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 beyond the basics of financial services to create interactions that clients rave about. Listen in as they explore how small, intentional actions can leave a lasting impact on client relationships.

Ana and Sarah discuss:

• The significance of creating a world-class client experience
• Powerful components that shape exceptional client interactions
• Strategies for enhancing onboarding processes
• Leveraging technology to meet modern client expectations
• The role of continuous education in client relationships
• Effective ways to collect and act on client feedback
• And more

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Sarah Cain:

• Carson Group LLC
• BeneForza
• LinkedIn: Sarah Cain
• Calendly: Sarah Cain

About Our Guest:

Sarah Cain is passionate about using proven strategies to help business owners create and grow strong businesses that balance purpose and profit. She challenges successful entrepreneurs to build more sustainable businesses and is a strong advocate for B Corp certification.

Prior to joining Carson Group Coaching in 2016, she spent over a decade at a $750 million hybrid RIA firm in Kansas City, with successive roles, including Chief Operations Officer. Her tenure as COO involved overseeing strategic projects and managing a team of internal stakeholders in the areas of technology, client service, financial planning, and back-office roles such as trading and new business coordination.

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

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 Ehresman and Leah Alter, co-hosts of the WomenShare Podcast.

Together, they explore the transformative power of community, celebrate women's achievements, and discuss strategies for overcoming challenges unique to women in the financial services industry. Their passion for creating a supportive network shines through as they emphasize the importance of lifting each other up.

Joanna and Leah discuss:

• Encouraging women to authentically show up, build networks, and seek genuine connections
• The challenges women face as the “only ones in the room” and the lessons learned in overcoming burnout and isolation
• The importance of sharing insights and experiences to foster collective success and support future generations in financial services
• Celebrating milestones, both personal and professional, as a way to build confidence and a sense of community
• Redefining success by creating balance, authenticity, and joy in both personal and professional lives
• And more!

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Leah Alter and Joanna Ehresman:

• Website: WomenShare Podcast
• YouTube: WomenShare Podcast
• LinkedIn: Leah Alter
• LinkedIn Joanna Ehresman

About Leah Alter:

Leah Alter is the Founder of Marketing by Foxie. After years in New York City's entertainment and events industry, she moved to Austin, TX, joining an independent Broker-Dealer and RIA.

At the Broker-Dealer/RIA, Leah worked on the business development team before transitioning to marketing consulting, where she helped advisors brand and market themselves in a highly regulated industry. She led marketing workshops and programs, with one of her initiatives earning two Wealthmanagement.com Award nominations. She also contributed to the marketing team, packaging and delivering products and services for financial professionals.

Leah later joined a digital marketing agency serving the financial services and FinTech industries, gaining valuable expertise from industry specialists. Most recently, she was Vice President of Marketing at a FinTech company, focusing on branding, social media thought leadership, and launching a new website.

A passionate marketer, Leah is dedicated to helping her clients succeed.

About Joanna Ehresman:

Joanna is the Founder of Momentum Growth Solutions and co-host of WomenShare, leveraging her 20+ years of marketing expertise to empower clients and listeners to make a greater impact.

Her passion for marketing stems from seeing the profound impact professional financial advice has on clients' lives. At Momentum Growth Solutions, Joanna helps companies accelerate growth by aligning their purpose with their brand and marketing strategies while advising internal teams for sustainable results.

Joanna also serves on the Board of Directors for BestPrep, a nonprofit focused on youth financial literacy and career skills. She lives near Minneapolis, Minnesota, with her husband and three sons.

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

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 goals. Join the conversation as they delve into why thinking beyond "realistic" goals can unlock your true potential.

J.J. unravels the art of goal-setting, emphasizing the mindset's role in overcoming challenges and the importance of having a clear, compelling vision.

This episode is packed with insights for financial advisors and anyone ready to take their aspirations to the next level!

J.J. Peller discusses:

• (03:06) Why setting a grand vision is pivotal for success
• (08:04) The importance of mindset in achieving big goals
• (12:08) Personal anecdotes about doubling goals and the impact
• (17:45) The significance of accountability and mentorship
• (19:19) Strategies for committing fully to your goals
• And more

Resources:

• Be Useful: Seven Tools for Life by Arnold Schwarzenegger
• The Science of Change by Dr. Richard E. Boyatzis

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with J.J. Peller:

• Carson Coaching
• J.J. Peller
• LinkedIn: J.J. Peller

About Our Guest:

J.J. Peller helps ambitious, driven, growth-minded financial advisors maximize their potential so they can thrive in life and business. He believes that human potential is virtually limitless. Like 99.99% of people around the world, most have only scratched the surface of their greatest potential—a category J.J. acknowledges he is in as well.

J.J. is passionate about using his coaching skills to help financial advisors tap more of their potential, enabling them to deliver even greater value to even more people. He started his career as a financial advisor and witnessed firsthand the importance and meaningful impact financial advisors have on people’s lives.

Over time, J.J. realized his personal gifts, skills, and passions aligned more with helping advisors nationwide become the greatest version of themselves, so they can serve their clients at the highest level possible.

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