, Private Banking, Financial Planning and Trust Solutions in the Bank, Credit Union, and RIA Distribution Channels. Keena is a Leader for the Bank, Insurance, and Securities Association’s Innovations Lab, BISA’s organization to highlight emerging FinTech firms that support BISA’s membership. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients 27:12

29 weeks27:12

27:12

On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoiding money talk with a client is an impossibility, it’s still a good idea to keep religion and politics out of the conversation. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Megan Belt, Director of Public Relations at Carson Group, to discuss some of the best practices for communicating with clients during heated discussions, particularly surrounding election years. Megan starts by describing how to create a comprehensive communication plan for yourself and your employees in order to cover the grounds of what is appropriate to talk about, and what should be kept as inside thoughts. Ana and Megan then discuss the different ways you can discuss the current political and economic climate with your clients, while avoiding creating any uncomfortable situations. Tune into this episode for insights and professional advice if you have ever wondered where to draw the line between personal and professional conversations. Megan discusses: How to establish a clear communications policy with employees The importance of staying informed with current events in order to discuss how they affect your clients’ financial plans Staying calm and taking time to reflect personally on any thoughts or opinions before you put them online for everyone to see Having a firm, but still empathetic tone when speaking with a client who is getting heated about certain topics Remaining politically neutral when working with clients and making sure to always be doing what is best for them, regardless of their political views And more Resources: Carson Group Insights Blog Public Relations Society of America Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Megan Belt: LinkedIn: Megan Belt Twitter (X): @meganbelt About Our Guest: Megan Belt is the Director of Public Relations at Carson Group. As a results-driven leader, Megan has experience developing strategic communications plans for organizations ranging from small startups to Fortune 500 brands. Megan has held roles on both corporate communications and agency teams and has a proven track record of establishing executive thought leadership programs and developing integrated communications strategies. Megan’s passion for public relations extends far outside of her agency role. She enjoys volunteering her time to help local nonprofits and small businesses tell their stories. She also had an active role in the Omaha PR community, having served on the board of directors for the Public Relations Society of America (PRSA) Nebraska Chapter and mentoring young professionals in her role as professional advisor for the University of Nebraska Omaha’s PRSSA student chapter and its student-run PR Firm, MavPR. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Greg Opitz: Client Communication Strategies for Election Years 32:59

30 weeks32:59

32:59

Data shows that regardless of who is currently in office, the ebb and flow of the markets and economy continues to move to its own rhythm. Opinions and emotions go hand in hand and can often create biases when discussing financial plans with a client. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes back Greg Opitz, Executive Business Coach at Carson Coaching, to discuss client communication strategies during times of change. They unpack the importance of truly knowing who your clients are when discussing changes in the political and economic landscape. Avoiding jokes or comments about current events could be the difference between maintaining or losing a client. Sharing loads of quotable advice and gold nuggets of wisdom, Greg continues to emphasize that sticking to your process is key and keeping track of milestones in your clients’ financial plans is a crucial factor in communicating their achievements to them in times when they feel that they aren’t doing as well as they should. Greg discusses: Really getting to know who your clients are in order to avoid unintentional offense when discussing polarizing topics Understanding your own biases and beliefs and recognizing how they can affect your judgment and decision making The most important “P Words”: planning, process, and people Staying true to your processes, even when it feels as though turbulent and uncertain changes are coming Keeping track of milestones in a financial plan in order to reassure clients that they are doing well when they feels as though they are not And more Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Greg Opitz: Carson Coaching LinkedIn: Greg Opitz About Our Guest: Greg Opitz is the Executive Business Consultant at Carson coaching. Greg has been working with financial planners for his entire professional career. Before joining Carson Coaching in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.” Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services 37:42

