49 min
Erin Wood: Personal Finance From One Generation to Another Framework with Ana Trujillo Limón
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- Investing
This week, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood, Senior Vice President for Financial Planning at Carson Group, about establishing a first-generation financial plan, pushing for continual tech innovation in every firm, and staying accessible even in a successful advisor career. You can find show notes and other information at CarsonGroup.com/Framework.
This week, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood, Senior Vice President for Financial Planning at Carson Group, about establishing a first-generation financial plan, pushing for continual tech innovation in every firm, and staying accessible even in a successful advisor career. You can find show notes and other information at CarsonGroup.com/Framework.
49 min