ReFrame | Kellan Brown

By Carson Group, in collaboration with Laura LaTourette, CFP®, Managing Partner, Senior Wealth Advisor, Family Wealth Management Group The LGBTQ+ community in the U.S. represents a significant and growing economic force, with an estimated $1.4 trillion in annual purchasing power – making it one of the most financially influential demographics in the country. Yet despite …

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 …

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 …