33 weeks37:42

37:42

How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Eric Ludwig, PhD, CFP®, Asst. Prof. of Retirement Income, Director: Center for Retirement Income, RICP Program Director, The American College of Financial Services and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®, CLF®, Assistant Professor, Financial Planning and CFP®/ChFC Program Director, The American College of Financial Services about the integration of AI in finance. They share engaging anecdotes from their personal journeys and offer insights on how AI can streamline workflows for financial advisors. Listeners will gain a deeper understanding of AI's capabilities, the importance of quality prompting, and the potential biases in AI-generated content. Eric and Chet discuss: The story behind how their research on AI in the financial services industry began The top takeaway from their Journal of Financial Planning article about how AI can help advisors The importance of prompting in obtaining accurate AI responses and understanding AI's limitations Real-world applications of AI in the financial services sector and its impact on marketing and client communication The cautions advisors should keep in mind as they start their AI journey How we should reframe our thinking about AI in the financial industry And more Resources: Streamlining Financial Planning with ChatGPT: A Collaborative Approach Between Technology and Human Expertise Retirement Income Literacy Quiz Samantha Allen: How AI is Transforming Digital Marketing The Digital Debrief Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Eric Ludwig: The American College of Financial Services LinkedIn: Eric Ludwig Connect with Chet Bennetts: The American College of Financial Services LinkedIn: Chet Bennetts About Our Guests: Eric T. Ludwig, PhD, CFP®, is an accomplished retirement income planning expert, assistant professor of Retirement Income, and RICP® program director. As director of the Center for Retirement Income at The American College of Financial Services, Eric is passionate about developing research and innovative solutions that help investors achieve financial security and personal fulfillment, two essential components of overall retirement well-being. An assistant professor of Financial Planning and the ChFC® and CFP® Certification Education Program Director at The American College of Financial Services, Chet Bennetts also serves as the Larry R. Pike Chair for Insurance and Investments. With over 20 years in the financial services industry, Bennetts has served in roles from customer service, to being a financial planner, to managing 80 advisors in over 5 states. Currently completing his PhD in Personal Financial Planning at Kansas State University, Bennetts’ research focus and passion is in the area of behavioral finance – specifically how financial well-being affects physical and psychological well-being – and particularly among service members and Veterans. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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Samantha Allen: How AI is Transforming Digital Marketing 25:18

35 weeks25:18

25:18

How can financial advisors best leverage AI to revolutionize their digital marketing efforts? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice President of Digital Marketing at Carson Group, to explore the intersection of digital marketing and the financial services industry. Samantha shares her unique journey from advertising agencies to financial services, emphasizing the importance of social media, compliance, and AI in marketing strategies. Samantha shares her journey from agency life to a key role at Carson Group and valuable insights into effectively using AI tools like ChatGPT while also emphasizing the importance of human connection in a digital world and offers practical tips on balancing professionalism with authenticity. Samantha discusses: Her journey from agency work to leading digital marketing at Carson Group The importance of human connection and authenticity in digital marketing How she uses AI tools like ChatGPT to streamline content creation, allowing more time for strategic tasks How advisors can utilize AI to their benefit and what pitfalls to avoid How a good compliance team can actually help you innovate in a regulated industry Why advisors should focus on actionable metrics like website analytics and source reports to drive digital strategy What resources Carson makes available to our partners and those within our ecosystem Why advisors need to reframe their thinking when it comes to digital marketing And more Tune in to learn how you can enhance your digital marketing efforts and create meaningful connections in the financial services industry. Resources: Excell 2024: The Advisor Growth Conference Carson Group: Marketing Monitor The Mitlin Money Mindset Podcast: The Digital Debrief with Samantha Allen, Episode #167 Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Samantha Allen: The Digital Debrief LinkedIn: Samantha Allen About Our Guest: Samantha Allen is a digital marketing expert with ten years of experience in integrated advertising. Sam is never short on ambition to tackle new and challenging projects and always has fresh ideas to contribute. She is an experienced leader who has a strategic understanding of the digital marketing landscape and a passion for innovation. In Samantha’s free time, she loves running, reading, hanging out with her golden retriever, and cheering for the Nebraska Cornhuskers! Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in Investment 34:33

