Episódios
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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 moreDon'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 FlynnAbout 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 [email protected].
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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 moreResources:
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 JohnsonSend us your questions, we’d love to hear from you! Email us at [email protected].
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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 moreResources:
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 TaylorAbout 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 [email protected].
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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 moreResources:
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 ElliottAbout 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 [email protected].
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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 moreResources:
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 HickersonAbout 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 [email protected].
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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 moreResources:
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.
Send us your questions, we’d love to hear from you! Email us at
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How can behavioral finance improve your investment strategies?
Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor Content, for a conversation about behavioral finance in investment strategies.
Jeremy reflects on his path to becoming a CIO, influenced by his father and a natural affinity for finance. Together they discuss Jeremy's research collaborations, such as with Dr. Siegel on "Future for Investors," and the potential of AI in investing. Jeremy also shares information on investment philosophy, including Warren Buffett's 20-punch card rule, and recommends useful behavioral finance readings. Their conversation further examines market dynamics, the equity risk premium, and the historical inflation protection provided by stocks, contrasting their performance with bond yields.
Jeremy discusses:
His journey to becoming the Global Chief Investment Officer at WisdomTree Asset ManagementImportance of behavioral finance in investment strategiesThe value of academic research and expert insights in crafting robust portfolios and advising clientsAI’s impact on the investment industrySignificance of Warren Buffett's investment philosophy and the 20 punch card ruleSome recommended readings for behavioral financeAnd moreResources:
Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client RelationshipsJulie Ragatz, Ph.D.: Behavioral Finance Theory & Decision MakingDaniel Crosby, Ph.D.: Money’s Role in The Meaning of LifeMary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client RelationshipsStocks for the Long RunFuture for InvestorsBehind the Markets PodcastConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Jeremy Schwartz:
WisdomTree Asset ManagementLinkedIn: Jeremy SchwartzAbout our Guest:
Jeremy Schwartz has been the Global Chief Investment Officer at WisdomTree Asset Management since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indices, quantitative active strategies, and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.
Send us your questions, we’d love to hear from you! Email us at [email protected].
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How can advisors create a positive emotional experience with finances and financial planning for their clients?
This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial Behavior Keynote Group, joins our host, Ana Trujillo Limón, Director, Coaching and Advisor Content, to explore behavioral finance in client-advisor relationships.
Dr. Carlson underscores the importance of listening, creating positive emotional experiences, and understanding the influence of early money memories. She advocates for solution-focused approaches, and the use of silence and emotional intelligence to better engage clients, especially women. Their conversation also covers the parallels between public speaking and client interactions, and the critical role of human connection in financial advising. Dr. Carlson also discusses research from her dissertation on soldiers' financial behaviors pre- and post-deployment, emphasizing the value of emotional intelligence in financial decision-making and client retention.
Mary discusses:
How she fell in love with personal financeThe Financial Behavior Keynote GroupHow her first money memories with the church and her father have shaped her relationship with moneyHow advisors can use their clients’ money memories in their financial planningHow applying behavioral finance frameworks can help clients feel valuedWhy advisors need to get comfortable with silence and stop trying to fill in the gapHow those in the finance industry should reframe their thinking about behavioral financeAnd moreResources:
Daniel Crosby, Ph.D.: Money’s Role in The Meaning of LifeReagan Cannon: The Courage to Lead: Practical Takeaways for WomenConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Mary Bell Carlson:
Financial Behavior Keynote GroupLinkedIn: Marry Bell CarlsonX (Twitter): @MaryBellConsultAbout our Guest:
Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade. From the bowels of the Pentagon to international audiences, Dr. Carlson has presented numerous financial seminars and worked on a variety of financial planning and education projects. After getting married and having her two daughters, she started Chief Financial Mom.com, a personal finance education platform to help busy moms. Currently, she also works as adjunct faculty for the financial planning programs at both the University of Georgia and Texas Tech University.
Send us your questions, we’d love to hear from you! Email us at [email protected].
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Welcome to the third episode of Framework’s special behavioral finance series.
In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions, for a glimpse into his experience with the behavioral finance industry and a discussion about the intersection of money and meaning. Dr. Crosby shares his journey from clinical psychology to finance, introducing the "three Bs" of a meaningful life and the four common behavioral errors in finance. He also talks about his upcoming book "The Soul of Wealth" and the importance of communication about finances in relationships, offering information about navigating these complex issues for advisors and clients.
