Jimmy Yeary: The Impact of Authenticity and Vulnerability in Storytelling, Music, and Beyond

Today on Framework, we explore pathways for women in finance, mentorship, and the strength of having allies.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and guest co-host, JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Sheryl Hickerson, Founder and Chief Engagement Officer at Females and Finance Community, about the challenges and strategies for advancing women in the finance industry. Together they discuss the critical role of male allies, the harmful queen bee phenomenon, and the necessity of advocacy behind the scenes. 

Sheryl highlights the importance of challenging unconscious bias in hiring and understanding the resilience behind successful female advisors. JaQ underscores the value women bring to wealth management and the need to study emerging wealth trends. Their conversation emphasizes a mindset shift towards promoting inclusivity and support for women in finance.

Sheryl discusses: 

• How she came to found the Females and Finance Community
• Her experience with sponsorship and mentorship
• The importance of male allies in sponsoring and advancing women in the industry
• Creating pathways for women in wealth management and advocating for women behind the scenes
• Recruiting and retaining women in advisor-facing roles
• Challenging unconscious bias in hiring
• Recognizing the unique skills and experiences of women in wealth management
• And more

Resources:

• Carson Group’s State of Women in Wealth Management Report 2023
• Male Ally Network

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with JaQ Campbell: 

• Alexander Legacy Private Wealth
• LinkedIn: JaQ Campbell

Connect with Sheryl Hickerson:

• Females and Finance
• LinkedIn: Sheryl Hickerson

About our Guest: 

Sheryl Hickerson enjoys working with financial advisors, certified financial planners™, registered reps, wealth managers, and many other professionals within the community. Meeting new advisors and learning about how she can work together with them to grow business is her goal. Sheryl provides training, consulting, and coaching on social media and digital marketing strategies to the financial services community.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

This week on Framework, we address how sponsorship and inclusion can empower women in wealth management.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and co-host JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs at Carson Group, about women in wealth management. They talk about the critical role of sponsorship and inclusion in the workplace for women in wealth management and explore the impact of inclusive environments and strategies for building cultures that retain women in the industry. The conversation covers the importance of DEI roles, overcoming the "queen bee" phenomenon, and the necessity of shifting from a scarcity mindset to one of abundance to promote collaboration and success for everyone.

Key talking points include: 

• Carson Group’s State of Women in Wealth Management Report 2023
• The significance of sponsors and inclusive environments
• Strategies for building inclusive cultures to retain women in the industry
• Creating a supportive and empowering environment for women in the workplace
• The role sponsors play in advocating for individuals
• Facilitating open dialogue and exploration of the emotional impact of inclusion in the workplace
• Challenges and opportunities related to sponsorship and inclusion in the workplace
• Reframing thinking around scarcity to one of abundance
• Creating inclusive cultures and supporting and uplifting one another in the workplace
• And more

Resources:

• Carson Group’s State of Women in Wealth Management Report 2023

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with JaQ Campbell: 

• Alexander Legacy Private Wealth
• LinkedIn: Jaq Campbell

Connect with Julie Ragatz:

• Carson Group LLC
• LinkedIn: Julie Ragatz
• Twitter: @Dr_JulieFinServ

About Our Guest: 

Julie Ragatz, Ph.D. is the Vice President, Next Gen and Advisor Development Programs at Carson Group and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University.

Send us your questions, we’d love to hear from you! Email us at 

How can behavioral finance improve your investment strategies?

Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor Content, for a conversation about behavioral finance in investment strategies. 

Jeremy reflects on his path to becoming a CIO, influenced by his father and a natural affinity for finance. Together they discuss Jeremy's research collaborations, such as with Dr. Siegel on "Future for Investors," and the potential of AI in investing. Jeremy also shares information on investment philosophy, including Warren Buffett's 20-punch card rule, and recommends useful behavioral finance readings. Their conversation further examines market dynamics, the equity risk premium, and the historical inflation protection provided by stocks, contrasting their performance with bond yields. 