37 weeks34:33

34:33

Want to learn how female entrepreneurs are reshaping the investment landscape? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group. They explore the dynamics of trends in investing, featuring an insightful discussion on the Women's CEO Strategy and Fund at Carson. As they walk us through their respective journeys and how they contribute to creating a client-centered approach at Carson. They discuss: Erin and Jessica's paths to leadership in the financial industry The integration of Carson's values in investment strategies An inside look at the Women's CEO Fund and its significance Current trends in investing, including the impact of AI The impact of behavioral finance on investment trends and client relationship And more! Resources: Facts Vs. Feelings Podcast with Ryan Detrick & Sonu Varghese Carson Group - Research Rock The Street, Wall Street Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Jessica Golson: LinkedIn: Jessica Golson Connect with Erin Wood: LinkedIn: Erin Wood About Jessica Golson: Jessica Golson received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses. She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures. Outside of work, Jessica soaks up every second she can with her husband Terrance, and their three amazing children, Wyatt, Jacob, and Adalynn. About Erin Wood: Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nation’s fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. She’s been featured in The Wall Street Journal, Barron’s, NASDAQ and MarketWatch. In 2023, Erin was named “Thought Leader of the Year” at WealthManagement.com’s annual “Wealthies” awards. Erin graduated from Northwest Missouri State University in 2002 with a B.S. in communications and finance. She holds a CERTIFIED FINANCIAL PLANNER designation, as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Jake Bleicher, CFA: Carson's Women's CEO Fund 24:42

39 weeks24:42

24:42

Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women's CEO Fund. Jake shares his unique journey from pre-med to the financial industry, offering listeners a fascinating story about how his personal and professional experiences have shaped his approach to investing. Driven by his desire to create a better world for his daughter and backed by compelling data, Jake reveals how investing in women-led companies can outperform the market. You’ll gain insights into the importance of female leadership in companies and the measurable impact it can have on performance, as well as an understanding of current investing trends including AI, and Jake's vision for a more inclusive future in leadership roles. Jake discusses: His career journey and transition into finance The Women's CEO Fund’s concept, performance, and Jake’s personal motivation behind it The shining statistics of women-led companies in the S&P500’s top 20 companies The impact of female leadership on company performance and gender representation statistics The top stories of the women featured in the Women’s CEO fund How advisors can access the Women’s CEO fund Current investing trends, with a focus on the rise of AI and its future implications And more Resources: Excell 2024: The Advisor Growth Conference Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Jake Bleicher: LinkedIn: Jake Bleicher investments@carsongroup.com About Our Guest: As a Portfolio Manager, Jake helps manage Carson’s proprietary in-house strategies and supports partners with any questions about equity markets. Jake has been at Carson Wealth for over nine years. Prior to Carson, he worked as a Financial Analyst at SilverStone Group, Inc. He holds a bachelor’s degree in Chemistry and an MBA from Creighton University. He also received his Master’s of Securities Analysis and Portfolio Management (MSAPM) and is a CFA® charter holder. He enjoys spending time with his family, fishing, reading, and painting. He likes to exercise, and he grows lots of plants. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Greg Opitz: EQ in Financial Planning 24:46

42 weeks24:46

24:46

How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly impact your success as a financial advisor and enrich your personal life. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Greg Opitz, Executive Business Consultant at Carson Coaching, about emotional intelligence (EQ) in the financial services industry. They unpack its pivotal role in shaping successful advisors and individuals. By sharing intriguing anecdotes and practical advice, Greg sheds light on the fundamental components of EQ, such as empathy, self-awareness, and the nuanced art of communication. Greg also unpacks how life experiences forge our EQ, enhancing our ability to connect, empathize, and ultimately succeed in the dynamic landscape of financial advising. Greg discusses: A deeper understanding of EQ and its critical role in developing meaningful client relationships The impact of EQ on client relationships, emphasizing the importance of active listening and genuine engagement How being a better person ties into being a better advisor How personal and professional challenges cultivate EQ, leading to better understanding and empathy Practical tips for enhancing your own EQ to become a more effective and empathetic advisor How the next-gen of advisors can develop self-awareness and emotional intelligence How he gages emotional intelligence in interviews from a talent development perspective And more Resources: Think Like a Monk by Jay Shetty No Longer Awkward by Amy Florian Excell 2024: The Advisor Growth Conference Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Greg Opitz: Carson Coaching LinkedIn: Greg Opitz About Our Guest: Greg Opitz is the Executive Business Consultant at Carson coaching. Greg has been working with financial planners for his entire professional career. Before joining Carson Coaching in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.” Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Dr. Ana María López Caldwell: Empower Your Career with Authenticity 32:34

