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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.
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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Latest Episodes 
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights. In this episode, Ana Trujillo Limón, Director, Editorial, speaks with Andres Mazabel, Head of Advisor Sales at Trust & Will, about the …
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population. In this episode, Ana Trujillo Limón, Director, Editorial, dives into this month’s topic, estate planning and longevity planning, with Keena Pettijohn, CEO and …
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients
On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoiding money talk with a client is an impossibility, it’s still a good idea to keep religion and politics out of the conversation. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Megan Belt, …
Latest Episodes
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights. In this episode, Ana Trujillo Limón, Director, Editorial, speaks with Andres Mazabel, Head of Advisor Sales at Trust & Will, about the …
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population. In this episode, Ana Trujillo Limón, Director, Editorial, dives into this month’s topic, estate planning and longevity planning, with Keena Pettijohn, CEO and …
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients
On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoiding money talk with a client is an impossibility, it’s still a good idea to keep religion and politics out of the conversation. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Megan Belt, …
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