Jeremy discusses: 

• His journey to becoming the Global Chief Investment Officer at WisdomTree Asset Management
• Importance of behavioral finance in investment strategies
• The value of academic research and expert insights in crafting robust portfolios and advising clients
• AI’s impact on the investment industry
• Significance of Warren Buffett's investment philosophy and the 20 punch card rule
• Some recommended readings for behavioral finance
• And more

Resources:

• Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships
• Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making
• Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life
• Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships
• Stocks for the Long Run
• Future for Investors
• Behind the Markets Podcast 

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Jeremy Schwartz:

• WisdomTree Asset Management
• LinkedIn: Jeremy Schwartz

About our Guest: 

Jeremy Schwartz has been the Global Chief Investment Officer at WisdomTree Asset Management since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indices, quantitative active strategies, and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

How can advisors create a positive emotional experience with finances and financial planning for their clients?

This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial Behavior Keynote Group, joins our host, Ana Trujillo Limón, Director, Coaching and Advisor Content, to explore behavioral finance in client-advisor relationships. 

Dr. Carlson underscores the importance of listening, creating positive emotional experiences, and understanding the influence of early money memories. She advocates for solution-focused approaches, and the use of silence and emotional intelligence to better engage clients, especially women. Their conversation also covers the parallels between public speaking and client interactions, and the critical role of human connection in financial advising. Dr. Carlson also discusses research from her dissertation on soldiers' financial behaviors pre- and post-deployment, emphasizing the value of emotional intelligence in financial decision-making and client retention.

Mary discusses: 

• How she fell in love with personal finance
• The Financial Behavior Keynote Group
• How her first money memories with the church and her father have shaped her relationship with money
• How advisors can use their clients’ money memories in their financial planning
• How applying behavioral finance frameworks can help clients feel valued
• Why advisors need to get comfortable with silence and stop trying to fill in the gap
• How those in the finance industry should reframe their thinking about behavioral finance
• And more

Resources:

• Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life
• Reagan Cannon: The Courage to Lead: Practical Takeaways for Women

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Mary Bell Carlson:

• Financial Behavior Keynote Group
• LinkedIn: Marry Bell Carlson
• X (Twitter): @MaryBellConsult

About our Guest: 

Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade. From the bowels of the Pentagon to international audiences, Dr. Carlson has presented numerous financial seminars and worked on a variety of financial planning and education projects. After getting married and having her two daughters, she started Chief Financial Mom.com, a personal finance education platform to help busy moms. Currently, she also works as adjunct faculty for the financial planning programs at both the University of Georgia and Texas Tech University.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

Welcome to the third episode of Framework’s special behavioral finance series.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions, for a glimpse into his experience with the behavioral finance industry and a discussion about the intersection of money and meaning. Dr. Crosby shares his journey from clinical psychology to finance, introducing the "three Bs" of a meaningful life and the four common behavioral errors in finance. He also talks about his upcoming book "The Soul of Wealth" and the importance of communication about finances in relationships, offering information about navigating these complex issues for advisors and clients.

Daniel discusses: 

• His journey into the psychological side of the financial industry
• The role money plays in the meaning of life
• The four most common behavioral errors: ego, emotion, attention, and conservatism
• How advisors can use behavioral finance as a mirror on their own behavior and practice what they preach to clients
• Balancing monetary wealth and soulful wealth
• Some of the challenges couples face when discussing money
• Behavioral finance training and certification programs recommended for advisors
• What advisors need to reframe their thinking about when it comes to behavioral finance
• And more

Resources:

• The Behavioral Investor by Dr. Daniel Crosby
• The Soul of Wealth: 50 Reflections on Money and Meaning by Dr. Daniel Crosby
• Man's Search for Meaning by Viktor Frankl
• The Creative Act by Rick Rubin
• Orion’s BeFi20 Assessment Tool
• Orion Advisor Academy

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Daniel Crosby:

• Orion Behavioral Finance
• LinkedIn: Daniel Crosby

About our Guest: 

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management. 

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

How can firm owners use behavioral finance theory to make better business decisions?

Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., Vice President, NextGen and Advisor Development Programs at Carson Group, about the practical applications of behavioral finance theory in business and recruitment. They challenge the notion of rational choice theory, emphasizing the subjective nature of human decision-making. 

