Insights Business Management

At certain junctures in our personal or professional lives, it’s common to experience a sense of being stuck. For most people, the reason they feel stuck is because they don’t see the next step forward. In this episode, Ana Trujillo Limón, Director, Coaching, and Advisor Content, speaks with J.J. Peller, Author, Speaker, and Executive Business …

Excell has a new home in 2023, and with it comes the opportunity to explore a new city. Excell falls in the middle of the week – Tuesday to Thursday – so why not stretch out your stay in Nashville and make a vacation out of it? There’s plenty to do before, during and after …

Transitioning business to the next generation can seem like an uphill battle, but reframing the transition makes stepping away and giving the next generation the room they need to grow, easier. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Executive Business Coach, …

The process for creating relevant, workable career growth paths that bear fruit and create an engaged, experienced culture of next-generation leaders need not be a daunting task to owners or future key firm players. It happens when firm owners and next-gen employees work well together, have open communication and set the expectation that growing into …

While remote work has been a great luxury for many, it comes with some unintended biases and challenges with team building. Fortunately, coaching programs and assessments are available to assist advisors in overcoming these obstacles. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak …

Are you feeling overwhelmed and unproductive? Do you struggle to balance your work and personal life? It’s time to take control of your productivity and achieve your goals with ease! Luckily, we have just the expert to help you do so. In this episode, Barbara Kay, a business psychology and productivity coach, reminisces about her …

Get ready to uncover Aaron Schumm’s unique insights on retirement planning, problem-solving and industry challenges that will make you rethink retirement planning. In this episode, Jamie Hopkins and Ana Trujillo Limón speak with Aaron Schumm about his journey from aspiring stockbroker to CEO and founder of Vestwell. They delve into why Aaron asks candidates about …

 In this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie Hopkins are joined by Dr. Kristy Archuleta, one of the founders of the financial therapy disciplines, to discuss the importance of integrating financial psychology into the financial planning process. Dr. Archuleta emphasizes the need to empower clients and engage them in …

Advisors are turning to the Hybrid RIA business model more rapidly than any other in financial services. Why? You’re in search of freedom. But there’s a problem. In search of freedom, you’ve put on too many hats. You’ve run yourself ragged trying to build and manage your tech stack, act as a chief compliance officer, …

In this episode of the Framework podcast, Jamie and Ana interview Nathan Astle, who shares his story of accidentally becoming a financial therapist and the importance of having deep conversations about money. Nathan works with the Financial Therapy Clinical Institute, which uses a collaborative treatment team approach to help people experience money differently. He is …

Whether you’re looking to take the next step in your career, run your business more efficiently or learn more about how Carson can help you grow your firm, Excell is the premier practice management conference for growth-focused financial advisors like you. You can find inspiration from our lineup of keynote speakers and Carson SMEs, insight …