Insights Business Management

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 …

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 …

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 …

Workplace diversity is often focused on gender and ethnicity—like achieving balanced representation of men and women or reflecting the demographics of a firm’s local community or customer base. Yet firms that extend this focus to include people with disabilities are discovering additional advantages. Hiring differently-abled employees can foster innovation, enhance customer experience and boost overall …

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 …

What’s one of the top reasons clients decide to part ways with their financial advisor? If your answer is poor service or experience, you’d be right. According to Morningstar, the number one reason investors fire their advisors is a lack of quality service. It’s not just about wealth management or returns—it’s about delivering an exceptional …

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 …

Occam’s razor is a principle often ascribed to logician and Franciscan friar William of Ockham. Essentially, it states that in most cases, the simplest option is usually the right option. And Leonardo da Vinci has been quoted as saying, “Simplification is the ultimate sophistication.” So, two of the most brilliant people to ever live on …

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 …

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 …

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 …