Melhores podcasts sobre Limon (2024)

1
Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA 26:40

11d ago26:40

26:40

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 fi…

1
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC 32:29

26d ago32:29

32:29

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 prese…

1
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA 33:03

1M ago33:03

33:03

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 an…

1
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS® 30:38

2M ago30:38

30:38

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 …

1
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa 38:40

2M ago38:40

38:40

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…

1
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients 21:30

3M ago21:30

21:30

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 & …

1
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning 38:40

4M ago38:40

38:40

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 a…

1
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients 27:12

4M ago27:12

27:12

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…

1
Greg Opitz: Client Communication Strategies for Election Years 32:59

5M ago32:59

32:59

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 …

1
Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services 37:42

5M ago37:42

37:42

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 Serv…

1
Samantha Allen: How AI is Transforming Digital Marketing 25:18

6M ago25:18

25:18

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…

1
Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in Investment 34:33

6M ago34:33

34:33

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 …

1
Jake Bleicher, CFA: Carson's Women's CEO Fund 24:42

6M ago24:42

24:42

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 finan…

1
Greg Opitz: EQ in Financial Planning 24:46

7M ago24:46

24:46

How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly impact your success as a financial advisor and enrich your personal life. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks…

1
Dr. Ana María López Caldwell: Empower Your Career with Authenticity 32:34

8M ago32:34

32:34

Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and Coach, about the pivotal role of authenticity, inclusion, and executive business coaching. They explore firsthand accounts of navig…

1
Jessica Flynn: Attracting & Retaining Next-Gen Talent 34:58

8M ago34:58

34:58

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 …

1
Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z 37:36

9M ago37:36

37:36

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 Clien…

1
Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women's Financial Challenges 30:11

9M ago30:11

30:11

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…

1
Kamila Elliott, CFP® : Supporting Underrepresented Talent 51:58

9M ago51:58

51:58

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 …

1
Sheryl Hickerson: Breaking Barriers in Finance 52:11

9M ago52:11

52:11

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…

1
Julie Ragatz, Ph.D.: Empowering Women in Wealth Management 45:07

10M ago45:07

45:07

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 Developmen…

1
Jeremy Schwartz: Behavioral Finance and Investing 24:24

10M ago24:24

24:24

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, inf…

1
Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships 31:42

10M ago31:42

31:42

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 relat…

1
Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life 30:46

10M ago30:46

30:46

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 intersec…

1
Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making 28:02

11M ago28:02

28:02

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 …

1
Samantha Lamas: Understanding and Improving Advisor-Client Relationships 32:12

11M ago32:12

32:12

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' …

1
Tamsen Butler: Crafting Compelling Stories 26:30

11M ago26:30

26:30

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 But…

1
Minna Shada: Consumer Marketing for Advisors 33:53

11M ago33:53

33:53

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 t…

1
Kalli Fedusenko: Financial Advisor Marketing 28:58

12M ago28:58

28:58

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, Wealt…

1
Carnavalsspecial: de uitdagingen van ouders 24:51

1y ago24:51

24:51

In deze special van 'Na de Limonade' praat journalist en podcastmaker Maarten Dallinga met vier ouders van pubers over alcohol in relatie tot carnaval. Voor welke uitdagingen kom je als ouder te staan en hoe ga je hier mee om? Ook krijg je tips van Ninette van Hasselt, Programmahoofd alcohol- en drugspreventie bij het Trimbos-instituut. Voor achter…

1
Peter Lazaroff: Embracing Artificial Intelligence 31:57

1y ago31:57

31:57

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 im…

1
Bridget Grimes: Mentorship, Community & Empowering Women in Finance 33:50

1y ago33:50

33:50

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…

1
Carson’s Home Equity 5-Part Series with Guest Craig Lemoine, CFP®, Ph.D., MRFC 35:32

1y ago35:32

35:32

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, spea…

1
Carson’s Home Equity 5-Part Series with Guests Steve Resch & Craig Lemoine, CFP®, Ph.D., MRFC 30:21

1y ago30:21

30:21

How can financial advisors leverage home equity and reverse mortgages in financial planning? 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 Re…

1
Carson’s Home Equity 5-Part Series with Guests Barry Sacks, J.D., Ph.D., & Craig Lemoine, CFP®, Ph.D., MRFC 33:42

1y ago33:42

33:42

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 a…

1
Carson’s Home Equity 5-Part Series with Guests Wade Pfau, Ph.D., CFA, RICP® & Craig Lemoine, CFP®, Ph.D., MRFC 34:12

1y ago34:12

34:12

How can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the potential of home equity with reverse mortgages. 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…

