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With Ana Trujillo Limón

Join Ana every week as she explores the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.

The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.

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Subscribe to the Framework Podcast

With Ana Trujillo Limón

Join Ana every week as she explores the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.

The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.

Subscribe to the Framework Podcast

With Ana Trujillo Limón

Join Ana every week as she explores the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.

The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.

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Spotify

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Latest Episodes

Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z

Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson’s next-gen professionals, Jalen Blackmon, Associate, Partnership Developmentat Carson Group, Jabin Moore, Associate Private Client Manager at Carson Wealth, and …

Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women’s Financial Challenges

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 …

Kamila Elliott, CFP® : Supporting Underrepresented Talent

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 …

Latest Episodes

Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z

Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson’s next-gen professionals, Jalen Blackmon, Associate, Partnership Developmentat Carson Group, Jabin Moore, Associate Private Client Manager at Carson Wealth, and …

Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women’s Financial Challenges

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 …

Kamila Elliott, CFP® : Supporting Underrepresented Talent

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 …

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We created the Blueprinting Guide to help you uncover your “Why,” both personally and professionally. Your coach will use your personalized blueprint to help you live your life by design, not default.

Get started by completing the exercises in the guide, including:
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