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.

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 Private Wealth Management, speak with Kamila Elliott, CFP®, Founder and CEO of Collective Wealth Partners to explore the power of sponsorship, the significance of building relationships to promote diversity, the need for safe spaces, and intentional actions to cultivate inclusivity and value diverse perspectives at work. They discuss the experiences of underrepresented groups in the financial industry, discussing the importance of inclusion, advocacy, and creating safe spaces for diverse talent. Kamila shares her personal journey, the challenges of being a woman of color in finance, and the significance of building relationships to overcome biases. The conversation also touches on the impact of remote work on feelings of safety and belonging in the workplace.

Kamila discusses:

• Her journey into the financial profession and becoming chair of the CFP® board
• Challenges faced by underrepresented talent in the financial industry
• How sponsorship and mentorship play a crucial role in advocating for diversity and inclusion in the workplace
• Why building relationships and connecting with individuals from diverse backgrounds are vital for promoting understanding and inclusivity
• Creating safe spaces and valuing diverse perspectives to provide a sense of belonging for all employees with authentic leadership
• How to promote inclusivity, value diverse perspectives, and establish a workplace culture that supports and empowers all individuals
• And more

Resources:

• The Intelligent Investor by Benjamin Graham and Jason Zweig
• Legacy Lessons with JaQ

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with JaQ Campbell:

• Alexander Legacy Private Wealth
• LinkedIn: JaQ Campbell

Connect with Kamila Elliott:

• Collective Wealth Partners
• LinkedIn: Kamila Elliott

About our Guest:

Kamila Elliott, CFP® is the founder and CEO of Collective Wealth Partners. Kamila is a wealth manager with over 20 years of experience assisting high-net-worth individuals, endowments & foundations, and business owners with their financial planning, tax, and investment needs.

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

Today on Framework, we explore pathways for women in finance, mentorship, and the strength of having allies.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and guest co-host, JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Sheryl Hickerson, Founder and Chief Engagement Officer at Females and Finance Community, about the challenges and strategies for advancing women in the finance industry. Together they discuss the critical role of male allies, the harmful queen bee phenomenon, and the necessity of advocacy behind the scenes.

Sheryl highlights the importance of challenging unconscious bias in hiring and understanding the resilience behind successful female advisors. JaQ underscores the value women bring to wealth management and the need to study emerging wealth trends. Their conversation emphasizes a mindset shift towards promoting inclusivity and support for women in finance.

Sheryl discusses:

• How she came to found the Females and Finance Community
• Her experience with sponsorship and mentorship
• The importance of male allies in sponsoring and advancing women in the industry
• Creating pathways for women in wealth management and advocating for women behind the scenes
• Recruiting and retaining women in advisor-facing roles
• Challenging unconscious bias in hiring
• Recognizing the unique skills and experiences of women in wealth management
• And more

Resources:

• Carson Group’s State of Women in Wealth Management Report 2023
• Male Ally Network

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with JaQ Campbell:

• Alexander Legacy Private Wealth
• LinkedIn: JaQ Campbell

Connect with Sheryl Hickerson:

• Females and Finance
• LinkedIn: Sheryl Hickerson

About our Guest:

Sheryl Hickerson enjoys working with financial advisors, certified financial planners™, registered reps, wealth managers, and many other professionals within the community. Meeting new advisors and learning about how she can work together with them to grow business is her goal. Sheryl provides training, consulting, and coaching on social media and digital marketing strategies to the financial services community.

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

This week on Framework, we address how sponsorship and inclusion can empower women in wealth management.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and co-host JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs at Carson Group, about women in wealth management. They talk about the critical role of sponsorship and inclusion in the workplace for women in wealth management and explore the impact of inclusive environments and strategies for building cultures that retain women in the industry. The conversation covers the importance of DEI roles, overcoming the "queen bee" phenomenon, and the necessity of shifting from a scarcity mindset to one of abundance to promote collaboration and success for everyone.

