Is This Really Happening?
Market chaos and travel nightmares might seem unrelated, but they both reveal deeper systemic issues and opportunities. How do travel disruptions reflect broader economic vulnerabilities? What historical parallels can we draw to understand current market trends? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at …
Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services
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 Services and Chet …
Inflation is Last Year’s Problem
Inflation is no longer the primary concern for investors, as market dynamics begin to shift and new opportunities arise. How do recent inflation trends impact market behavior? What are the implications of the recent rally in small caps, and how do geopolitical events influence market reactions? In this episode, Ryan Detrick, Chief Market Strategist at …
Business Management
Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services
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 Services and Chet …
Samantha Allen: How AI is Transforming Digital Marketing
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 shares her unique journey from advertising …
Empowering Women in Wealth and Unpacking the Trends in Investment with Jessica Golson & Erin Wood
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 dynamics of trends …
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
Effective advisor marketing in the digital age requires a strategy that fits your firm.
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
An accessible, user-friendly tech stack is crucial to delivering the best client experience.
Investments
Is This Really Happening?
Market chaos and travel nightmares might seem unrelated, but they both reveal deeper systemic issues and opportunities. How do travel disruptions reflect broader economic vulnerabilities? What historical parallels can we draw to understand current market trends? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at …
Inflation is Last Year’s Problem
Inflation is no longer the primary concern for investors, as market dynamics begin to shift and new opportunities arise. How do recent inflation trends impact market behavior? What are the implications of the recent rally in small caps, and how do geopolitical events influence market reactions? In this episode, Ryan Detrick, Chief Market Strategist at …
Here’s Our Midyear Outlook
Carson’s midyear outlook “Eyes on The Prize” is out now! How do you balance immediate market reactions with overarching economic indicators? What strategies can help investors stay focused amidst market noise? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into their …
Midyear Outlook 2024: Eyes on the Prize
The economy is off to a strong start in 2024, with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. Will it stay that way?
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
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
Learn how to choose a successor and find the true value of your firm.
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