44 weeks32:34

32:34

Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and Coach, about the pivotal role of authenticity, inclusion, and executive business coaching. They explore firsthand accounts of navigating challenges, leveraging personal experiences for growth, and the power of genuine leadership in the dynamic realm of financial services. Dr. Ana María discusses: What companies can do to be more welcoming to women of color coming into C-suite roles How leaders from marginalized backgrounds and C-suite positions can overcome the barriers they face Why it's crucial for underrepresented professionals to build their career on genuine and authentic foundations Practical tips for organizations on sustaining diversity, equity, inclusion, and belonging initiatives The profound personal and organizational advantages of embracing DEI initiatives And more Resources: Latinas in Tech Event: Authenticity Matters: Building Your Career on Genuine Foundations Carson’s Blueprinting Guide The Subtle Art of Not Giving a F*** By Mark Manson Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Dr. Ana María López Caldwell: Dr. Ana Maria LC Linktree: Dr. Ana Maria Lopez Caldwell LinkedIn: Dr. Ana María López Caldwell About Our Guest: As an inclusive leadership coach and consultant, Dr. Ana María is committed to supporting clients in their transformative journey to achieve empowerment and authenticity as they navigate the many challenges of being leaders. Dr. Ana María works with organizations to create inclusive and equitable cultures, policies, and practices. She is a certified member of the International Coaching Federation and has over 15 years of experience in coaching, facilitating, and researching diversity, equity, and inclusion (DEI) topics. Dr. Ana María holds a PhD in Latin American Studies from Tulane University, where she examined the socioeconomic stratification system in Colombia. She is fluent in Spanish and English, and proficient in Portuguese. She has a passion for cross-cultural learning and collaboration. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Jessica Flynn: Attracting & Retaining Next-Gen Talent 34:58

47 weeks34:58

34:58

What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding on Jessica's journey from a reluctant start in 2008 to a passionate advocate for next-gen empowerment in finance. Jessica discusses: The importance of mentorship and guidance in empowering the next generation of financial professionals How we can engage next-gen stakeholders and clients effectively Strategies for enhancing client engagement and building meaningful relationships in the digital age The significance of succession planning and creating opportunities for next-gen leaders within financial organizations The importance of asking for what you want in your career and life How financial advisors and professionals can navigate their career paths, promote personal growth, and embrace change and opportunities effectively The intersection of technology, marketing, and finance in shaping the future of the financial services industry And more Don't miss out on Jess Flynn's insightful journey and her forward-thinking approach to integrating technology and marketing to redefine success in the financial sector. Resources: Carson Group: Reframe Live Series Announcement Julie Ragatz, Ph.D.: Empowering Women in Wealth Management Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Jessica Flynn: Intention.ly LinkedIn: Jessica Flynn About Our Guest: Jessica Flynn is bold, resourceful and fluent in all things "financial planning." Experienced fintech & marketing consultant. Artful negotiator and true collaborator. Independently responsible for identifying, developing and integrating custom projects that require prioritization and cross-department collaboration. Trusted to identify trends and opportunities within the Financial Services sector, and honing a network of professionals to deliver meaningful change. Continuously increasing levels of responsibility refining strategic partnerships and deepening revenue streams through comprehensive organization-wide solutions and service lines. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z 37:36

