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

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 …

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 …

Kamila Elliott, CFP® : Supporting Underrepresented Talent

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 …

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 …

Jeremy Schwartz: Behavioral Finance and Investing

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 …

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

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 …

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

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 …

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

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 …

Samantha Lamas: ​​Understanding and Improving Advisor-Client Relationships

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 …

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