Insights

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. …

Join Carson’s Editorial Director Ana Trujillo Limon as she interviews Alana Macy, Wealth Advisor, Bloom Wealth Advisors, about her journey into the industry, how she has built her name through media interviews and local events, and her advice to other women entering the industry.

Is your client experience helping you grow—or driving business away? Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how firms could transform relationships and drive profitability in …

Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, team up in this episode to reveal how delegation and AI could transform the way advisors approach their work. Rather than simply assigning tasks, Ana and …

Remember sick days when you were little? You’d stay home from school and scroll through the TV Guide to find something to watch. Most kids would watch The Price is Right. But one day when I was home sick, I scrolled through the TV Guide and found this thing called Power Lunch. It was a …

Are organizations truly promoting inclusivity or making mistakes that harm underrepresented talent’s mental health? Let’s dive into the importance of sponsorship, safe spaces, and valuing diverse perspectives in creating a workplace where everyone feels valued. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and JaQ Campbell, Founder and CEO of Alexander Legacy …

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 …

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 …

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 …

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 …