Insights Business Management

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 …

“How are you going to top this experience” is a question Denise Sprung, Marketing Director for Mitlin Financial, frequently hears after events she organizes for clients. She once organized a day at an NHL game for an A-plus client and her family, who are all hockey fans. She also organized an event at a local …

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 …

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 …

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 …

Join Ana Trujillo Limon as she interviews Dr. Patricia Villarreal, chief clinical officer for Expressive Wealth, about the Queen Bee Syndrome and how we can go on journeys of transformation to attempt to eradicate it—both within ourselves and from others. Or, at the very least, learn how to navigate it when we experience it.

Back in the days when Carson’s Dr. Julie Ragatz, VP, Advisor Growth Strategy, was working alongside Kristi Rodriguez at Nationwide, she did research on the perceptions students at HBCUs and Black advisors had about working in the financial services industry. That research sparked a passion in her, and she found that there was a need …

Our VP of Coaching & Consulting, Sarah M. Cain, recently had a tooth extraction. She was nervous and had a lot of anxiety going into the procedure. But the oral surgeon she found to do the procedure made it a positive experience—from the pre- to the post-op. “Everyone there made me feel so comfortable,” Cain …

What does it truly mean to provide a world-class client experience? In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Sarah Cain, VP of Carson Coaching. Together, they unravel the art of moving beyond the basics of financial services to create interactions that clients rave about. Listen in as they explore …

Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services. In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare Podcast. Together, they explore the transformative power of community, celebrate women’s achievements, and discuss …

Are your goals big enough to bring transformation, not just transactions, into your life? This week, Ana Trujillo Limón, Director, Editorial, sits down with executive business coach J.J. Peller to explore the power of setting ambitious goals. Join the conversation as they delve into why thinking beyond “realistic” goals can unlock your true potential. J.J. …