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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 …
Business Management

Kalli Fedusenko: Financial Advisor Marketing

Ana Trujillo Limon
Elevate your financial advisory practice with strategic marketing – it’s not just about attracting new clients, but about showcasing your knowledge, amplifying your visibility, and positioning yourself as a …
Business Management

The Importance of Focusing on Women and the Next Generation in Client Segmentation

Greg Opitz
Occam’s razor is a principle often ascribed to logician and Franciscan friar William of Ockham. Essentially, it states that in most cases, the simplest option is usually the right …
Business Management

Peter Lazaroff: Embracing Artificial Intelligence

Ana Trujillo Limon
Artificial intelligence is revolutionizing financial advisory. How will AI impact investors’ portfolios?   This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, …
Business Management

Start Strong and Dream Bigger: Your Framework for Goal Setting for 2024

J.J. Peller
Famed Italian artist Michelangelo said, “The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too …
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