How do some financial advisors seem to effortlessly connect and succeed with their clients?

This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly impact your success as a financial advisor and enrich your personal life.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Greg Opitz, Executive Business Consultant at Carson Coaching, about emotional intelligence (EQ) in the financial services industry. They unpack its pivotal role in shaping successful advisors and individuals. By sharing intriguing anecdotes and practical advice, Greg sheds light on the fundamental components of EQ, such as empathy, self-awareness, and the nuanced art of communication. Greg also unpacks how life experiences forge our EQ, enhancing our ability to connect, empathize, and ultimately succeed in the dynamic landscape of financial advising.

Greg discusses:

• A deeper understanding of EQ and its critical role in developing meaningful client relationships
• The impact of EQ on client relationships, emphasizing the importance of active listening and genuine engagement
• How being a better person ties into being a better advisor
• How personal and professional challenges cultivate EQ, leading to better understanding and empathy
• Practical tips for enhancing your own EQ to become a more effective and empathetic advisor
• How the next-gen of advisors can develop self-awareness and emotional intelligence
• How he gages emotional intelligence in interviews from a talent development perspective
• And more

Resources:

• Think Like a Monk by Jay Shetty
• No Longer Awkward by Amy Florian
• Excell 2024: The Advisor Growth Conference

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Greg Opitz:

• Carson Coaching
• LinkedIn: Greg Opitz

About Our Guest:

Greg Opitz is the Executive Business Consultant at Carson coaching. Greg has been working with financial planners for his entire professional career. Before joining Carson Coaching in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.”

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

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 power of genuine leadership in the dynamic realm of financial services.

Dr. Ana María discusses:

• What companies can do to be more welcoming to women of color coming into C-suite roles
• How leaders from marginalized backgrounds and C-suite positions can overcome the barriers they face
• Why it's crucial for underrepresented professionals to build their career on genuine and authentic foundations
• Practical tips for organizations on sustaining diversity, equity, inclusion, and belonging initiatives
• The profound personal and organizational advantages of embracing DEI initiatives
• And more

Resources:

• Latinas in Tech Event: Authenticity Matters: Building Your Career on Genuine Foundations
• Carson’s Blueprinting Guide
• The Subtle Art of Not Giving a F*** By Mark Manson

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Dr. Ana María López Caldwell:

• Dr. Ana Maria LC
• Linktree: Dr. Ana Maria Lopez Caldwell
• LinkedIn: Dr. Ana María López Caldwell

About Our Guest:

As an inclusive leadership coach and consultant, Dr. Ana María is committed to supporting clients in their transformative journey to achieve empowerment and authenticity as they navigate the many challenges of being leaders.

Dr. Ana María works with organizations to create inclusive and equitable cultures, policies, and practices. She is a certified member of the International Coaching Federation and has over 15 years of experience in coaching, facilitating, and researching diversity, equity, and inclusion (DEI) topics.

Dr. Ana María holds a PhD in Latin American Studies from Tulane University, where she examined the socioeconomic stratification system in Colombia. She is fluent in Spanish and English, and proficient in Portuguese. She has a passion for cross-cultural learning and collaboration.

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

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.