Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights.

In this episode, Ana Trujillo Limón, Director, Editorial, speaks with Andres Mazabel, Head of Advisor Sales at Trust & Will, about the significance of estate planning and longevity planning in the financial services industry. They emphasize the importance of integrating estate planning into advisory practices, discuss trends differentiating estate planning needs across demographics, and delve into the educational tools and strategies available to help advisors navigate this essential topic. By listening to this episode, advisors will gain insights into how they can enhance their practice by effectively incorporating estate planning into their services.

Andres discusses:

• His experience in private banking and the impact of not having an estate plan
• The role of financial advisors in estate planning and how to educate clients on this critical topic
• Key trends in estate planning, particularly among millennials and Gen Z demographics
• What advisors should look for when choosing the right estate planning tool for them
• How advisors can leverage the right tools and platforms, like Trust & Will, to meet client expectations and enhance advisor-client relationships.
• Practical advice on initiating estate planning conversations with clients and integrating it as a core component of financial advisory practices.
• And more

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Andres Mazabel:

• Trust & Will
• LinkedIn: Andres Mazabel

About Our Guest:

Andres Mazabel, Head of Advisor Sales at Trust & Will, is helping to solve why more than 60% of families don’t have a plan to protect their loved ones. Trust & Will is a modern platform that simplifies estate planning, making it affordable and accessible to everyone. Andres manages relationships with RIAs and financial advisors to help add more value to their clients. As a consultative sales executive with over a decade of experience in Private Banking and the SaaS industry, Andres is passionate about building client relationships and finding solutions to their challenges. He thrives in team environments and enjoys presenting to C-Level executives. He has successfully managed the most profitable clients for two top 50 global Fortune 500 companies and is fluent in both Spanish and English.

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

Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population.

In this episode, Ana Trujillo Limón, Director, Editorial, dives into this month’s topic, estate planning and longevity planning, with Keena Pettijohn, CEO and Founder of Lifelogixs. Keena shares her 30-year career journey in financial services, the pivotal milestones, and the significant gap she identified between wealth management and longevity planning. Perfect for advisors interested in learning about the significance of understanding clients' life goals, and the integration of technology in wealth management.

Keena discusses:

• Her early career and how she got started in the financial industry
• The importance of having a clear purpose and a servant mindset
• The gap between financial planning and the longevity needs of clients
• How advisors can turn financial coaching into life coaching by integrating financial wellness and holistic planning into their practice
• Her work in wealth management for aging clients and the concept of aging in place
• The importance of integrating financial planning with the real-life needs of aging clients, especially those wanting to age in place
• How advancements in technology can complement financial planning and help address the specific challenges of the aging population
• And more

Keena Pettijohn is not an affiliate of CWM, LLC. Opinions expressed by guests of this podcast may not be representative of CWM, LLC.

Resources:

• Lifelogixs: The Sassy Resources

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Keena Pettijohn:

• Lifelogixs
• LinkedIn: Keena Pettijohn

About Our Guest:

Keena Pettijohn, CEO and Founder of LifeLogixs is an accomplished Wealth Management Executive with over 25 years in Financial Services, Private Banking, Financial Planning and Trust Solutions in the Bank, Credit Union, and RIA Distribution Channels. Keena is a Leader for the Bank, Insurance, and Securities Association’s Innovations Lab, BISA’s organization to highlight emerging FinTech firms that support BISA’s membership.

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

On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoiding money talk with a client is an impossibility, it’s still a good idea to keep religion and politics out of the conversation.

This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Megan Belt, Director of Public Relations at Carson Group, to discuss some of the best practices for communicating with clients during heated discussions, particularly surrounding election years.

Megan starts by describing how to create a comprehensive communication plan for yourself and your employees in order to cover the grounds of what is appropriate to talk about, and what should be kept as inside thoughts. Ana and Megan then discuss the different ways you can discuss the current political and economic climate with your clients, while avoiding creating any uncomfortable situations. Tune into this episode for insights and professional advice if you have ever wondered where to draw the line between personal and professional conversations.

Megan discusses:

• How to establish a clear communications policy with employees
• The importance of staying informed with current events in order to discuss how they affect your clients’ financial plans
• Staying calm and taking time to reflect personally on any thoughts or opinions before you put them online for everyone to see
• Having a firm, but still empathetic tone when speaking with a client who is getting heated about certain topics
• Remaining politically neutral when working with clients and making sure to always be doing what is best for them, regardless of their political views
• And more

Resources:

• Carson Group Insights Blog
• Public Relations Society of America

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Megan Belt:

• LinkedIn: Megan Belt
• Twitter (X): @meganbelt

About Our Guest:

Megan Belt is the Director of Public Relations at Carson Group. As a results-driven leader, Megan has experience developing strategic communications plans for organizations ranging from small startups to Fortune 500 brands.

Megan has held roles on both corporate communications and agency teams and has a proven track record of establishing executive thought leadership programs and developing integrated communications strategies.

Megan’s passion for public relations extends far outside of her agency role. She enjoys volunteering her time to help local nonprofits and small businesses tell their stories. She also had an active role in the Omaha PR community, having served on the board of directors for the Public Relations Society of America (PRSA) Nebraska Chapter and mentoring young professionals in her role as professional advisor for the University of Nebraska Omaha’s PRSSA student chapter and its student-run PR Firm, MavPR.

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