Framework with Ana Trujillo Limón Carson Coaching

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 professionalsHow we can engage next-gen stakeholders and clients effectivelyStrategies for enhancing client engagement and building meaningful relationships in the digital ageThe significance of succession planning and creating opportunities for next-gen leaders within financial organizationsThe importance of asking for what you want in your career and lifeHow financial advisors and professionals can navigate their career paths, promote personal growth, and embrace change and opportunities effectivelyThe intersection of technology, marketing, and finance in shaping the future of the financial services industryAnd 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 AnnouncementJulie Ragatz, Ph.D.: Empowering Women in Wealth ManagementConnect with Ana Trujillo Limón: 
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Jessica Flynn:
Intention.lyLinkedIn: 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.

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 plansSetting goals and milestones to gauge progressCultivating a sense of purpose in the workplaceBuilding diverse and inclusive workplace environmentsTransparency, communication, and a sense of belonging in workplace cultureNurturing curiosity, adaptability, and valuable connections in the workplaceInvolving Gen Z in decision-making processes and leveraging diverse perspectivesAnd more


Resources:
Link to the blog that won’t be available until April 1st written by Jessica Colston about serving the next-gen stakeholdersConnect with Ana Trujillo Limón: 
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Jalen Blackmon:
Carson Group LLCLinkedIn: Jalen BlackmonConnect with Jabin Moore:
Carson WealthLinkedIn: Jabin MooreConnect with Isaiah Johnson:
Carson Group LLCLinkedIn: Isaiah Johnson

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

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 financeThe importance of providing forward-looking financial planningBuilding events to attract and empower women in financial planningThe impact of creating a supportive community for female clientsUnique tax planning challenges faced by women, including the "widow's penalty"The importance of proactive financial planning when addressing the challenges many women faceAnd more

Resources:
Be Useful: Seven Tools for Life by Arnold SchwarzeneggerKamila Elliott, CFP® : Supporting Underrepresented TalentMary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client RelationshipsConnect with Ana Trujillo Limón: 
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Guest Name:
Taylor Financial Group LLCLinkedIn: 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.

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® boardChallenges faced by underrepresented talent in the financial industryHow sponsorship and mentorship play a crucial role in advocating for diversity and inclusion in the workplaceWhy building relationships and connecting with individuals from diverse backgrounds are vital for promoting understanding and inclusivityCreating safe spaces and valuing diverse perspectives to provide a sense of belonging for all employees with authentic leadershipHow to promote inclusivity, value diverse perspectives, and establish a workplace culture that supports and empowers all individualsAnd more

Resources:
The Intelligent Investor by  Benjamin Graham and Jason ZweigLegacy Lessons with JaQConnect with Ana Trujillo Limón: 
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with JaQ Campbell: 
Alexander Legacy Private WealthLinkedIn: JaQ CampbellConnect with Kamila Elliott:
Collective Wealth PartnersLinkedIn: 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.

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 CommunityHer experience with sponsorship and mentorshipThe importance of male allies in sponsoring and advancing women in the industryCreating pathways for women in wealth management and advocating for women behind the scenesRecruiting and retaining women in advisor-facing rolesChallenging unconscious bias in hiringRecognizing the unique skills and experiences of women in wealth managementAnd more

Resources:
Carson Group’s State of Women in Wealth Management Report 2023Male Ally NetworkConnect with Ana Trujillo Limón: 
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with JaQ Campbell: 
Alexander Legacy Private WealthLinkedIn: JaQ CampbellConnect with Sheryl Hickerson:
Females and FinanceLinkedIn: 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.

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 2023The significance of sponsors and inclusive environmentsStrategies for building inclusive cultures to retain women in the industryCreating a supportive and empowering environment for women in the workplaceThe role sponsors play in advocating for individualsFacilitating open dialogue and exploration of the emotional impact of inclusion in the workplaceChallenges and opportunities related to sponsorship and inclusion in the workplaceReframing thinking around scarcity to one of abundanceCreating inclusive cultures and supporting and uplifting one another in the workplaceAnd more

Resources:
Carson Group’s State of Women in Wealth Management Report 2023Connect with Ana Trujillo Limón: 
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with JaQ Campbell: 
Alexander Legacy Private WealthLinkedIn: Jaq CampbellConnect with Julie Ragatz:
Carson Group LLCLinkedIn: Julie RagatzTwitter: @Dr_JulieFinServAbout 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.


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