49 weeks37:36

37:36

Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson’s next-gen professionals, Jalen Blackmon, Associate, Partnership Developmentat Carson Group, Jabin Moore, Associate Private Client Manager at Carson Wealth, and Isaiah Johnson, Associate, Partnership Development at Carson Group. They discuss the importance of attracting and retaining the next generation of professionals in the finance industry. The conversation delves into key aspects such as defining career paths and growth plans, the significance of having a sense of purpose at work, and the value of workplace diversity. Jalen, Jabin, and Isaiah provide valuable insights on how firms can create a culture that resonates with the Gen Z workforce and the skills necessary for young professionals to thrive in the financial services industry. Key discussion topics: The importance of defining career paths and growth plans Setting goals and milestones to gauge progress Cultivating a sense of purpose in the workplace Building diverse and inclusive workplace environments Transparency, communication, and a sense of belonging in workplace culture Nurturing curiosity, adaptability, and valuable connections in the workplace Involving Gen Z in decision-making processes and leveraging diverse perspectives And more Resources: Link to the blog that won’t be available until April 1st written by Jessica Colston about serving the next-gen stakeholders Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Jalen Blackmon: Carson Group LLC LinkedIn: Jalen Blackmon Connect with Jabin Moore: Carson Wealth LinkedIn: Jabin Moore Connect with Isaiah Johnson: Carson Group LLC LinkedIn: Isaiah Johnson Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women's Financial Challenges 30:11

50 weeks30:11

30:11

With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework Podcast episode featuring Debra Taylor, where we explore how intentional connections with women can lead to better client retention and satisfaction. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, interviews Debra Taylor, CPA/PFS™, JD, Certified Divorce Financial Analyst®, Founder, Wealth Advisor and Lead Tax Planner at Taylor Financial Group. Debbie shares her transition from a lawyer and CPA to establishing her successful firm, driven by a passion for personal finance. She highlights the challenges she faced as a woman in a male-dominated industry and discusses her approach to engaging women in finance, the significance of events tailored for women, and the importance of proactive tax planning. Debbie reflects on the biases women face, the need for perseverance, and the role of community and support in her success. She also debunks the glamorous image of wealth management, emphasizing hard work and passion. Debra discusses: Her journey from law to personal finance The importance of providing forward-looking financial planning Building events to attract and empower women in financial planning The impact of creating a supportive community for female clients Unique tax planning challenges faced by women, including the "widow's penalty" The importance of proactive financial planning when addressing the challenges many women face And more Resources: Be Useful: Seven Tools for Life by Arnold Schwarzenegger Kamila Elliott, CFP® : Supporting Underrepresented Talent Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Guest Name: Taylor Financial Group LLC LinkedIn: Debra Taylor About our Guest: Debra Taylor, CPA/PFS™, JD, Certified Divorce Financial Analyst®, is the Founder, Wealth Advisor and Lead Tax Planner of Taylor Financial Group, LLC, a full service, woman-owned wealth management firm located in Franklin Lakes, NJ. Debra’s passion is in educating and empowering women and their families to take control of their future, advising in all areas, including investment management, insurance solutions, complex tax planning, retirement planning, and estate planning. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Kamila Elliott, CFP® : Supporting Underrepresented Talent 51:58