Key talking points include:

• Carson Group’s State of Women in Wealth Management Report 2023
• The significance of sponsors and inclusive environments
• Strategies for building inclusive cultures to retain women in the industry
• Creating a supportive and empowering environment for women in the workplace
• The role sponsors play in advocating for individuals
• Facilitating open dialogue and exploration of the emotional impact of inclusion in the workplace
• Challenges and opportunities related to sponsorship and inclusion in the workplace
• Reframing thinking around scarcity to one of abundance
• Creating inclusive cultures and supporting and uplifting one another in the workplace
• And more

Resources:

• Carson Group’s State of Women in Wealth Management Report 2023

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with JaQ Campbell:

• Alexander Legacy Private Wealth
• LinkedIn: Jaq Campbell

Connect with Julie Ragatz:

• Carson Group LLC
• LinkedIn: Julie Ragatz
• Twitter: @Dr_JulieFinServ

About Our Guest:

Julie Ragatz, Ph.D. is the Vice President, Next Gen and Advisor Development Programs at Carson Group and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University.

Send us your questions, we’d love to hear from you! Email us at

How can behavioral finance improve your investment strategies?

Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor Content, for a conversation about behavioral finance in investment strategies.

Jeremy reflects on his path to becoming a CIO, influenced by his father and a natural affinity for finance. Together they discuss Jeremy's research collaborations, such as with Dr. Siegel on "Future for Investors," and the potential of AI in investing. Jeremy also shares information on investment philosophy, including Warren Buffett's 20-punch card rule, and recommends useful behavioral finance readings. Their conversation further examines market dynamics, the equity risk premium, and the historical inflation protection provided by stocks, contrasting their performance with bond yields.

Jeremy discusses:

• His journey to becoming the Global Chief Investment Officer at WisdomTree Asset Management
• Importance of behavioral finance in investment strategies
• The value of academic research and expert insights in crafting robust portfolios and advising clients
• AI’s impact on the investment industry
• Significance of Warren Buffett's investment philosophy and the 20 punch card rule
• Some recommended readings for behavioral finance
• And more

Resources:

• Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships
• Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making
• Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life
• Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships
• Stocks for the Long Run
• Future for Investors
• Behind the Markets Podcast

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Jeremy Schwartz:

• WisdomTree Asset Management
• LinkedIn: Jeremy Schwartz

About our Guest:

Jeremy Schwartz has been the Global Chief Investment Officer at WisdomTree Asset Management since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indices, quantitative active strategies, and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.

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

How can advisors create a positive emotional experience with finances and financial planning for their clients?

This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial Behavior Keynote Group, joins our host, Ana Trujillo Limón, Director, Coaching and Advisor Content, to explore behavioral finance in client-advisor relationships.

Dr. Carlson underscores the importance of listening, creating positive emotional experiences, and understanding the influence of early money memories. She advocates for solution-focused approaches, and the use of silence and emotional intelligence to better engage clients, especially women. Their conversation also covers the parallels between public speaking and client interactions, and the critical role of human connection in financial advising. Dr. Carlson also discusses research from her dissertation on soldiers' financial behaviors pre- and post-deployment, emphasizing the value of emotional intelligence in financial decision-making and client retention.

Mary discusses:

• How she fell in love with personal finance
• The Financial Behavior Keynote Group
• How her first money memories with the church and her father have shaped her relationship with money
• How advisors can use their clients’ money memories in their financial planning
• How applying behavioral finance frameworks can help clients feel valued
• Why advisors need to get comfortable with silence and stop trying to fill in the gap
• How those in the finance industry should reframe their thinking about behavioral finance
• And more

Resources:

• Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life
• Reagan Cannon: The Courage to Lead: Practical Takeaways for Women

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Mary Bell Carlson:

• Financial Behavior Keynote Group
• LinkedIn: Marry Bell Carlson
• X (Twitter): @MaryBellConsult

About our Guest:

Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade. From the bowels of the Pentagon to international audiences, Dr. Carlson has presented numerous financial seminars and worked on a variety of financial planning and education projects. After getting married and having her two daughters, she started Chief Financial Mom.com, a personal finance education platform to help busy moms. Currently, she also works as adjunct faculty for the financial planning programs at both the University of Georgia and Texas Tech University.

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