Daniel discusses:
His journey into the psychological side of the financial industryThe role money plays in the meaning of lifeThe four most common behavioral errors: ego, emotion, attention, and conservatismHow advisors can use behavioral finance as a mirror on their own behavior and practice what they preach to clientsBalancing monetary wealth and soulful wealthSome of the challenges couples face when discussing moneyBehavioral finance training and certification programs recommended for advisorsWhat advisors need to reframe their thinking about when it comes to behavioral financeAnd moreResources:
The Behavioral Investor by Dr. Daniel CrosbyThe Soul of Wealth: 50 Reflections on Money and Meaning by Dr. Daniel CrosbyMan's Search for Meaning by Viktor FranklThe Creative Act by Rick RubinOrion’s BeFi20 Assessment ToolOrion Advisor AcademyConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Daniel Crosby:
Orion Behavioral FinanceLinkedIn: Daniel CrosbyAbout our Guest:
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.
Send us your questions, we’d love to hear from you! Email us at [email protected].
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How can firm owners use behavioral finance theory to make better business decisions?
Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., Vice President, NextGen and Advisor Development Programs at Carson Group, about the practical applications of behavioral finance theory in business and recruitment. They challenge the notion of rational choice theory, emphasizing the subjective nature of human decision-making.
Dr. Ragatz underscores the importance of recognizing individual motivations and the pitfalls of a one-size-fits-all approach in hiring. She advocates for after-action reports to understand decision-making processes and reframes biases as natural, suggesting that behavioral finance can guide the human mind.
Julie discusses:
Her role at Carson as the VP of Next GenApplication of behavioral finance theory in business decisionsThe relevance of the sunk cost fallacy in decision-makingConfirmation bias and belief persistenceRegaining decision-making confidenceImplementing behavioral finance theory to improve recruitmentHow you can start implementing behavioral finance theory in your practiceAnd moreResources:
Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money DynamicsJulie Ragatz & Mary Kate Gulick: Women In Financial ServicesJulie Ragatz & Kellan Brown: Growing Through MentorshipStandard Deviations: Dr. Julie Ragatz - Empathy and the History of Behavioral EconomicsCarson 2023 State of Women in Wealth Management ReportConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónLinkedIn: Odaro AisueniConnect 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.
Send us your questions, we’d love to hear from you! Email us at [email protected].
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When told to rework their financial plan by following the PERMA-V framework, 70% of people changed one of their top three goals.
This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Samantha Lamas, Senior Behavioral Researcher at Morningstar, about the importance of aligning financial advice with clients' life values. They explore a three-step process for identifying true financial goals, emphasizing the need to connect these goals to deeper motivations using the "PERMA-V framework" from positive psychology. Samantha highlights the benefits of this approach, such as providing a consistent guide for decision-making and the flexibility to adapt to life changes. She also stresses the human aspect of financial decisions and the usefulness of tools and checklists in simplifying these decisions.
Samantha's key message is that financial planning should be holistic and align with personal values to make money decisions more meaningful and manageable.
Samantha discusses:
Her first money memory involves a love for booksHow she became a behavioral researcherWhy investors are disengaging from their financial advisorsHow advisors can recognize and address the issues causing clients to disengageThe top 5 reasons why people fire their advisorCommunication and relationship-building resources for advisorsHow to help clients who don’t know their true financial goalsUtilizing the PERMA-V framework in financial planningAnd moreResources:
Morningstar: Faux Pas For Financial Advisors to AvoidLarry SprungConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónLinkedIn: Odaro AisueniConnect with Samantha Lamas:
MorningstarLinkedIn: Samantha LamasX (Twitter): @SamanthaLamas4About our Guest:
Samantha Lamas is a senior behavioral researcher at Morningstar who is focused on driving financial engagement among everyday people.
Send us your questions, we’d love to hear from you! Email us at [email protected].
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Creating content can seem daunting, even for industry experts like yourself.
But whether you’re preparing for a speaking event, writing a blog post, or recording your first podcast episode, what you have to share matters more than how you deliver it.
