Insights Business Management

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 …

Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want to work with others like you. And West notes that he likes working with small business owners for many reasons, the first being that they are …

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 …

When it comes to prospecting for new clients, many financial advisors are drawn to the flashiest new ideas to help them grow their business, whether that’s sending personalized video messages to prospects or hoping to go viral by trying out the latest TikTok trend. But some of the most successful advisors I’ve worked with have …

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 …

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. No matter your role at your firm or what stage you’re at in your career, Excell has something for you. And Excell wouldn’t be what it is without the support of our sponsors. Here are the sponsors for this year’s …

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, …

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. And our breakout sessions will dive into several topics critical to your firm’s growth. No matter your role at your firm or what stage you’re at in your career, Excell has something for you. Here’s a look at the breakout …