Sometimes, the best way to boost your career is to find some fuel from your other passions. 

In today’s episode, Jamie and guest co-host Brodrick talk with Ana, Framework’s new co-host, and the Director of Coaching and Advisor Content at Carson Group.

Prior to being Carson’s clarion in the advisory space, Ana worked as the senior editor for the FPA’s publications, including Journal of Financial Planning, the FPA Next Generation Planner, and Practice Management Blog. Ana has been very vocal about her Hispanic heritage’s impact on her flourishing career. And when not busy with her content initiatives, you’ll find her preparing for marathons.

Ana talks with Jamie and Brodrick about the power of being inclusive and authentic, career lessons she’s learned from running marathons, and her personal and career background.

Key Takeaways

  • Ana’s best Menudo and her love for different cuisines.
  • Ana’s favorite karaoke song.
  • What sparked Ana’s passion for writing.
  • Why Ana fused journalism with financial planning.
  • Why Carson’s Excell is always worth the wait every year.
  • The impact of doing everything for the next generation.
  • Why choose to be inclusive and authentic.
  • The problem with misrepresenting a culture.
  • The cathartic effect of running marathons.
  • Putting POC narratives at the forefront.

“The world isn’t always kind to people who are different, or who look different, who come from or maybe have different experiences. And my goal is that they don’t have to experience that or that they’re going to enter a world where that’s not a thing.” – @AnaT_Edits

Links

Connect with our hosts

Subscribe and stay in touch

AUTHOR

Jamie Hopkins

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Things to Consider When Finetuning Your Processes

By: Jessica Harrington
I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …
Blog

For Women in Wealth Management, Practice Makes Perfect for Prospecting

By: Mary Kate Gulick
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The …
Blog

How to Find an Advisor Back Office Solution that Works for Your Firm

By: Jessica Harrington
As an advisor, your time is best spent on activities that grow your practice and use your core skills, like networking, meeting with clients and handling their financial planning. …
Blog

How Women Advance (and Don’t) in Wealth Management

By: Mary Kate Gulick
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The …
1 2 3 … 5,667