CFFP #07 Understanding the Importance of Financial Planning ft. Ana Trujillo Limon Conversations for Financial Professionals

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Show Notes:


 


Today’s conversation is with  Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. First as a reporter and now as editor-in-chief for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning and the FPA Next Generation Planner and Practice Management Blog. 


 


She also serves on the FPA Diversity Committee and is the co-founder of FPA Latino, a member resource group for Latino FPA members. 


 


Today we dive into why financial planning is important, what it means to Ana being a woman and a minority in the field, what the next 5 to 10 years may hold for the financial planning industry, and the steps needed to get into the financial planning industry. 







Show Highlights:


 


Ana’s newly adapted “pandemic” routine (3:27)

Ana shares what financial planning  means to her and talks about how it changes people's lives. (5:13)

Ana explains why she hired a financial advisor and why everyone should hire one. (7:54)

What Ana fields the next 5 to 10 years holds in the industry; how technology will affect clients; and the implications for providers of financial services. (13:45)

The effect the pandemic has had on the financial planning industry and what may happen in the future. (17:32)

Ana shares her tips on how to find a financial advisor that may best fit your needs. (19:20)

Ana’s personal development path and her passion for diversity and inclusion. (27:48)

Ana talks about her ideas to help underserved communities get access to financial advice.(31:47)


 


Resources:


Check out Ana’s articles on the FPA website by clicking here.



Are you a current or aspiring financial professional?  Click here to receive tools that will help you become a next-generation financial professional!




Watch a video clip of this episode on our YouTube channel by clicking here.



To receive a newsletter digest of Jumpstart community happenings, click here.


 


Subscribe to the podcast by clicking here.



Want to connect with me? Join my exclusive “tribe” by clicking here.



Thanks again for listening, reading, and watching!


Conversation Transcript:

00:00:00
Dominique
Welcome to conversations for financial professionals, a podcast to help shape the next generation of financial advice. I'm your host Dominique  Henderson today's conversation is with none other than Ana Trujillo Limon. The woman who has worked in communications in the media industry for more than a decade, and is the current editor in chief of the financial planning, associations, publications, including the apex award-winning journal of financial planning, the FPA next generation planner, and the practice management blog. You will not want to miss this conversation about understanding the importance of financial planning, where Ana and I talk about why financial planning is so important. She even gives a page from her own personal playbook about why she hired a financial planner. We also talk about where the financial planning industry is headed and the impact that's going to have on consumers as well as providers of financial services. 



00:00:56
Dominique
We provided a checklist for financial planning in practice. Something that consumers can use to find a good financial planner and financial professionals take note. These are the things that you can be doing to attract your ideal client. You will walk away from this episode, understanding the real importance of financial planning so that you will have the tools to serve your clients. At the next level. Let's get to the conversation with Donna. Welcome to another episode of conversations for financial professionals, where we are shaping the next generation of financial advice. And today we have Ana Trujillo Limon. Ana you've worked in the communications

Show Notes:


 


Today’s conversation is with  Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. First as a reporter and now as editor-in-chief for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning and the FPA Next Generation Planner and Practice Management Blog. 


 


She also serves on the FPA Diversity Committee and is the co-founder of FPA Latino, a member resource group for Latino FPA members. 


 


Today we dive into why financial planning is important, what it means to Ana being a woman and a minority in the field, what the next 5 to 10 years may hold for the financial planning industry, and the steps needed to get into the financial planning industry. 







Show Highlights:


 


Ana’s newly adapted “pandemic” routine (3:27)

Ana shares what financial planning  means to her and talks about how it changes people's lives. (5:13)

Ana explains why she hired a financial advisor and why everyone should hire one. (7:54)

What Ana fields the next 5 to 10 years holds in the industry; how technology will affect clients; and the implications for providers of financial services. (13:45)

The effect the pandemic has had on the financial planning industry and what may happen in the future. (17:32)

Ana shares her tips on how to find a financial advisor that may best fit your needs. (19:20)

Ana’s personal development path and her passion for diversity and inclusion. (27:48)

Ana talks about her ideas to help underserved communities get access to financial advice.(31:47)


 


Resources:


Check out Ana’s articles on the FPA website by clicking here.



Are you a current or aspiring financial professional?  Click here to receive tools that will help you become a next-generation financial professional!




Watch a video clip of this episode on our YouTube channel by clicking here.



To receive a newsletter digest of Jumpstart community happenings, click here.


 


Subscribe to the podcast by clicking here.



Want to connect with me? Join my exclusive “tribe” by clicking here.



Thanks again for listening, reading, and watching!


Conversation Transcript:

00:00:00
Dominique
Welcome to conversations for financial professionals, a podcast to help shape the next generation of financial advice. I'm your host Dominique  Henderson today's conversation is with none other than Ana Trujillo Limon. The woman who has worked in communications in the media industry for more than a decade, and is the current editor in chief of the financial planning, associations, publications, including the apex award-winning journal of financial planning, the FPA next generation planner, and the practice management blog. You will not want to miss this conversation about understanding the importance of financial planning, where Ana and I talk about why financial planning is so important. She even gives a page from her own personal playbook about why she hired a financial planner. We also talk about where the financial planning industry is headed and the impact that's going to have on consumers as well as providers of financial services. 



00:00:56
Dominique
We provided a checklist for financial planning in practice. Something that consumers can use to find a good financial planner and financial professionals take note. These are the things that you can be doing to attract your ideal client. You will walk away from this episode, understanding the real importance of financial planning so that you will have the tools to serve your clients. At the next level. Let's get to the conversation with Donna. Welcome to another episode of conversations for financial professionals, where we are shaping the next generation of financial advice. And today we have Ana Trujillo Limon. Ana you've worked in the communications