In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Tamsen Butler, Senior Marketing Copywriter at Carson Group, about Tamsen’s journey as a writer and TEDx speaker. Together, they explore the TEDx talk preparation, the role of original content, and the benefits of engaging with audiences through writing and video. Tamsen emphasizes the importance of subtitles for accessibility and SEO and advises creatives to embrace rejection and address client queries in their content. The conversation also covers influential industry figures, with a recommendation to follow Larry Sprung, and the value of Stephen King's "On Writing" for writers.
Tamsen discusses:
Her writing career and the importance of creating original contentAdvice for nervous writersHer job at Carson and the resources they have for new members of their ecosystemWhy writers need to make sure they give credit where credit is dueHer experience as a TEDx speaker and how to prepare for a TEDx talkImportant lessons from her speaker coachThe impact of writing blog posts, articles, and speaking events on building credibility and trustEffectiveness of video content in engaging audiences and the impact of closed captionsImportance of subtitles for ADA compliance and search engine optimizationHer writing process and the importance of considering the reader's perspectiveAnd moreResources:
The Complete Guide to Personal Finance: For Teenagers by Tamsen ButlerPersonal Finance for Teenagers and College Students by Tamsen ButlerSkirting the Edge of Authenticity | Tamsen Butler | TEDxOmahaLarry SprungOn Writing - Stephen KingConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Tamsen Butler:
Carson Group LLCLinkedIn: Tamsen ButlerTwitter: @TamsenButlerAbout our Guest:
Tamsen Butler, Senior Marketing Copywriter at Carson, is an award-winning author, marketing copywriter, TEDx speaker, fitness professional, military veteran, Oxford comma enthusiast, and personal finance writer.
Send us your questions, we’d love to hear from you! Email us at [email protected].
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Are you looking to learn about effective consumer marketing in the financial industry?
Today, we look behind the scenes with Ana Trujillo Limón, Director, Coaching and Advisor Content, and Minna Shada, Senior Vice President of Consumer Marketing. Minna talks about her marketing journey since 2013, her pivotal role in partner office marketing, and the innovative evolution of Carson's marketing strategies. From her earliest money memory to her unexpected career path, Minna divulges the key to building a successful marketing foundation, embracing digital trends, and staying authentic. She also shares invaluable tips, busts common myths, and stresses the importance of a solid marketing plan.
Minna discusses:
Her first money memory of childhood savings for collegeHer journey into marketing and why she stuck with it for her whole careerHer background and role as Senior Vice President of Consumer Marketing at CarsonHow Carson’s marketing offerings and support for partners have evolvedRecommended available resources for advisors to learn about marketing strategiesChoosing the right marketing strategies for advisors’ different needsBeing wary of the shoulds of marketingSome of the top marketing strategies she’s seen advisors use to scale their businessWhy advisors need to be authentic with their marketingThe most important lessons she learned in her careerAdvice for advisors on being intentional and patient with marketing strategiesAnd moreResources:
HubspotAlana Macy and Amy Noel: Building a Successful Firm“I’m not skinny yet” memeConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Minna Shada:
Carson Group LLCLinkedIn: Minna ShadaAbout our Guest:
As Vice President, Consumer Marketing, Minna is passionate about sharing information with investors to help them make important decisions about finding the right advisor and pursuing their financial dreams. In a profession cluttered with financial jargon and acronyms, Minna enjoys developing marketing campaigns for investors of every stage – from those just getting started to the investment savvy. She focuses on enhancing the client experience by helping investors find the information they seek.
Send us your questions, we’d love to hear from you! Email us at [email protected].
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Elevate your financial advisory practice with strategic marketing – it's not just about attracting new clients, but about showcasing your knowledge, amplifying your visibility, and positioning yourself as a trusted advisor, building credibility.
Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, ring in the new year with Kalli Fedusenko, founder of Kalli Collective, with a conversation about marketing strategies for financial advisors. They discuss the critical role of analytics in marketing strategies, advising on the best metrics to track for success. Kalli shares information for advisors on a budget, suggesting a focus on a few platforms and quality content. Kalli emphasizes the importance of personal connection in content creation, the power of learning from mistakes in business, and using existing knowledge to create compelling content.