Dr. Ragatz underscores the importance of recognizing individual motivations and the pitfalls of a one-size-fits-all approach in hiring. She advocates for after-action reports to understand decision-making processes and reframes biases as natural, suggesting that behavioral finance can guide the human mind.

Julie discusses: 

• Her role at Carson as the VP of Next Gen
• Application of behavioral finance theory in business decisions
• The relevance of the sunk cost fallacy in decision-making
• Confirmation bias and belief persistence
• Regaining decision-making confidence
• Implementing behavioral finance theory to improve recruitment
• How you can start implementing behavioral finance theory in your practice
• And more

Resources:

• Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money Dynamics
• Julie Ragatz & Mary Kate Gulick: Women In Financial Services
• Julie Ragatz & Kellan Brown: Growing Through Mentorship
• Standard Deviations: Dr. Julie Ragatz - Empathy and the History of Behavioral Economics
• Carson 2023 State of Women in Wealth Management Report

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón
• LinkedIn: Odaro Aisueni

Connect with Julie Ragatz:

• Carson Group LLC
• LinkedIn: Julie Ragatz
• Twitter: @Dr_JulieFinServ

About our Guest: 

Julie Ragatz, Ph.D. is the Vice President, Next Gen and Advisor Development Programs at Carson Group and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

When told to rework their financial plan by following the PERMA-V framework, 70% of people changed one of their top three goals.

This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Samantha Lamas, Senior Behavioral Researcher at Morningstar, about the importance of aligning financial advice with clients' life values. They explore a three-step process for identifying true financial goals, emphasizing the need to connect these goals to deeper motivations using the "PERMA-V framework" from positive psychology. Samantha highlights the benefits of this approach, such as providing a consistent guide for decision-making and the flexibility to adapt to life changes. She also stresses the human aspect of financial decisions and the usefulness of tools and checklists in simplifying these decisions. 

Samantha's key message is that financial planning should be holistic and align with personal values to make money decisions more meaningful and manageable.

Samantha discusses: 

• Her first money memory involves a love for books
• How she became a behavioral researcher
• Why investors are disengaging from their financial advisors
• How advisors can recognize and address the issues causing clients to disengage
• The top 5 reasons why people fire their advisor
• Communication and relationship-building resources for advisors
• How to help clients who don’t know their true financial goals
• Utilizing the PERMA-V framework in financial planning
• And more

Resources:

• Morningstar: Faux Pas For Financial Advisors to Avoid
• Larry Sprung

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón
• LinkedIn: Odaro Aisueni

Connect with Samantha Lamas:

• Morningstar
• LinkedIn: Samantha Lamas
• X (Twitter): @SamanthaLamas4

About our Guest: 

Samantha Lamas is a senior behavioral researcher at Morningstar who is focused on driving financial engagement among everyday people.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

Creating content can seem daunting, even for industry experts like yourself.

But whether you’re preparing for a speaking event, writing a blog post, or recording your first podcast episode, what you have to share matters more than how you deliver it.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Tamsen Butler, Senior Marketing Copywriter at Carson Group, about Tamsen’s journey as a writer and TEDx speaker. Together, they explore the TEDx talk preparation, the role of original content, and the benefits of engaging with audiences through writing and video. Tamsen emphasizes the importance of subtitles for accessibility and SEO and advises creatives to embrace rejection and address client queries in their content. The conversation also covers influential industry figures, with a recommendation to follow Larry Sprung, and the value of Stephen King's "On Writing" for writers.

