Articles authored by Ana Trujillo Limon

Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy

Is traditional behavioral finance missing the mark? Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that goes beyond client-centric advice to a human-centric model. Rather than “fixing” biases, Brian emphasizes tapping into clients’ real motivations and strengths. He shares how advisors can …

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 …

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 …

Culture is Queen: The Case of the Queen Bees, Bros and Old Boys

We still haven’t solved the puzzle of building inclusive cultures. But when organizations are able to develop inclusive cultures where women can thrive, they can be more influential and differentiate themselves in the industry. Our 2023 State of Women in Wealth Management research gave us insight into why culture is so important to women in …

ReFrame | Denise Milano Sprung

Dive into an insightful conversation with Denise Sprung, marketing director at Mitlin Financial. Discover why authenticity is the key to building trust in the financial services industry, innovative marketing strategies that stand out, and how consistency can elevate your social media game. Learn actionable tips to connect meaningfully with clients while staying true to your …

Navigating Change in Financial Planning with Erin Wood

Ever wondered why clients resist making financial decisions during life’s biggest changes? It’s by focusing on change management and behavioral finance strategies. Erin Wood, Senior Vice President of Financial Planning at Carson Group, joins Ana Trujillo Limón, Director, Editorial, to explore how financial advisors can support clients during major life events. Drawing on Bruce Feiler’s …

ReFrame | Yan Zhao

Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice to women in the industry, and her proudest accomplishments. We’ll also dive into what’s new at Stone Ridge. Topics of Discussion: Discuss Yan’s career journey: she …

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 …

Making A Client Relationship Truly Exceptional

In this episode, Ana Trujillo Limón, Director, Editorial, chats with Larry and Denise Sprung from Mitlin Financial about crafting a world-class client experience. The Sprungs share the heartwarming story behind their firm’s name and reveal how their approach goes beyond traditional client interactions by treating each client as a part of the family through personalized …

ReFrame | Lindsey Lewis

Join us for a live interview with Lindsey Lewis, a trailblazer in wealth management and a passionate advocate for women in financial services. We’ll get some insights on how to foster community for women from Lindsey, who serves as Managing Director and Chair of the American College Center for Women in Financial Services. We’ll explore …

Get in Touch

We'd love to learn a bit more about your situation, then set up a complimentary consultation to review how we can help you and your business.

Contact Us