Kalli discusses:
Her journey into marketing for financial advisorsThe importance of being active and open to change in marketingUse of AI in marketing and where it could be in the next 10 yearsWhat should be implemented to improve AI for marketingPersonalizing content and building relationships with clientsThe benefits of hiring professional help when it comes to marketing for financial advisorsVideo as a rising trend in marketing and the live-streaming tools she usesWhat metrics advisors should focus on when starting their marketing journeyHow to choose the right marketing partner for youAnd moreResources:
ChatGPTRestreamConnect with Ana Trujillo Limón & Odaro Aisueni:
Carson Group LLCLinkedIn: Ana Trujillo LimónLinkedIn: Odaro AisueniConnect with Kalli Fedusenko:
Kalli CollectiveLinkedIn: Kalli FedusenkoX (Twitter): @[email protected]: 931-774-0090About our Guest:
Kalli Fedusenko is the founder and director of Kalli Collective. Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA, and being formerly licensed with the series 7 & 63 provides Kalli an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.
Send us your questions, we’d love to hear from you! Email us at [email protected].
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Artificial intelligence is revolutionizing financial advisory. How will AI impact investors' portfolios?
This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Peter Lazaroff, Chief Investment Officer at Plancorp, LLC, about the impact of AI on financial planning, and the importance of diversification in investment portfolios.
Peter highlights the potential of AI in automating tasks and providing information but emphasizes its limitations in understanding underlying issues. He also shares his views on the evolution of the financial planning industry and the increasing demand for professionals who can interact effectively with AI platforms. The conversation also covers the potential wealth inequalities that may arise in the future and the importance of personal branding for financial advisors.
Peter discusses:
His first money memory and his parents' approach to teaching him about moneyHis first big purchase and his son's interest in his old baseball card collectionHow AI can impact investors' portfolios and the role of advisorsThe evolution of the financial planning industry and the importance of soft skills for advisorsWhy soft skills are important for financial advisors in the evolution of the industryPotential benefits of AI in automating tasks and the need for high-quality informationThe importance of diversification in investment portfoliosStrategies for handling concentrated stock holdings for tech employeesAnd moreResources:
The Long-Term InvestorMaking Money SimpleConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Peter Lazaroff:
Plancorp, LLCPeter LazaroffLinkedIn: Peter LazaroffTwitter: @PeterLazaroffYouTube: @plazaroffAbout our Guest:
Peter Lazaroff, CFA, CFP®, joined Plancorp in 2015 as Director of Investment Research. He became a shareholder of the firm in 2017 and Chief Investment Officer in 2020. As chair of the Investment Committee, Peter is responsible for overseeing the development, implementation, and communication of investment strategy. Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. While he spends most of his time developing and communicating our investment strategy, Peter also hosts a top-ranked podcast called The Long-Term Investor and is the author of Making Money Simple.
Send us your questions, we’d love to hear from you! Email us at [email protected].
Disclosure:
This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.
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Welcome back to another episode of Framework! This week, our focus is on empowering women in the financial industry with mentorship and community.
Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Bridget Grimes, Co-Founder of Equita Financial Network, about her career journey in launching her practice, Wealth Choice. Bridget shares her experiences in helping women with financial planning and investment management, and her initiatives to empower women in the financial industry through her other company, Equita Financial Network. Bridget also talks about the importance of community and mentorship and the challenges she faced in her career.
Bridget discusses:
How her first money memory from New Jersey and first big purchase from middle school made her understand the value of moneyHer journey into the financial planning professionHow she became involved with FPAHow she utilized her experiences in the food industry to create Equita Financial NetworkWhy she decided to bring her daughter into her firm after originally running it soloThe need for work-life balance and support for women in the financial planning industryWhy mentorship and a sense of community is essential in the industryWhy women in the industry should take the initiative to mentor new advisorsOvercoming the hurdles she faced when starting her own businessThe importance of sticking to your niche clienteleAnd moreResources:
Wealth ChoiceFPA’s Women & Finance Knowledge CircleConnect with Ana Trujillo Limón & Odaro Aisueni:
Carson Group LLCLinkedIn: Ana Trujillo LimónLinkedIn: Odaro AisueniConnect with Bridget Grimes:
Equita Financial NetworkLinkedIn: Bridget GrimesTwitter: @BVGrimesAbout our Guest:
When women are at a crossroads and challenged to make tough decisions, they need a community of support. Bridget Grimes became a CERTIFIED FINANCIAL PLANNER™ (CFP®), fiduciary advisor, educator, and speaker to make a difference in this regard.