1
Carson’s Home Equity 5-Part Series with Guests Shelley Giordano & Craig Lemoine, CFP®, Ph.D., MRFC 38:43

1y ago38:43

38:43

Welcome to the first of a 5-part series on Framework to provide some color around home equity and retirement income planning. 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 …

1
Jimmy Yeary: The Impact of Authenticity and Vulnerability in Storytelling, Music, and Beyond 36:08

1y ago36:08

36:08

Storytelling is the all powerful tool for communication, persuasion, and inspiration. It is a tried and true way of expressing our authentic selves and connecting with others on a deeper level. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Jimmy Yeary…

1
Anousheh Ansari: Hope, Curiosity & Taking Moonshots 34:00

1y ago34:00

34:00

What do you think the future will look like? Embark on a cosmic journey with us where hope, curiosity, and daring moonshots shape a future of collaboration and exploration. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Anousheh Ansari, Astronaut, Tech…

1
Dr. Sahar Yousef and Lucas Miller: How To Be Superhuman 44:47

1y ago44:47

44:47

How can we become superhuman and optimize our productivity? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Dr. Sahar Yousef, Cognitive Neuroscientist and Faculty at UC Berkeley, and Lucas Miller, MBA Faculty, Author, and Productivity Researcher at UC B…

1
Sam Ushio: Finding Your Ikigai 38:02

1y ago38:02

38:02

What is the true meaning of ikigai and how can it enhance your life? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Sam Ushio, Founder and Chief Ikigai Officer at Connect3x, about the Japanese concept of ikigai, or "reason for being", and its relevance…

1
Elaine King: Empowering Financial Futures 42:44

1y ago42:44

42:44

In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, sit down with Elaine King, Founder and CEO of Family and Money Matters Institute™. Elaine King's journey unfolds as she shares the story of founding her own firm and the deep significance behind the awards she's rece…

1
Steven M. Rothstein: The Impact of Climate Risks on Finance 32:50

1y ago32:50

32:50

Why is considering climate risk crucial in financial decision-making? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, is joined by guest co-host, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement to speak with Steven M. Rothstein, Managing Director, Accelerator at Ceres, Inc., about the importance of considering …

1
Angie Herbers: Identifying Trends in the Financial Advisory Industry 42:40

1y ago42:40

42:40

Casting a spotlight on the significance of pattern recognition, it allows us to discern underlying trends within the complex landscape of the financial advisory industry, helping us make informed decisions and adapt to changing circumstances. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coa…

1
Migrantes 25:16

1y ago25:16

25:16

En este épi hablamos de la mara que se tiene que ir a otro lado por falta de oportunidades en su país de origen

1
SPECIAL EPISODE! Previewing Excell Represent 7:38

1y ago7:38

7:38

SPECIAL EPISODE: Previewing Excell Represent, a premium community-building event for women in the wealth management industry. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson Group's Kelsey Ruwe, Chief Human Resources Officer, about the upcoming Excell Represent conference in Orlando, Florida. They dis…

1
Carl Richards: Prioritizing Problems Over Solutions 43:15

1y ago43:15

43:15

Curiosity and prioritizing clients’ problems is an essential skill in financial advising. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carl Richards, Founder of The Society of Advice, about why it’s important for advisors to understand that their clients' priority is their problem, not the advisor’s solut…

1
Aflevering 5: belangrijkste leerpunten 12:46

1y ago12:46

12:46

In deze slotaflevering vertellen ouders over hun belangrijkste lessen en geeft Ninette van Hasselt (hoofd van het programma alcohol- en drugspreventie bij het Trimbos-instituut) nog een aantal praktische tips. Voor achtergrondinfo: www.helderopvoeden.nl, reacties: helderopvoeden@trimbos.nl. Montage-assistentie: Esmée Koeleman.…

1
Robyn Crane, CFP®: An Unconventional Path to Financial Coaching 40:51

1y ago40:51

40:51

The journey from artist to financial advisor may seem like an unconventional path. However, it's often these unique life trajectories that bring fresh perspectives to the world of financial advisory. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Robyn…

1
Aflevering 4: invloed van leeftijdsgenoten 21:07

1y ago21:07

21:07

Wat doe je als leeftijdsgenoten van je puberkind negatieve invloed op hem of haar hebben? Of als je daar bang voor bent? Maarten Dallinga interviewt ouders en Ninette van Hasselt (hoofd van het programma alcohol- en drugspreventie bij het Trimbos-instituut). Voor achtergrondinfo: www.helderopvoeden.nl, reacties: helderopvoeden@trimbos.nl. Montage-a…

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