Ana Trujillo Limon

Blog Business Management

Greg Opitz: EQ in Financial Planning

Posted on May 20, 2024
How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly …

Blog Business Management

Dr. Ana María López Caldwell: Empower Your Career with Authenticity

Posted on May 6, 2024
Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and …

Blog Business Management

Jessica Flynn: Attracting & Retaining Next-Gen Talent

Posted on April 15, 2024
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about …
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