Insights

When told to rework their financial plan by following the PERMA-V framework, 70% of people changed one of their top three goals. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Samantha Lamas, Senior Behavioral Researcher at Morningstar, about the importance of aligning financial advice with clients’ life values. They …

Creating content can seem daunting, even for industry experts like yourself. But whether you’re preparing for a speaking event, writing a blog post, or recording your first podcast episode, what you have to share matters more than how you deliver it. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Tamsen …

Are you looking to learn about effective consumer marketing in the financial industry? Today, we look behind the scenes with Ana Trujillo Limón, Director, Coaching and Advisor Content, and Minna Shada, Senior Vice President of Consumer Marketing. Minna talks about her marketing journey since 2013, her pivotal role in partner office marketing, and the innovative …

Elevate your financial advisory practice with strategic marketing – it’s not just about attracting new clients, but about showcasing your knowledge, amplifying your visibility, and positioning yourself as a trusted advisor, building credibility. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, ring in the new year with …

Artificial intelligence is revolutionizing financial advisory. How will AI impact investors’ portfolios?   This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Peter Lazaroff, Chief Investment Officer at Plancorp, LLC, about the impact of AI on financial planning, and the importance of diversification in investment portfolios.    …

We’re finishing our Home Equity 5-part series with one of the most important conversations – multigenerational conversations about home equity. They are crucial for retirement planning, so let’s talk about them. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, …

How can financial advisors leverage home equity and reverse mortgages in financial planning? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Steve Resch, Vice President of Retirement Strategies at Finance of …

  It’s time to get the education out there about reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, to interview Dr. Barry Sacks, J.D., Ph.D., Principal at Law Office …

How can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the potential of home equity with reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, …

Welcome to the first of a 5-part series on Framework to provide some color around home equity and retirement income planning. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Shelley Giordano, …