Articles authored by Ana Trujillo Limon

Join Carson’s Editorial Director Ana Trujillo Limon as she interviews Alana Macy, Wealth Advisor, Bloom Wealth Advisors, about her journey into the industry, how she has built her name through media interviews and local events, and her advice to other women entering the industry.

Is your client experience helping you grow—or driving business away? Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how firms could transform relationships and drive profitability in …

Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, team up in this episode to reveal how delegation and AI could transform the way advisors approach their work. Rather than simply assigning tasks, Ana and …

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 …

Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant Professor at The Wharton School, joins Ana Trujillo Limón, Director, Editorial, to reveal the surprising factors behind client resistance and how financial advisors can use these …

Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and what brought her to Carson. Topics of Discussion: Quick overview of Lisa’s background and journey to Carson Dive into what her role is here at Carson …

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 practice, Wealth Choice. …

Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights. In this episode, Ana Trujillo Limón, Director, Editorial, speaks with Andres Mazabel, Head of Advisor Sales at Trust & Will, about the …

Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population. In this episode, Ana Trujillo Limón, Director, Editorial, dives into this month’s topic, estate planning and longevity planning, with Keena Pettijohn, CEO and …

On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoiding money talk with a client is an impossibility, it’s still a good idea to keep religion and politics out of the conversation. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Megan Belt, …