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 • 263 episodes
Framework with Ana Trujillo Limón
Latest Episodes
Larry and Denise Sprung: How Mitlin Financial Redefines Client Relationships
What makes a client relationship truly exceptional in today's financial world?In this episode, Ana Trujillo Limón, Director, Editorial, chats with Larry and Denise Sprung from Mitlin Financial about crafting a world-class client...
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44:26
Sarah Cain: Elevate Your Financial Practice with World-Class Client Experiences
What does it truly mean to provide a world-class client experience?In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Sarah Cain, VP of Carson Coaching.Together, they unravel the art of moving be...
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28:37
Joanna Ehresman and Leah Alter: Amplifying Women’s Voices in Financial Services
Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services.In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna E...
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29:55
J.J. Peller on The Power of Setting Big Goals
Are your goals big enough to bring transformation, not just transactions, into your life?This week, Ana Trujillo Limón, Director, Editorial, sits down with executive business coach J.J. Peller to explore the power of setting ambitious go...
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27:58
Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA
Is your client experience helping you grow—or driving business away?Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster lo...
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26:40
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