51 weeks51:58

51:58

Are organizations truly promoting inclusivity or making mistakes that harm underrepresented talent's mental health? Let's dive into the importance of sponsorship, safe spaces, and valuing diverse perspectives in creating a workplace where everyone feels valued. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Kamila Elliott, CFP®, Founder and CEO of Collective Wealth Partners to explore the power of sponsorship, the significance of building relationships to promote diversity, the need for safe spaces, and intentional actions to cultivate inclusivity and value diverse perspectives at work. They discuss the experiences of underrepresented groups in the financial industry, discussing the importance of inclusion, advocacy, and creating safe spaces for diverse talent. Kamila shares her personal journey, the challenges of being a woman of color in finance, and the significance of building relationships to overcome biases. The conversation also touches on the impact of remote work on feelings of safety and belonging in the workplace. Kamila discusses: Her journey into the financial profession and becoming chair of the CFP® board Challenges faced by underrepresented talent in the financial industry How sponsorship and mentorship play a crucial role in advocating for diversity and inclusion in the workplace Why building relationships and connecting with individuals from diverse backgrounds are vital for promoting understanding and inclusivity Creating safe spaces and valuing diverse perspectives to provide a sense of belonging for all employees with authentic leadership How to promote inclusivity, value diverse perspectives, and establish a workplace culture that supports and empowers all individuals And more Resources: The Intelligent Investor by Benjamin Graham and Jason Zweig Legacy Lessons with JaQ Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with JaQ Campbell: Alexander Legacy Private Wealth LinkedIn: JaQ Campbell Connect with Kamila Elliott: Collective Wealth Partners LinkedIn: Kamila Elliott About our Guest: Kamila Elliott, CFP® is the founder and CEO of Collective Wealth Partners. Kamila is a wealth manager with over 20 years of experience assisting high-net-worth individuals, endowments & foundations, and business owners with their financial planning, tax, and investment needs. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Sheryl Hickerson: Breaking Barriers in Finance 52:11

52 weeks52:11

52:11

Today on Framework, we explore pathways for women in finance, mentorship, and the strength of having allies. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and guest co-host, JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Sheryl Hickerson, Founder and Chief Engagement Officer at Females and Finance Community, about the challenges and strategies for advancing women in the finance industry. Together they discuss the critical role of male allies, the harmful queen bee phenomenon, and the necessity of advocacy behind the scenes. Sheryl highlights the importance of challenging unconscious bias in hiring and understanding the resilience behind successful female advisors. JaQ underscores the value women bring to wealth management and the need to study emerging wealth trends. Their conversation emphasizes a mindset shift towards promoting inclusivity and support for women in finance. Sheryl discusses: How she came to found the Females and Finance Community Her experience with sponsorship and mentorship The importance of male allies in sponsoring and advancing women in the industry Creating pathways for women in wealth management and advocating for women behind the scenes Recruiting and retaining women in advisor-facing roles Challenging unconscious bias in hiring Recognizing the unique skills and experiences of women in wealth management And more Resources: Carson Group’s State of Women in Wealth Management Report 2023 Male Ally Network Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with JaQ Campbell: Alexander Legacy Private Wealth LinkedIn: JaQ Campbell Connect with Sheryl Hickerson: Females and Finance LinkedIn: Sheryl Hickerson About our Guest: Sheryl Hickerson enjoys working with financial advisors, certified financial planners™, registered reps, wealth managers, and many other professionals within the community. Meeting new advisors and learning about how she can work together with them to grow business is her goal. Sheryl provides training, consulting, and coaching on social media and digital marketing strategies to the financial services community. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Julie Ragatz, Ph.D.: Empowering Women in Wealth Management 45:07

1 year45:07

45:07

This week on Framework, we address how sponsorship and inclusion can empower women in wealth management. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and co-host JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs at Carson Group, about women in wealth management. They talk about the critical role of sponsorship and inclusion in the workplace for women in wealth management and explore the impact of inclusive environments and strategies for building cultures that retain women in the industry. The conversation covers the importance of DEI roles, overcoming the "queen bee" phenomenon, and the necessity of shifting from a scarcity mindset to one of abundance to promote collaboration and success for everyone. Key talking points include: Carson Group’s State of Women in Wealth Management Report 2023 The significance of sponsors and inclusive environments Strategies for building inclusive cultures to retain women in the industry Creating a supportive and empowering environment for women in the workplace The role sponsors play in advocating for individuals Facilitating open dialogue and exploration of the emotional impact of inclusion in the workplace Challenges and opportunities related to sponsorship and inclusion in the workplace Reframing thinking around scarcity to one of abundance Creating inclusive cultures and supporting and uplifting one another in the workplace And more Resources: Carson Group’s State of Women in Wealth Management Report 2023 Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with JaQ Campbell: Alexander Legacy Private Wealth LinkedIn: Jaq Campbell Connect with Julie Ragatz: Carson Group LLC LinkedIn: Julie Ragatz Twitter: @Dr_JulieFinServ About Our Guest: Julie Ragatz, Ph.D. is the Vice President, Next Gen and Advisor Development Programs at Carson Group and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University. Send us your questions, we’d love to hear from you! Email us at…

