أفضل بودكاسات Limon (2025)

1
Estrategia digital para laboratorios clínicos (al compás con su momentum) 17:16

3h ago17:16

17:16

¿Cómo diseñar la mejor estrategia digital para un negocio? En este episodio, analizo en profundidad el caso de Laboratorios Alilab, una empresa con dos líneas de negocio muy diferentes: análisis clínicos y análisis de alimentos. Muchas empresas cometen el error de aplicar estrategias genéricas sin considerar su tipo de negocio, su momento de crecim…

1
Errores que pueden hundir tu negocio: historias de un laboratorio que ha visto de todo... 1:14:12

1d ago1:14:12

1:14:12

Si tienes un negocio de alimentación, este video es para ti. Si te gusta ir a probar restaurantes, también te gustará. En esta entrevista Yago Mateos me cuenta (sin pelos en la lengua) anécdotas reales y los retos de su sector y su empresa. Yago dirige un laboratorio de análisis de alimentos y análisis clínicos. Puedes conocer más sobre sus servici…

1
¿Estrategia sin Marketing Digital? El ERROR que cuesta clientes (y cómo evitarlo) 12:35

9d ago12:35

12:35

¿Vendes al sector Industrial? Te dejo ideas de estrategias digitales para facturar más. 🔎 Descubre: ✅ Por qué los clientes que no te encuentran en Google o LinkedIn simplemente no existen para tu negocio. ✅ Cómo el SEO y la publicidad en Google pueden atraer clientes de forma efectiva. ✅ LinkedIn: ¿Branding o captación? Aprende a usarlo estratégica…

1
La industria sufre escasez de mano de obra. ¿Dónde están los especialistas? 30:44

9d ago30:44

30:44

¿Qué pasa cuando el liderazgo no se basa en la última tecnología, sino en la gestión real y humana?¿Imagina un negocio que funciona bien sin tener que estar siempre a la última marketing? En esta entrevista sin rodeos, Mari Carmen Beviá, comienza confesando algo que no me gusta. Luego me lo explica aunque no me convence del todo 😅 M. Carmen, CEO de…

1
Estrategia Digital para Clínicas Dentales: Cómo Captar Más Pacientes y Crecer 11:09

15d ago11:09

11:09

Da igual si tienes 1 o varias clínicas dentales. Tus clientes están online. ¿Estás hablando con ellos o solo les estás vendiendo? El 80% de las clínicas dentales siguen dependiendo del boca a boca... pero ¿Qué pasa cuando esa fuente de clientes se agota? En este video, te explico una estrategia digital completa para atraer y fidelizar pacientes con…

1
Marketing digital en clínicas dentales: Lo que realmente funciona 38:44

16d ago38:44

38:44

¿Cuánto deberías invertir en marketing digital para que tu clínica o negocio crezca? En este episodio, hablo con Oscar Montoto, dueño de dos clínicas dentales, sobre su experiencia en el sector, la importancia de diferenciarse de la competencia y cómo ha usado el marketing digital para atraer pacientes y crecer. 🔹 ¿Cuánto invierte en marketing digi…

1
Empieza Aquí 8:04

21d ago8:04

8:04

El gran genio literario James Joyce decía: “Los errores son portales del descubrimiento” Este humilde podcast pretende ser ese portal de descubrimiento. Aquí invito a esos valientes empresarios y empresarias, invisibles a la prensa, a los medios, al éxito efímero, pero que durante años han llevado y llevan delante una empresa, un equipo, un proyect…

1
Estrategias online para Promotores Artísticos 10:36

22d ago10:36

10:36

En este episodio Bonus te cuento que estrategias de promoción y venta online recomendaría para el negocio de Promotores Artísticos. Las herramientas están ahí, basta con saber cuales usar, como y cuando. Una entrevista nueva cada semana. Para conocerme mejor échale un vistazo a mi web 👇 www.adasinhache.es Para estar al día sígueme en 👇 Instagram: h…