In 2016, she founded WealthChoice, a fee-only (commission-free) financial planning firm focused on helping women executives and their families live life on their terms. Launching WealthChoice was the culmination of years of working with career women and helping them overcome challenges to financial security.
In 2018 Grimes co-founded with Katie Burke, CFP® Equita Financial Network, a powerful community for women-led financial planning firms, offering a proven platform that includes all the necessary resources to run a comprehensive financial planning firm including professional, outsourced investment management services.
Send us your questions, we’d love to hear from you! Email us at [email protected].
Disclosure:This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.
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We’re finishing our Home Equity 5-part series with one of the most important conversations – multigenerational conversations about home equity. They are crucial for retirement planning, so let’s talk about them.
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, about the importance of incorporating home equity into retirement planning. Dr. Craig emphasizes the need for open conversations about housing plans, the potential emotional attachment to homes, and the role of financial advisors in facilitating these discussions. He also explores the use of reverse mortgages and home sharing as retirement strategies with a hypothetical scenario highlighting the significance of home equity in financial planning and the potential consequences of neglecting this asset.Craig discusses:
Why incorporating home equity into financial planning is important and where advisors are facing hurdlesWhy some parents may feel reluctant to discuss financial worth with their childrenThe emotional attachment people have to their homes and its impact on how they see reverse mortgagesThe importance of having multigenerational conversations about the future of the property and housing plans in retirementThe role financial advisors have in facilitating these conversationsAlternatives to reverse mortgages, such as home-sharingThe significance of home equity as America's largest asset and cash outflowAnd moreResources:
The Golden GirlsIt’s Always Sunny in Philadelphia, Season 6 Episode 6, Mac’s Mom Burns Her House DownConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Craig Lemoine:
University of IllinoisLinkedIn: Craig LemoineX (Twitter): @HigherEdCraigAbout our Guest:
Craig Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement, and financial planning. Craig earned his Ph.D. from Texas Tech University in 2013 and currently holds the Certified Financial Planner ™ and Master Registered Financial Consultant™ designations. Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board, and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA.
Send us your questions, we’d love to hear from you! Email us at [email protected].
Disclosure:
This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.
This episode of Framework is purely educati -
How can financial advisors leverage home equity and reverse mortgages in financial planning?
Steve's role in educating financial advisors about using home equity in their financial planning processThe current state of the reverse mortgage space and its primary utilizationThe potential benefits of reverse mortgages for individuals with medium credit scoresChallenges in the proprietary reverse mortgage market and its focus on mass affluent and slightly fluent borrowersLoan amounts and lending limits in the reverse mortgage spaceThe lack of software programs incorporating home equity into financial planning analysisAnd more
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Steve Resch, Vice President of Retirement Strategies at Finance of America Reverse, about the use of home equity in financial planning, focusing on reverse mortgages. Steve shares his experience in the field, the current state of the reverse mortgage space, and the challenges in the proprietary reverse mortgage market. He also discusses the potential for tech providers to develop software programs that can effectively incorporate home equity into financial planning analysis.
Steve and Craig discuss:Resources:
Finance of America Reverse: Reverse Mortgage IllustratorConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Steve Resch:
Finance of America ReverseLinkedIn: Steve ReschConnect with Craig Lemoine:
University of IllinoisLinkedIn: Craig LemoineX (Twitter): @HigherEdCraigAbout our Guests:
As Vice President of Retirement Strategies at Finance of America Reverse, Stephen Resch leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan. He is also the designer of The Reverse Illustrator, our proprietary software program that graphically displays the features and flexibility of a reverse mortgage over a 30-year term. Steve’s career in financial services spans over 30 years, first as a fixed-income analyst on Wall Street, and for the past 25 years as a partner in a wealth management firm. His practice is focused on effective retirement income strategies and will often include a reverse mortgage to manage cash flow, income tax, market performance, and other considerations to help enhance an effective retirement income distribution plan. Steve is a subject expert source, interviewed by numerous media outlets including Nasdaq Trade Talks, Yahoo Finance, and Barrons, among others, and is a frequent speaker at both national and regional professional conferences.
