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Business Management

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

Ana Trujillo Limon
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., …
Business Management

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

Jessica Harrington
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …
Business Management

Samantha Lamas: ​​Understanding and Improving Advisor-Client Relationships

Ana Trujillo Limon
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, …
Business Management

Tamsen Butler: Crafting Compelling Stories

Ana Trujillo Limon
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, …
Business Management

Culture is Queen: The Case of the Queen Bees, Bros and Old Boys

Ana Trujillo Limon
We still haven’t solved the puzzle of building inclusive cultures. But when organizations are able to develop inclusive cultures where women can thrive, they can be more influential and …
Business Management

Minna Shada: Consumer Marketing for Advisors

Ana Trujillo Limon
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 …
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