1
El negocio de la farándula contado por el promotor artístico de B.B. King, James Cotton y muchos más... 43:56

29d ago43:56

43:56

¿Te has preguntado alguna vez cómo es la mente que mueve la industria musical desde adentro? En esta entrevista, J. Testi Tajada –promotor artístico con 40 años de anécdotas, éxitos y vueltas inesperadas. Testi me cuenta, sin pelos en la lengua, cómo ha sobrevivido (y prosperado) en un mundo en constante cambio. Descubre relatos de conciertos legen…

1
Larry and Denise Sprung: How Mitlin Financial Redefines Client Relationships 44:26

2M ago44:26

44:26

What makes a client relationship truly exceptional in today's financial world? In this episode, Ana Trujillo Limón, Director, Editorial, chats with Larry and Denise Sprung from Mitlin Financial about crafting a world-class client experience. The Sprungs share the heartwarming story behind their firm's name and reveal how their approach goes beyond …

1
Sarah Cain: Elevate Your Financial Practice with World-Class Client Experiences 28:37

2M ago28:37

28:37

What does it truly mean to provide a world-class client experience? In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Sarah Cain, VP of Carson Coaching. Together, they unravel the art of moving beyond the basics of financial services to create interactions that clients rave about. Listen in as they explore how sm…

1
Joanna Ehresman and Leah Alter: Amplifying Women’s Voices in Financial Services 29:55

2M ago29:55

29:55

Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services. In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare Podcast. Together, they explore the transformative power of c…

1
J.J. Peller on The Power of Setting Big Goals 27:58

3M ago27:58

27:58

Are your goals big enough to bring transformation, not just transactions, into your life? This week, Ana Trujillo Limón, Director, Editorial, sits down with executive business coach J.J. Peller to explore the power of setting ambitious goals. Join the conversation as they delve into why thinking beyond "realistic" goals can unlock your true potenti…

1
Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA 26:40

3M ago26:40

26:40

Is your client experience helping you grow—or driving business away? Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how fi…

1
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC 32:29

4M ago32:29

32:29

Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, team up in this episode to reveal how delegation and AI could transform the way advisors approach their work. Rather than simply assigning tasks, Ana and Jessica prese…

1
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA 33:03

4M ago33:03

33:03

Is traditional behavioral finance missing the mark? Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that goes beyond client-centric advice to a human-centric model. Rather than “fixing” biases, Brian emphasizes tapping into clients’ real motivations an…

1
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS® 30:38

4M ago30:38

30:38

Ever wondered why clients resist making financial decisions during life's biggest changes? By focusing on change management and behavioral finance strategies. Erin Wood, Senior Vice President of Financial Planning at Carson Group, joins Ana Trujillo Limón, Director, Editorial, to explore how financial advisors can support clients during major life …

1
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa 38:40

5M ago38:40

38:40

Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant Professor at The Wharton School, joins Ana Trujillo Limón, Director, Editorial, to reveal the surprising factors behind client resistance and how financial advisors…

1
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients 21:30

6M ago21:30

21:30

Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights. In this episode, Ana Trujillo Limón, Director, Editorial, speaks with Andres Mazabel, Head of Advisor Sales at Trust & …

1
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning 38:40

6M ago38:40

38:40

Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population. In this episode, Ana Trujillo Limón, Director, Editorial, dives into this month’s topic, estate planning and longevity planning, with Keena Pettijohn, CEO a…

1
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients 27:12

7M ago27:12

27:12

On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoiding money talk with a client is an impossibility, it’s still a good idea to keep religion and politics out of the conversation. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Megan Belt, Director of Public…

1
Greg Opitz: Client Communication Strategies for Election Years 32:59

7M ago32:59

32:59

Data shows that regardless of who is currently in office, the ebb and flow of the markets and economy continues to move to its own rhythm. Opinions and emotions go hand in hand and can often create biases when discussing financial plans with a client. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes back …