Send us your questions, we’d love to hear from you! Email us at [email protected].
Disclosure:
This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.
This episode of the Framework podcast is purely educational. No products or services will be recommended or offered for sale. -
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, to interview Dr. Barry Sacks, J.D., Ph.D., Principal at Law Office of Barry H. Sacks, about his research on retirement income and housing wealth. Dr. Sacks talks about the importance of home equity in retirement planning and the use of reverse mortgages to mitigate adverse investment returns. He also discusses his 2021 paper on the risk side of retirement planning and the concept of risk of cash flow exhaustion. In addition, Dr. Barry covers the regulatory landscape of reverse mortgages, addresses the challenges faced by financial planners, and discusses the complexities of dividing assets in divorce and the potential benefits of reverse mortgages.
Dr. Barry Sacks' research on using reverse mortgages and home equity lines of credit in retirement planningWhy it’s important to consider home equity as a crucial asset in retirement planningHow incorporating home equity into retirement planning can increase safe withdrawal percentagesWhat the risk of cash flow exhaustion concept in retirement planning isSome of the challenges financial advisors face when they talk about reverse mortgagesHow reverse mortgages can be used in divorce situations to preserve retirement incomeAnd more
Barry and Craig discuss:Resources:
Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income by Barry H. Sacks, J.D., Ph.D., and Stephen R. Sacks, Ph.D.To Reduce the Risk of Retirement Portfolio Exhaustion, Include Home Equity as a Non-Correlated Asset in the Portfolio by Philip Walker; Barry H. Sacks, Ph.D., J.D.; and Stephen R. Sacks, Ph.D.Connect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Barry Sacks:
LinkedIn: Barry SacksConnect with Craig Lemoine:
LinkedIn: Craig LemoineX (Twitter): @HigherEdCraigAbout our Guests:
Meet Barry H. Sacks, J.D., Ph.D., Reverse Mortgage Retirement Portfolio Longevity expert. Barry Sacks, Ph.D. earned his Ph.D. in semiconductor physics from M.I.T. and then taught at U.C. Berkeley. He earned a J.D. from Harvard Law School and is a Certified Specialist, Taxation Law, from the California Board of Legal Specialization. Barry now has a law practice providing special services to tax professionals in the area of “Offers in Compromise” for retirees living on 401(k) accounts or other securities portfolios.Send us your questions, we’d love to hear from you! Email us at [email protected].
Disclosure:
This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.
This episode of the Framework podcast is purely educational. No products or services will be recommended or offered for sale. The opinions voiced in the Framework podcast are for general information only and are -
How can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the potential of home equity with reverse mortgages.
How they both became involved with home equity and retirement incomeWhen is an ideal time to consider a reverse mortgageThe challenge points and negative perceptions around home equity and reverse mortgagesThe behavioral finance perspective on emotional attachment to housing wealthDr. Pfau’s research on housing wealth and the lack of pushback on his research on reverse mortgagesThe misconceptions that some advisors have about reverse mortgagesHow advisors can talk to their clients about reverse mortgagesWhat areas advisors need to improve on related to home equity and reverse mortgagesAnd more
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, to speak with Dr. Wade Pfau, Founder of Retirement Researcher and RISA Profile, about the intersection of home equity and retirement income planning. They explore the potential benefits of reverse mortgages and the common misconceptions surrounding them. The conversation also touches on the emotional attachment people have to their homes and how this can impact their willingness to consider home equity in their retirement planning. Wade and Craig highlight the importance of understanding clients’ needs and goals and the need for continued research and education in the field.
Wade and Craig discuss:Resources:
Framework | E134 | Dr. Wade Pfau: Retirement Planning in a Changing WorldReverse Mortgages by Wade PfauConnect with Ana Trujillo Limón:
Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Wade Pfau:
Retirement ResearcherRISA ProfileLinkedIn: Wade PfauConnect with Craig Lemoine:
LinkedIn: Craig LemoineX (Twitter): @HigherEdCraigAbout our Guests:
Wade D. Pfau, Ph.D., CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management. He also serves as a Research Fellow with the Alliance for Lifetime Income and Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional® (RICP®) designation program.
Send us your questions, we’d love to hear from you! Email us at [email protected].
Disclosure:
This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.
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