EP 145 Shaping The Next Era Of The Financial Industry with Jamie Hopkins & Ana Trujillo Limon

Growing Your Financial Business...The Woman's Way

Το περιεχόμενο παρέχεται από το Robyn Crane. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Robyn Crane ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

11M ago 34:47

MP3•Αρχική οθόνη επεισοδίου

As older financial advisors begin to retire, the industry is going to change drastically — giving you both an opportunity for exponential success AND a chance to transform the industry for the better. In this episode, Jamie Hopkins and Ana Trujillo Limon, industry veterans and co-hosts of the Framework Podcast share how to make the best of the increasing need for financial advisors. Get ready to gain valuable insights on the future of financial advising and the importance of diversity within the industry.

Here you will learn:

- The growing impact of AI and why it won't replace the personal connection advisors offer

- Strategies to navigate the increasing competition in the financial advising landscape

- The significance of building partnerships within the broader financial industry

- Steps to foster diversity and inclusion, and why it's crucial for the industry's future

- The demand for advisors in an era of complex tax rules and planning strategies

- How to empower young professionals and ensure industry growth

Connect with Jamie Hopkins and Ana Trujillo Limon:

Website: https://www.carsoncoaching.com

Ana’s Twitter: https://twitter.com/anat_edits?lang=en

Ana’s LinkedIn: https://www.linkedin.com/in/anatlimon

Jamie’s Twitter: https://twitter.com/RetirementRisks

Jamie’s LinkedIn: https://www.linkedin.com/in/jamiehopkinsfinancialservices/

Framework Podcast: https://www.carsongroup.com/framework/

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

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