Ana Trujillo Limon
Flip the Script: How Sponsors Can Increase Representation of Women in Wealth Management
In her more than two decades in the financial services industry, Clara Sierra hasn’t had many sponsors. “I’ve had many, many, many mentors,” said Sierra, who is a senior director at Moody’s Analytics. “But I would say I have only had two sponsors.” As a woman and as an Afro-Latina, sponsors are few and far …
Ana Trujillo Limon
April 30, 2025
The Sum of Five: The Levels of Building Your Mentor Network
Motivational speaker Jim Rohn is famously quoted as saying: “You are the average of the five people you spend the most time with.” Take a moment and jot down the names of the five people you spend the most time with. Are they people you aspire to be like? Do they have the characteristics you …
Ana Trujillo Limon
April 28, 2025
Doing the Work of a Powerhouse: The Way Forward for Women in Financial Services According to Lazetta Rainey Braxton
You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power goes out, it can be a very daunting feeling,” said Lazetta Rainey Braxton, MBA, CFP, CEO and President of The Real Wealth Coterie, at her Excell …
Ana Trujillo Limon
March 29, 2025
Culture is Queen: The Case of the Queen Bees, Bros and Old Boys
We still haven’t solved the puzzle of building inclusive cultures. But when organizations are able to develop inclusive cultures where women can thrive, they can be more influential and differentiate themselves in the industry. Our 2023 State of Women in Wealth Management research gave us insight into why culture is so important to women in …
Ana Trujillo Limon
March 27, 2025
From the Mailroom to the Corner Office: 5 Lessons from Franklin Templeton’s Jenny Johnson to Enrich Financial Services
Once, Franklin Templeton CEO Jenny Johnson’s CEO update to the board of directors included a slide depicting where Johnson thought the business was going and leading indicators for what next year might look like. After she finished her report, one board member said, “That was a great slide that Matt presented.” Here Johnson was, the …
Ana Trujillo Limon
January 20, 2025
‘A Problem that Calls Out to Be Solved’: Why We Should Focus on Eliminating Barriers for Women in Wealth Management
Back in the days when Carson’s Dr. Julie Ragatz, VP, Advisor Growth Strategy, was working alongside Kristi Rodriguez at Nationwide, she did research on the perceptions students at HBCUs and Black advisors had about working in the financial services industry. That research sparked a passion in her, and she found that there was a need …
Ana Trujillo Limon
January 18, 2025
7 Key Findings from the 2023 State of Women in Wealth Management Report
This year marked our second State of Women in Wealth Management study. While we initially wanted to do a benchmarking study to track the sentiment of women in wealth management, recruitment and barriers, this year we decided to explore more aspects of the persistent problem of the underrepresentation of women in our industry. We know …
Ana Trujillo Limon
November 28, 2023