Najlepsze podcasty z kategorii: Limón (2024)

1
Jessica Flynn: Attracting & Retaining Next-Gen Talent 35:33

20d ago35:33

35:33

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 38:11

1M ago38:11

38:11

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 30:46

1M ago30:46

30:46

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 52:33

2M ago52:33

52:33

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 52:45

2M ago52:45

52:45

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…

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Julie Ragatz, Ph.D.: Empowering Women in Wealth Management 45:41

2M ago45:41

45:41

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 24:59

2M ago24:59

24:59

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…

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Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships 32:16

2M ago32:16

32:16

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…

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Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life 31:21

3M ago31:21

31:21

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…

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

3M 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 32:47

3M ago32:47

32:47

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' …

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Tamsen Butler: Crafting Compelling Stories 27:04

3M ago27:04

27:04

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…

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Minna Shada: Consumer Marketing for Advisors 33:53

4M 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

4M 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

5M 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…

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Peter Lazaroff: Embracing Artificial Intelligence 32:31

5M ago32:31

32:31

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…

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Bridget Grimes: Mentorship, Community & Empowering Women in Finance 34:24

5M ago34:24

34:24

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…

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

5M 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…

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

5M 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 34:17

5M ago34:17

34:17

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

5M 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…

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Carson’s Home Equity 5-Part Series with Guests Shelley Giordano & Craig Lemoine, CFP®, Ph.D., MRFC 39:17

5M ago39:17

39:17

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 …

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

5M 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

6M 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 45:21

6M ago45:21

45:21

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

6M 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

6M 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…

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Steven M. Rothstein: The Impact of Climate Risks on Finance 33:24

6M ago33:24

33:24

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 …

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

7M 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

7M 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

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SPECIAL EPISODE! Previewing Excell Represent 7:38

7M 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 43:50

7M ago43:50

43:50

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…

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Aflevering 5: belangrijkste leerpunten 12:46

7M 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.…

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Robyn Crane, CFP®: An Unconventional Path to Financial Coaching 41:26

7M ago41:26

41:26

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…

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Aflevering 4: invloed van leeftijdsgenoten 21:07

7M 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…

1
El perdón y los padres 31:07

7M ago31:07

31:07

Hoy hablamos del perdón y las relaciones familiares entre anécdotas chistosas

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Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity 44:51

7M ago44:51

44:51

How has Dr. Terrence Martin's experience in financial planning influenced his research in financial education? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Terrance Kieron Martin Jr., Ph.D., MBA, Assistant Professor of Financial Planning at Winston-S…

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Aflevering 3: invloed van de volwassen omgeving 17:31

7M ago17:31

17:31

Hun ouders of verzorgers zijn pubers’ belangrijkste voorbeeld. Hoe geef je het goede voorbeeld? En hoe ga je om met andere ouders wanneer die anders denken over alcohol- en drugsgebruik dan jijzelf? Maarten Dallinga interviewt ouders en Ninette van Hasselt (hoofd van het programma alcohol- en drugspreventie bij het Trimbos-instituut). Voor achtergr…

1
Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning 42:50

8M ago42:50

42:50

Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University, and author, Miranda Reiter, Ph.D., CFP®. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with D…

1
Aflevering 2: in contact blijven 20:36

8M ago20:36

20:36

Wat kun je als ouder of verzorger het beste doen om goed contact te houden met je puberkind over alcohol- en drugsgebruik? 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…

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Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration 34:53

8M ago34:53

34:53

Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping our industry, market trends, and societal dynamics. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, spea…

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Aflevering 1: vrijheid geven vs. grenzen stellen 22:15

8M ago22:15

22:15

Hoeveel vrijheid geven ouders hun kinderen in de omgang met alcohol en andere drugs? En wat is verstandig? 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-assistentie: Es…

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Vanessa N. Martinez: Empowering Latinos In Finance Through Community 39:59

8M ago39:59

39:59

Building a sense of community within the financial services industry fosters an environment where advisors can embrace and learn from the unique perspectives and experiences of one another. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Vanessa N. Martinez, CEO and Co-Founder of Em-Powered Network, and Co-F…

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Martin Seay, Ph.D., CFP®: Connecting Students with the Financial Planning Industry 42:44

8M ago42:44

42:44

The world of financial planning has changed significantly, attracting a new generation of people who are beginning their journey along these paths. As this profession evolves, the coming together of academia and industry becomes more critical than ever. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Di…

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Trailer: Na de Limonade 1:18

8M ago1:18

1:18

In Na de Limonade praat journalist en podcastmaker Maarten Dallinga met groepjes ouders van puberkinderen over alcohol en andere drugs. Hoe gaan zij in de opvoeding met deze thema’s om? Ook deelt Ninette van Hasselt (hoofd van het programma alcohol- en drugspreventie bij het Trimbos-instituut) in iedere aflevering inzichten en tips. Achtergrondinfo…

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Chloé A. Moore: Empowering The Next Generation 33:51

9M ago33:51

33:51

Are unpaid internships holding back the next generation? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Chloé A. Moore, CFP®, a Financial Planner for Tech Professionals, the founder of Financial Staples, and co-founder of the BLX Internship Program. To…

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Mac Gardner: Financial Education, Networking & Fundraising 36:24

9M ago36:24

36:24

How important are networking and fundraising skills in the financial services industry? Today’s guest, Mac Gardner, CFP®, started Mu Nu Upsilon with those skills as his guiding principles. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Mac Gardner, …

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Julie Ragatz & Kellan Brown: Growing Through Mentorship 43:19

9M ago43:19

43:19

Who was your mentor who got you to where you are today? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs, and Kellan Brown, Chief Growth Officer at Income Lab, about the importance of mentorship in the financial services industry. The con…

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John Parsons, Abbey Henderson & Ty Bongiovanni: Giving Back To The Community 48:44

9M ago48:44

48:44

How has your firm given back to your community? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, engage in discussions with three exceptional individuals who have made a significant impact in their communities. Joining the conversation are John Parsons, Managing Pa…

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Brent Petty: Thriving in Retirement Planning 21:12

10M ago21:12

21:12

As financial advisors, it’s important to think about the impact you have not just financially and on your stakeholders, but on the community as a whole. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Brent Petty, President of Advisory Services at Northwest Capital Management, about how to build the framework of re…

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