Framework with Ana Trujillo Limón
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.
Podcasting since 2020 • 257 episodes
Framework with Ana Trujillo Limón
Latest Episodes
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA
Is traditional behavioral finance missing the mark?Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that goes beyond client-centric advice t...
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33:03
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Ever wondered why clients resist making financial decisions during life's biggest changes?By focusing on change management and behavioral finance strategies.Erin Wood, Senior Vice President of Financial Planning at Carson Group, j...
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30:38
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant Professor at The Wharton School, j...
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38:40
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
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...
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21:30
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
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, Directo...
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38:40
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