What powers the future of financial advisory?

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding on Jessica's journey from a reluctant start in 2008 to a passionate advocate for next-gen empowerment in finance.

Jessica discusses:

• The importance of mentorship and guidance in empowering the next generation of financial professionals
• How we can engage next-gen stakeholders and clients effectively
• Strategies for enhancing client engagement and building meaningful relationships in the digital age
• The significance of succession planning and creating opportunities for next-gen leaders within financial organizations
• The importance of asking for what you want in your career and life
• How financial advisors and professionals can navigate their career paths, promote personal growth, and embrace change and opportunities effectively
• The intersection of technology, marketing, and finance in shaping the future of the financial services industry
• And more

Don't miss out on Jess Flynn's insightful journey and her forward-thinking approach to integrating technology and marketing to redefine success in the financial sector.

Resources:

• Carson Group: Reframe Live Series Announcement
• Julie Ragatz, Ph.D.: Empowering Women in Wealth Management

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Jessica Flynn:

• Intention.ly
• LinkedIn: Jessica Flynn

About Our Guest:

Jessica Flynn is bold, resourceful and fluent in all things "financial planning." Experienced fintech & marketing consultant. Artful negotiator and true collaborator. Independently responsible for identifying, developing and integrating custom projects that require prioritization and cross-department collaboration. Trusted to identify trends and opportunities within the Financial Services sector, and honing a network of professionals to deliver meaningful change. Continuously increasing levels of responsibility refining strategic partnerships and deepening revenue streams through comprehensive organization-wide solutions and service lines.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry?

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson’s next-gen professionals, Jalen Blackmon, Associate, Partnership Developmentat Carson Group, Jabin Moore, Associate Private Client Manager at Carson Wealth, and Isaiah Johnson, Associate, Partnership Development at Carson Group. They discuss the importance of attracting and retaining the next generation of professionals in the finance industry. The conversation delves into key aspects such as defining career paths and growth plans, the significance of having a sense of purpose at work, and the value of workplace diversity. Jalen, Jabin, and Isaiah provide valuable insights on how firms can create a culture that resonates with the Gen Z workforce and the skills necessary for young professionals to thrive in the financial services industry.

Key discussion topics:

• The importance of defining career paths and growth plans
• Setting goals and milestones to gauge progress
• Cultivating a sense of purpose in the workplace
• Building diverse and inclusive workplace environments
• Transparency, communication, and a sense of belonging in workplace culture
• Nurturing curiosity, adaptability, and valuable connections in the workplace
• Involving Gen Z in decision-making processes and leveraging diverse perspectives
• And more

Resources:

• Link to the blog that won’t be available until April 1st written by Jessica Colston about serving the next-gen stakeholders

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Jalen Blackmon:

• Carson Group LLC
• LinkedIn: Jalen Blackmon

Connect with Jabin Moore:

• Carson Wealth
• LinkedIn: Jabin Moore

Connect with Isaiah Johnson:

• Carson Group LLC
• LinkedIn: Isaiah Johnson

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework Podcast episode featuring Debra Taylor, where we explore how intentional connections with women can lead to better client retention and satisfaction.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, interviews Debra Taylor, CPA/PFS™, JD, Certified Divorce Financial Analyst®, Founder, Wealth Advisor and Lead Tax Planner at Taylor Financial Group. Debbie shares her transition from a lawyer and CPA to establishing her successful firm, driven by a passion for personal finance. She highlights the challenges she faced as a woman in a male-dominated industry and discusses her approach to engaging women in finance, the significance of events tailored for women, and the importance of proactive tax planning. Debbie reflects on the biases women face, the need for perseverance, and the role of community and support in her success. She also debunks the glamorous image of wealth management, emphasizing hard work and passion.

Debra discusses:

• Her journey from law to personal finance
• The importance of providing forward-looking financial planning
• Building events to attract and empower women in financial planning
• The impact of creating a supportive community for female clients
• Unique tax planning challenges faced by women, including the "widow's penalty"
• The importance of proactive financial planning when addressing the challenges many women face
• And more

Resources:

• Be Useful: Seven Tools for Life by Arnold Schwarzenegger
• Kamila Elliott, CFP® : Supporting Underrepresented Talent
• Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Guest Name:

• Taylor Financial Group LLC
• LinkedIn: Debra Taylor

About our Guest:

Debra Taylor, CPA/PFS™, JD, Certified Divorce Financial Analyst®, is the Founder, Wealth Advisor and Lead Tax Planner of Taylor Financial Group, LLC, a full service, woman-owned wealth management firm located in Franklin Lakes, NJ. Debra’s passion is in educating and empowering women and their families to take control of their future, advising in all areas, including investment management, insurance solutions, complex tax planning, retirement planning, and estate planning.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.