Timeless Lessons with Professor Jeremy Siegel

It’s always a great time to talk with a key individual in the industry, and today we are excited to welcome back Professor Jeremy Siegel! In this special episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group sit down with Professor …

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

Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women’s CEO Fund. Jake shares his unique journey from pre-med to the financial …

How Worried Should We Be About a Slowing Economy?

As whispers of a slowing economy grow louder, investors strive for clarity. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the current economic signals and their implications for investors. They explore the recent stock market reactions to political events and delve …

Business Management

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

Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women’s CEO Fund. Jake shares his unique journey from pre-med to the financial …

Greg Opitz: EQ in Financial Planning

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 with Greg …

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

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 navigating challenges, leveraging personal experiences for growth, and the …

100 Tasks Every Advisor Should Delegate

100 Tasks Every Advisor Should Delegate

Find out what tasks you can hand off to free up your time and empower your team.

Marketing

Tamsen Butler: Crafting Compelling Stories

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 …

Minna Shada: Consumer Marketing for Advisors

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 …

Kalli Fedusenko: Financial Advisor Marketing

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 …

The Financial Advisor's Guide to Effective Marketing

The Financial Advisor's Guide to Effective Marketing

Effective advisor marketing in the digital age requires a strategy that fits your firm.

Staying on Top of SEC Marketing Rule Changes

Staying on Top of SEC Marketing Rule Changes

Learn how to stay in compliance with SEC rules when using client testimonials and reviews.

Technology

Peter Lazaroff: Embracing Artificial Intelligence

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.    …

Building a Top-of-the-Line Tech Stack

Building a Top-of-the-Line Tech Stack

An accessible, user-friendly tech stack is crucial to delivering the best client experience.

Investments

Timeless Lessons with Professor Jeremy Siegel

It’s always a great time to talk with a key individual in the industry, and today we are excited to welcome back Professor Jeremy Siegel! In this special episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group sit down with Professor …

How Worried Should We Be About a Slowing Economy?

As whispers of a slowing economy grow louder, investors strive for clarity. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the current economic signals and their implications for investors. They explore the recent stock market reactions to political events and delve …

Talking About Markets and Life with Jeremy Schwartz

Markets remain uncertain, but sitting down with top industry insiders can help clear the uncertainties. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, are joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Together they engage in a rich …

Questions to Consider During a Market Downturn

Questions to Consider During a Market Downturn

Prepare yourself, your clients and your team for the inevitable.

Financial Planning

Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women’s Financial Challenges

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 …

Sheryl Hickerson: Breaking Barriers in Finance

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 …

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

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 …

How SECURE 2.0 Act Shifts the Retirement Planning Landscape

How SECURE 2.0 Act Shifts the Retirement Planning Landscape

Stay on top of the shifting retirement planning picture.

M&A

Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions

What’s new in the mergers and acquisitions space? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, speaks with Gregg Johnson, National Sales Director, and Michael Belluomini, Vice President, Mergers and Acquisitions. Together, they explore the intricate world of mergers and acquisitions, sharing profound insights into the unmatched advantages of partnering with …

The Essentials of Succession Planning for Financial Advisors

The Essentials of Succession Planning for Financial Advisors

Learn how to choose a successor and find the true value of your firm.

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