Framework with Ana Trujillo Limón Podcast Artwork Image

Framework with Ana Trujillo Limón

Carson Coaching

The podcast designed to help financial advisors challenge the status quo, grow your firm, and not only put best practices to use, but create new best practices altogether. Hosted by Ana Trujillo Limón.

Greg Opitz: EQ in Financial PlanningMay 20, 2024
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Dr. Ana María López Caldwell: Empower Your Career with AuthenticityMay 06, 2024
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Jessica Flynn: Attracting & Retaining Next-Gen TalentApril 15, 2024
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Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen ZApril 01, 2024
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Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women's Financial ChallengesMarch 22, 2024
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Kamila Elliott, CFP® : Supporting Underrepresented TalentMarch 18, 2024
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Sheryl Hickerson: Breaking Barriers in FinanceMarch 11, 2024
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Julie Ragatz, Ph.D.: Empowering Women in Wealth ManagementMarch 04, 2024
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Jeremy Schwartz: Behavioral Finance and InvestingFebruary 26, 2024
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Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client RelationshipsFebruary 20, 2024
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Daniel Crosby, Ph.D.: Money’s Role in The Meaning of LifeFebruary 12, 2024
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Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision MakingFebruary 05, 2024
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Samantha Lamas: ​​Understanding and Improving Advisor-Client RelationshipsJanuary 29, 2024
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Tamsen Butler: Crafting Compelling StoriesJanuary 22, 2024
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Minna Shada: Consumer Marketing for AdvisorsJanuary 15, 2024
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Kalli Fedusenko: Financial Advisor MarketingJanuary 08, 2024
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Peter Lazaroff: Embracing Artificial IntelligenceDecember 18, 2023
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Bridget Grimes: Mentorship, Community & Empowering Women in FinanceDecember 11, 2023
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Carson’s Home Equity 5-Part Series with Guest Craig Lemoine, CFP®, Ph.D., MRFCDecember 08, 2023
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Carson’s Home Equity 5-Part Series with Guests Steve Resch & Craig Lemoine, CFP®, Ph.D., MRFCDecember 07, 2023
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Carson’s Home Equity 5-Part Series with Guests Barry Sacks, J.D., Ph.D., & Craig Lemoine, CFP®, Ph.D., MRFCDecember 06, 2023
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Carson’s Home Equity 5-Part Series with Guests Wade Pfau, Ph.D., CFA, RICP® & Craig Lemoine, CFP®, Ph.D., MRFC December 05, 2023
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Carson’s Home Equity 5-Part Series with Guests Shelley Giordano & Craig Lemoine, CFP®, Ph.D., MRFCDecember 04, 2023
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Jimmy Yeary: The Impact of Authenticity and Vulnerability in Storytelling, Music, and BeyondNovember 27, 2023
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Anousheh Ansari: Hope, Curiosity & Taking MoonshotsNovember 20, 2023
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