wavePod

Framework with Ana Trujillo Limón | Wave AI Podcast Notes

Framework with Ana Trujillo Limón cover

Framework with Ana Trujillo Limón

The podcast designed to help financial advisors challenge the status quo, grow your firm, and not only put best practices to use, but create new best practices altogether. Hosted by Ana Trujillo Limón.

11 episodes

Episodes

Previous
1
Next

Larry and Denise Sprung: How Mitlin Financial Redefines Client Relationships

00:44:261/24/2025

Sarah Cain: Elevate Your Financial Practice with World-Class Client Experiences

00:28:371/6/2025

Joanna Ehresman and Leah Alter: Amplifying Women’s Voices in Financial Services

00:29:5512/30/2024

J.J. Peller on The Power of Setting Big Goals

00:27:5812/23/2024

Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA

00:26:4012/10/2024

How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC

00:32:2911/25/2024

Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA

00:33:0311/11/2024

Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®

00:30:3810/28/2024

Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa

00:38:4010/14/2024

Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients

00:21:309/16/2024

Previous
1
Next