Tamsen discusses: 

• Her writing career and the importance of creating original content
• Advice for nervous writers
• Her job at Carson and the resources they have for new members of their ecosystem
• Why writers need to make sure they give credit where credit is due
• Her experience as a TEDx speaker and how to prepare for a TEDx talk
• Important lessons from her speaker coach
• The impact of writing blog posts, articles, and speaking events on building credibility and trust
• Effectiveness of video content in engaging audiences and the impact of closed captions
• Importance of subtitles for ADA compliance and search engine optimization
• Her writing process and the importance of considering the reader's perspective
• And more

Resources:

• The Complete Guide to Personal Finance: For Teenagers by Tamsen Butler
• Personal Finance for Teenagers and College Students by Tamsen Butler
• Skirting the Edge of Authenticity | Tamsen Butler | TEDxOmaha
• Larry Sprung
• On Writing - Stephen King

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Tamsen Butler:

• Carson Group LLC
• LinkedIn: Tamsen Butler
• Twitter: @TamsenButler

About our Guest: 

Tamsen Butler, Senior Marketing Copywriter at Carson, is an award-winning author, marketing copywriter, TEDx speaker, fitness professional, military veteran, Oxford comma enthusiast, and personal finance writer.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

Are you looking to learn about effective consumer marketing in the financial industry?

Today, we look behind the scenes with Ana Trujillo Limón, Director, Coaching and Advisor Content, and Minna Shada, Senior Vice President of Consumer Marketing. Minna talks about her marketing journey since 2013, her pivotal role in partner office marketing, and the innovative evolution of Carson's marketing strategies. From her earliest money memory to her unexpected career path, Minna divulges the key to building a successful marketing foundation, embracing digital trends, and staying authentic. She also shares invaluable tips, busts common myths, and stresses the importance of a solid marketing plan.

Minna discusses: 

• Her first money memory of childhood savings for college
• Her journey into marketing and why she stuck with it for her whole career
• Her background and role as Senior Vice President of Consumer Marketing at Carson
• How Carson’s marketing offerings and support for partners have evolved
• Recommended available resources for advisors to learn about marketing strategies
• Choosing the right marketing strategies for advisors’ different needs
• Being wary of the shoulds of marketing
• Some of the top marketing strategies she’s seen advisors use to scale their business
• Why advisors need to be authentic with their marketing
• The most important lessons she learned in her career
• Advice for advisors on being intentional and patient with marketing strategies
• And more

Resources:

• Hubspot
• Alana Macy and Amy Noel: Building a Successful Firm
• “I’m not skinny yet” meme

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Minna Shada:

• Carson Group LLC
• LinkedIn: Minna Shada

About our Guest: 

As Vice President, Consumer Marketing, Minna is passionate about sharing information with investors to help them make important decisions about finding the right advisor and pursuing their financial dreams. In a profession cluttered with financial jargon and acronyms, Minna enjoys developing marketing campaigns for investors of every stage – from those just getting started to the investment savvy. She focuses on enhancing the client experience by helping investors find the information they seek.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

Elevate your financial advisory practice with strategic marketing – it's not just about attracting new clients, but about showcasing your knowledge, amplifying your visibility, and positioning yourself as a trusted advisor, building credibility. 

Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, ring in the new year with Kalli Fedusenko, founder of Kalli Collective, with a conversation about marketing strategies for financial advisors. They discuss the critical role of analytics in marketing strategies, advising on the best metrics to track for success. Kalli shares information for advisors on a budget, suggesting a focus on a few platforms and quality content. Kalli emphasizes the importance of personal connection in content creation, the power of learning from mistakes in business, and using existing knowledge to create compelling content.

Kalli discusses: 

• Her journey into marketing for financial advisors
• The importance of being active and open to change in marketing
• Use of AI in marketing and where it could be in the next 10 years
• What should be implemented to improve AI for marketing
• Personalizing content and building relationships with clients
• The benefits of hiring professional help when it comes to marketing for financial advisors
• Video as a rising trend in marketing and the live-streaming tools she uses
• What metrics advisors should focus on when starting their marketing journey
• How to choose the right marketing partner for you
• And more

Resources:

• ChatGPT
• Restream

Connect with Ana Trujillo Limón & Odaro Aisueni: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón
• LinkedIn: Odaro Aisueni

Connect with Kalli Fedusenko:

• Kalli Collective
• LinkedIn: Kalli Fedusenko
• X (Twitter): @KalliCollective
• info@kallicollective.com
• Phone: 931-774-0090

About our Guest: 

Kalli Fedusenko is the founder and director of Kalli Collective. Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA,  and being formerly licensed with the series 7 & 63 provides Kalli an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.