Framework with Ana Trujillo Limón

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Jeremy Schwartz: Behavioral Finance and Investing 24:24

1 year24:24

24:24

How can behavioral finance improve your investment strategies? Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor Content, for a conversation about behavioral finance in investment strategies. Jeremy reflects on his path to becoming a CIO, influenced by his father and a natural affinity for finance. Together they discuss Jeremy's research collaborations, such as with Dr. Siegel on "Future for Investors," and the potential of AI in investing. Jeremy also shares information on investment philosophy, including Warren Buffett's 20-punch card rule, and recommends useful behavioral finance readings. Their conversation further examines market dynamics, the equity risk premium, and the historical inflation protection provided by stocks, contrasting their performance with bond yields. Jeremy discusses: His journey to becoming the Global Chief Investment Officer at WisdomTree Asset Management Importance of behavioral finance in investment strategies The value of academic research and expert insights in crafting robust portfolios and advising clients AI’s impact on the investment industry Significance of Warren Buffett's investment philosophy and the 20 punch card rule Some recommended readings for behavioral finance And more Resources: Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships Stocks for the Long Run Future for Investors Behind the Markets Podcast Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Jeremy Schwartz: WisdomTree Asset Management LinkedIn: Jeremy Schwartz About our Guest: Jeremy Schwartz has been the Global Chief Investment Officer at WisdomTree Asset Management since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indices, quantitative active strategies, and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships 31:42

1 year31:42

31:42

How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial Behavior Keynote Group, joins our host, Ana Trujillo Limón, Director, Coaching and Advisor Content, to explore behavioral finance in client-advisor relationships. Dr. Carlson underscores the importance of listening, creating positive emotional experiences, and understanding the influence of early money memories. She advocates for solution-focused approaches, and the use of silence and emotional intelligence to better engage clients, especially women. Their conversation also covers the parallels between public speaking and client interactions, and the critical role of human connection in financial advising. Dr. Carlson also discusses research from her dissertation on soldiers' financial behaviors pre- and post-deployment, emphasizing the value of emotional intelligence in financial decision-making and client retention. Mary discusses: How she fell in love with personal finance The Financial Behavior Keynote Group How her first money memories with the church and her father have shaped her relationship with money How advisors can use their clients’ money memories in their financial planning How applying behavioral finance frameworks can help clients feel valued Why advisors need to get comfortable with silence and stop trying to fill in the gap How those in the finance industry should reframe their thinking about behavioral finance And more Resources: Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life Reagan Cannon: The Courage to Lead: Practical Takeaways for Women Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Mary Bell Carlson: Financial Behavior Keynote Group LinkedIn: Marry Bell Carlson X (Twitter): @MaryBellConsult About our Guest: Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade. From the bowels of the Pentagon to international audiences, Dr. Carlson has presented numerous financial seminars and worked on a variety of financial planning and education projects. After getting married and having her two daughters, she started Chief Financial Mom.com, a personal finance education platform to help busy moms. Currently, she also works as adjunct faculty for the financial planning programs at both the University of Georgia and Texas Tech University. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life 30:46

