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 how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding on Jessica’s journey from a reluctant start in 2008 to a passionate advocate for next-gen empowerment in finance.
Jessica discusses:
- The importance of mentorship and guidance in empowering the next generation of financial professionals
- How we can engage next-gen stakeholders and clients effectively
- Strategies for enhancing client engagement and building meaningful relationships in the digital age
- The significance of succession planning and creating opportunities for next-gen leaders within financial organizations
- The importance of asking for what you want in your career and life
- How financial advisors and professionals can navigate their career paths, promote personal growth, and embrace change and opportunities effectively
- The intersection of technology, marketing, and finance in shaping the future of the financial services industry
- And more
Don’t miss out on Jess Flynn’s insightful journey and her forward-thinking approach to integrating technology and marketing to redefine success in the financial sector.
Resources:
- Carson Group: Reframe Live Series Announcement
- Julie Ragatz, Ph.D.: Empowering Women in Wealth Management
Connect with Ana Trujillo Limón:
Connect with Jessica Flynn:
About Our Guest:
Jessica Flynn is bold, resourceful and fluent in all things “financial planning.” Experienced fintech & marketing consultant. Artful negotiator and true collaborator. Independently responsible for identifying, developing and integrating custom projects that require prioritization and cross-department collaboration. Trusted to identify trends and opportunities within the Financial Services sector, and honing a network of professionals to deliver meaningful change. Continuously increasing levels of responsibility refining strategic partnerships and deepening revenue streams through comprehensive organization-wide solutions and service lines.
Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.
Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
