Framework with Ana Trujillo Limón

Carson Coaching
  • 5.0 (97)
  • INVESTING
  • UPDATED WEEKLY
Framework with Ana Trujillo Limón Podcast

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. 8 HR. AGO

    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

  2. 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

  3. 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

  4. AUG 5

    Greg Opitz: Client Communication Strategies for Election Years

    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 imp...

    33 min

  5. JUL 22

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

    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...

    38 min

  6. JUL 8

    Samantha Allen: How AI is Transforming Digital Marketing

    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 market...

    25 min

  7. JUN 24

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

    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 the...

    35 min

  8. JUN 10

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

    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. Dri...

    25 min
See All (254)

5
out of 5
97 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

You Might Also Like

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