Building Client Loyalty in a Digital Age
Is your client experience helping you grow—or driving business away? Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how firms could transform relationships and drive profitability in …
How Advisors Can Delegate, Innovate, and Elevate
Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, team up in this episode to reveal how delegation and AI could transform the way advisors approach their work. Rather than simply assigning tasks, Ana and …
A Full Circle Moment: From Power Lunch to Fearless Girl
Remember sick days when you were little? You’d stay home from school and scroll through the TV Guide to find something to watch. Most kids would watch The Price is Right. But one day when I was home sick, I scrolled through the TV Guide and found this thing called Power Lunch. It was a …
Supporting Underrepresented Talent with Kamila Elliott
Are organizations truly promoting inclusivity or making mistakes that harm underrepresented talent’s mental health? Let’s dive into the importance of sponsorship, safe spaces, and valuing diverse perspectives in creating a workplace where everyone feels valued. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and JaQ Campbell, Founder and CEO of Alexander Legacy …
Navigating Women’s Financial Challenges with Debra Taylor
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 …
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
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 …
ReFrame | Lacy Garcia
Join us live from the SER Summit for Latin@s in FinServ as we interview Lacy Garcia founder and CEO of Willow. Topics of Discussion: Discuss Lacy’s journey into the industry How she came to found Willow Her take on our State of Women in Wealth Management Research Why it’s important to serve women and how …
ReFrame | Dr. Lisa Toppin
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 …
Bridget Grimes: Mentorship, Community & Empowering Women in Finance
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. …
The Sum of Five: The Levels of Building Your Mentor Network
Motivational speaker Jim Rohn is famously quoted as saying: “You are the average of the five people you spend the most time with.” Take a moment and jot down the names of the five people you spend the most time with. Are they people you aspire to be like? Do they have the characteristics you …