1 year30:46

30:46

Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions, for a glimpse into his experience with the behavioral finance industry and a discussion about the intersection of money and meaning. Dr. Crosby shares his journey from clinical psychology to finance, introducing the "three Bs" of a meaningful life and the four common behavioral errors in finance. He also talks about his upcoming book "The Soul of Wealth" and the importance of communication about finances in relationships, offering information about navigating these complex issues for advisors and clients. Daniel discusses: His journey into the psychological side of the financial industry The role money plays in the meaning of life The four most common behavioral errors: ego, emotion, attention, and conservatism How advisors can use behavioral finance as a mirror on their own behavior and practice what they preach to clients Balancing monetary wealth and soulful wealth Some of the challenges couples face when discussing money Behavioral finance training and certification programs recommended for advisors What advisors need to reframe their thinking about when it comes to behavioral finance And more Resources: The Behavioral Investor by Dr. Daniel Crosby The Soul of Wealth: 50 Reflections on Money and Meaning by Dr. Daniel Crosby Man's Search for Meaning by Viktor Frankl The Creative Act by Rick Rubin Orion’s BeFi20 Assessment Tool Orion Advisor Academy Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón Connect with Daniel Crosby: Orion Behavioral Finance LinkedIn: Daniel Crosby About our Guest: Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making 28:02

1 year28:02

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How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., Vice President, NextGen and Advisor Development Programs at Carson Group, about the practical applications of behavioral finance theory in business and recruitment. They challenge the notion of rational choice theory, emphasizing the subjective nature of human decision-making. Dr. Ragatz underscores the importance of recognizing individual motivations and the pitfalls of a one-size-fits-all approach in hiring. She advocates for after-action reports to understand decision-making processes and reframes biases as natural, suggesting that behavioral finance can guide the human mind. Julie discusses: Her role at Carson as the VP of Next Gen Application of behavioral finance theory in business decisions The relevance of the sunk cost fallacy in decision-making Confirmation bias and belief persistence Regaining decision-making confidence Implementing behavioral finance theory to improve recruitment How you can start implementing behavioral finance theory in your practice And more Resources: Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money Dynamics Julie Ragatz & Mary Kate Gulick: Women In Financial Services Julie Ragatz & Kellan Brown: Growing Through Mentorship Standard Deviations: Dr. Julie Ragatz - Empathy and the History of Behavioral Economics Carson 2023 State of Women in Wealth Management Report Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón LinkedIn: Odaro Aisueni Connect with Julie Ragatz: Carson Group LLC LinkedIn: Julie Ragatz Twitter: @Dr_JulieFinServ About our Guest: Julie Ragatz, Ph.D. is the Vice President, Next Gen and Advisor Development Programs at Carson Group and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

Framework with Ana Trujillo Limón

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Samantha Lamas: Understanding and Improving Advisor-Client Relationships 32:12

1 year32:12

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When told to rework their financial plan by following the PERMA-V framework, 70% of people changed one of their top three goals. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Samantha Lamas, Senior Behavioral Researcher at Morningstar, about the importance of aligning financial advice with clients' life values. They explore a three-step process for identifying true financial goals, emphasizing the need to connect these goals to deeper motivations using the "PERMA-V framework" from positive psychology. Samantha highlights the benefits of this approach, such as providing a consistent guide for decision-making and the flexibility to adapt to life changes. She also stresses the human aspect of financial decisions and the usefulness of tools and checklists in simplifying these decisions. Samantha's key message is that financial planning should be holistic and align with personal values to make money decisions more meaningful and manageable. Samantha discusses: Her first money memory involves a love for books How she became a behavioral researcher Why investors are disengaging from their financial advisors How advisors can recognize and address the issues causing clients to disengage The top 5 reasons why people fire their advisor Communication and relationship-building resources for advisors How to help clients who don’t know their true financial goals Utilizing the PERMA-V framework in financial planning And more Resources: Morningstar: Faux Pas For Financial Advisors to Avoid Larry Sprung Connect with Ana Trujillo Limón: Carson Group LLC LinkedIn: Ana Trujillo Limón LinkedIn: Odaro Aisueni Connect with Samantha Lamas: Morningstar LinkedIn: Samantha Lamas X (Twitter): @SamanthaLamas4 About our Guest: Samantha Lamas is a senior behavioral researcher at Morningstar who is focused on driving financial engagement among everyday people. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com .…

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