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.
Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial ServicesJuly 22, 2024
Samantha Allen: How AI is Transforming Digital MarketingJuly 08, 2024
Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in InvestmentJune 24, 2024
Jake Bleicher, CFA: Carson's Women's CEO FundJune 10, 2024
Greg Opitz: EQ in Financial PlanningMay 20, 2024
Dr. Ana María López Caldwell: Empower Your Career with AuthenticityMay 06, 2024
Jessica Flynn: Attracting & Retaining Next-Gen TalentApril 15, 2024
Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen ZApril 01, 2024
Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women's Financial ChallengesMarch 22, 2024
Kamila Elliott, CFP® : Supporting Underrepresented TalentMarch 18, 2024
Sheryl Hickerson: Breaking Barriers in FinanceMarch 11, 2024
Julie Ragatz, Ph.D.: Empowering Women in Wealth ManagementMarch 04, 2024
Jeremy Schwartz: Behavioral Finance and InvestingFebruary 26, 2024
Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client RelationshipsFebruary 20, 2024
Daniel Crosby, Ph.D.: Money’s Role in The Meaning of LifeFebruary 12, 2024
Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision MakingFebruary 05, 2024
Samantha Lamas: Understanding and Improving Advisor-Client RelationshipsJanuary 29, 2024
Tamsen Butler: Crafting Compelling StoriesJanuary 22, 2024
Minna Shada: Consumer Marketing for AdvisorsJanuary 15, 2024
Kalli Fedusenko: Financial Advisor MarketingJanuary 08, 2024
Peter Lazaroff: Embracing Artificial IntelligenceDecember 18, 2023
Bridget Grimes: Mentorship, Community & Empowering Women in FinanceDecember 11, 2023
Carson’s Home Equity 5-Part Series with Guest Craig Lemoine, CFP®, Ph.D., MRFCDecember 08, 2023
Carson’s Home Equity 5-Part Series with Guests Steve Resch & Craig Lemoine, CFP®, Ph.D., MRFCDecember 07, 2023
Carson’s Home Equity 5-Part Series with Guests Barry Sacks, J.D., Ph.D., & Craig Lemoine, CFP®, Ph.D., MRFCDecember 06, 2023