Doing the Work of a Powerhouse: The Way Forward for Women in Financial Services According to Lazetta Rainey Braxton

You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power goes out, it can be a very daunting feeling,” said Lazetta Rainey Braxton, MBA, CFP, CEO and President of The Real Wealth Coterie, at her Excell …

From the Mailroom to the Corner Office: 5 Lessons from Franklin Templeton’s Jenny Johnson to Enrich Financial Services

Once, Franklin Templeton CEO Jenny Johnson’s CEO update to the board of directors included a slide depicting where Johnson thought the business was going and leading indicators for what next year might look like. After she finished her report, one board member said, “That was a great slide that Matt presented.” Here Johnson was, the …

Empowering Women in Wealth and Unpacking the Trends in Investment with Jessica Golson & Erin Wood

Want to learn how female entrepreneurs are reshaping the investment landscape? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and  Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group. They explore the dynamics of trends …

Carson’s Women’s CEO Fund with Jake Bleicher

Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women’s CEO Fund. Jake shares his unique journey from pre-med to the financial …

How Mentoring Led Me to Financial Services and Made a Pit Stop Permanent

Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today – or even in this industry – without mentoring. My journey is a bit unique in that mentoring itself brought me to the profession. But it …

Empower Your Career with Authenticity with Dr. Ana María López Caldwell

Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and Coach, about the pivotal role of authenticity, inclusion, and executive business coaching. They explore firsthand accounts of navigating challenges, leveraging personal experiences for growth, and the …

Advisors Face A Diversity Problem

The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial advisory profession. This lack of diversity isn’t a mystery. In fact, it’s well known – both in perception and reality. Although we are currently in the middle …

Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

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 …

Why Diversity and Inclusion Matter with Theodora Lau

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 …

Delivering Business Results Through Diversity and Inclusion with Nzinga Shaw

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 …

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