Insights

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 …

 Latinos are still underrepresented in leadership roles, despite the fact that diversity and inclusion drive real progress in businesses. As financial leaders, how do we address this issue? In today’s episode, Ana talks with Joelle Martinez, President, and CEO of Latino Leadership Institute. For more than seven years, Joelle has been with LLI promoting …

In today’s episode of Framework, Jamie and Ana talk with Nzinga Shaw, Vice President for Human Resources at Edelman. Nzinga is one of the strongest voices around diversity and inclusion. She is focused on helping diversity leaders utilize their skill sets to drive company growth. Additionally, Nzinga also became the first Chief Diversity and Inclusion …

In today’s episode of Framework, Jamie talks with Theodora Lau, Founder of Unconventional Ventures. Theodora is a public speaker, writer, and advisor who sparks innovation and drives difficult conversations about discrimination across different industries. With her experience in IT and financial services, Theodora is also keen on helping financial institutions, entrepreneurs, startups, and venture capitalists …

In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything in between. She now cooks for clients in their homes and works to pass on her love of vegetables to others. Though she didn’t realize it …