Subscribe to the Framework Podcast
With Ana Trujillo Limón
Join Ana every week as she explore the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.
The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.
Subscribe to the Framework Podcast
With Ana Trujillo Limón
Join Ana every week as she explores the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.
The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.
Subscribe to the Framework Podcast
With Ana Trujillo Limón
Join Ana every week as she explores the financial services profession, talking with some of the top names in the industry and tackling some of the biggest issues.
The Framework Podcast is designed to help financial advisors go deeper into financial planning, practice management, marketing and business development, new legislation and executive leadership.
Listen on
Apple Podcasts
Listen on
Spotify
Listen on
Google Play
Listen on
Apple Podcasts
Listen on
Spotify
Listen on
Google Play
Latest Episodes 
Peter Lazaroff: Embracing Artificial Intelligence
Artificial intelligence is revolutionizing financial advisory. How will AI impact investors’ portfolios? This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Peter Lazaroff, Chief Investment Officer at Plancorp, LLC, about the impact of AI on financial planning, and the importance of diversification in investment portfolios. …
Bridget Grimes: Mentorship, Community & Empowering Women in Finance
Welcome back to another episode of Framework! This week, our focus is on empowering women in the financial industry with mentorship and community. Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Bridget Grimes, Co-Founder of Equita Financial Network, about her career journey in launching her practice, Wealth Choice. …
Carson’s Home Equity 5-Part Series with Guest Craig Lemoine, CFP®, Ph.D., MRFC
We’re finishing our Home Equity 5-part series with one of the most important conversations – multigenerational conversations about home equity. They are crucial for retirement planning, so let’s talk about them. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, …
Latest Episodes
Peter Lazaroff: Embracing Artificial Intelligence
Artificial intelligence is revolutionizing financial advisory. How will AI impact investors’ portfolios? This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Peter Lazaroff, Chief Investment Officer at Plancorp, LLC, about the impact of AI on financial planning, and the importance of diversification in investment portfolios. …
Bridget Grimes: Mentorship, Community & Empowering Women in Finance
Welcome back to another episode of Framework! This week, our focus is on empowering women in the financial industry with mentorship and community. Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Bridget Grimes, Co-Founder of Equita Financial Network, about her career journey in launching her practice, Wealth Choice. …
Carson’s Home Equity 5-Part Series with Guest Craig Lemoine, CFP®, Ph.D., MRFC
We’re finishing our Home Equity 5-part series with one of the most important conversations – multigenerational conversations about home equity. They are crucial for retirement planning, so let’s talk about them. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, …
Already a subscriber?
Awesome! Please leave us a rating! We also have exclusive offers for subscribers, like a complimentary coaching session and our Blueprinting Guide. Claim your offer below.
Blueprint Your Life
Growing your firm starts with mapping out your business – and your life.
We created the Blueprinting Guide to help you uncover your “Why,” both personally and professionally. Your coach will use your personalized blueprint to help you live your life by design, not default.
Get started by completing the exercises in the guide, including:
- Identifying your values
- Discovering your purpose
- Regular email communication with your dedicated coach
Become a Coaching Member
Carson Coaching is for advisors who want to grow on their own terms, serve their clients with integrity and leave a lasting impact.
When you become a Coaching member, you’ll be assigned a business coach who will function as your guide, accountability partner and think tank. Your coach will walk you through any uncertainty, celebrate your successes and answer your questions.
More than 12,000 advisors have gone through the Carson Coaching program – and we are opening spots for new members every week.
Complimentary Coaching Call
Carson Coaching helps advisors grow 2.5 times faster than the industry average over a two-year period.
It all starts with the first phone call – and we’re letting Framework listeners try it out at no cost.
Sign up for your complimentary coaching session to get paired with an Executive Business Coach today. Your coach will help you identify key areas of focus for your firm and help you blueprint your path to success.
Get started today by picking the time the works best for you!
