Framework with Ana Trujillo Limón

Carson Coaching
  • 5.0 (98)
  • INVESTING
  • UPDATED WEEKLY
Framework with Ana Trujillo Limón

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.

  1. DEC 10

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

    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 experti...

    27 min

  2. NOV 25

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

    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 stre...

    32 min

  3. NOV 11

    Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA

    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, an...

    33 min

  4. OCT 28

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

    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 ...

    31 min

  5. OCT 14

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

    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 behavi...

    39 min

  6. SEP 16

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

    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 inte...

    22 min

  7. SEP 2

    Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning

    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 identif...

    39 min

  8. AUG 19

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

    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...

    27 min
See All (259)

5
out of 5
98 Ratings

About

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.

Information

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada