Framework with Ana Trujillo Limón

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6 Followers

248 Episodes

6
Followers

248
Episodes

Category: Investing
Last Update: 2024-06-24
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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.

1	Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in Investment 2024-06-24	Play	Download
2	Jake Bleicher, CFA: Carson's Women's CEO Fund 2024-06-10	Play	Download
3	Greg Opitz: EQ in Financial Planning 2024-05-20	Play	Download
4	Dr. Ana María López Caldwell: Empower Your Career with Authenticity 2024-05-06	Play	Download
5	Jessica Flynn: Attracting & Retaining Next-Gen Talent 2024-04-15	Play	Download
6	Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z 2024-04-01	Play	Download
7	Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women's Financial Challenges 2024-03-22	Play	Download
8	Kamila Elliott, CFP® : Supporting Underrepresented Talent 2024-03-18	Play	Download
9	Sheryl Hickerson: Breaking Barriers in Finance 2024-03-11	Play	Download
10	Julie Ragatz, Ph.D.: Empowering Women in Wealth Management 2024-03-04	Play	Download

Framework with Ana Trujillo Limón

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Framework with Ana Trujillo Limón

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