1
Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services 37:42

8M ago37:42

37:42

How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Eric Ludwig, PhD, CFP®, Asst. Prof. of Retirement Income, Director: Center for Retirement Income, RICP Program Director, The American College of Financial Serv…

1
Samantha Allen: How AI is Transforming Digital Marketing 25:18

8M ago25:18

25:18

How can financial advisors best leverage AI to revolutionize their digital marketing efforts? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice President of Digital Marketing at Carson Group, to explore the intersection of digital marketing and the financial services industry. Samantha…

1
Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in Investment 34:33

9M ago34:33

34:33

Want to learn how female entrepreneurs are reshaping the investment landscape? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group. They explore the …

1
Jake Bleicher, CFA: Carson's Women's CEO Fund 24:42

9M ago24:42

24:42

Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women's CEO Fund. Jake shares his unique journey from pre-med to the finan…

1
Greg Opitz: EQ in Financial Planning 24:46

10M ago24:46

24:46

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 impact your success as a financial advisor and enrich your personal life. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks…

1
Dr. Ana María López Caldwell: Empower Your Career with Authenticity 32:34

10M ago32:34

32:34

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 Coach, about the pivotal role of authenticity, inclusion, and executive business coaching. They explore firsthand accounts of navig…

1
Jessica Flynn: Attracting & Retaining Next-Gen Talent 34:58

11M ago34:58

34:58

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 …

1
Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z 37:36

11M ago37:36

37:36

Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson’s next-gen professionals, Jalen Blackmon, Associate, Partnership Developmentat Carson Group, Jabin Moore, Associate Private Clien…

1
Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women's Financial Challenges 30:11

12M ago30:11

30:11

With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework Podcast episode featuring Debra Taylor, where we explore how intentional connections with women can lead to better client retention and satisfaction. In…

1
Kamila Elliott, CFP® : Supporting Underrepresented Talent 51:58

12M ago51:58

51:58

Are organizations truly promoting inclusivity or making mistakes that harm underrepresented talent's mental health? Let's dive into the importance of sponsorship, safe spaces, and valuing diverse perspectives in creating a workplace where everyone feels valued. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and JaQ …

1
Sheryl Hickerson: Breaking Barriers in Finance 52:11

12M ago52:11

52:11

Today on Framework, we explore pathways for women in finance, mentorship, and the strength of having allies. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and guest co-host, JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Sheryl Hickerson, Founder and Chief Engagement Officer at…

1
Julie Ragatz, Ph.D.: Empowering Women in Wealth Management 45:07

1y ago45:07

45:07

This week on Framework, we address how sponsorship and inclusion can empower women in wealth management. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and co-host JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Developmen…

1
Jeremy Schwartz: Behavioral Finance and Investing 24:24

1y ago24:24

24:24

How can behavioral finance improve your investment strategies? Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor Content, for a conversation about behavioral finance in investment strategies. Jeremy reflects on his path to becoming a CIO, inf…

1
Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships 31:42

1y ago31:42

31:42

How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial Behavior Keynote Group, joins our host, Ana Trujillo Limón, Director, Coaching and Advisor Content, to explore behavioral finance in client-advisor relat…

1
Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life 30:46

1y ago30:46

30:46

Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions, for a glimpse into his experience with the behavioral finance industry and a discussion about the intersec…

1
Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making 28:02

1y ago28:02

28:02

How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., Vice President, NextGen and Advisor Development Programs at Carson Group, about the practical applications of behavioral finance theory in business and …

1
Samantha Lamas: Understanding and Improving Advisor-Client Relationships 32:12

1y ago32:12

32:12

When told to rework their financial plan by following the PERMA-V framework, 70% of people changed one of their top three goals. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Samantha Lamas, Senior Behavioral Researcher at Morningstar, about the importance of aligning financial advice with clients' …

1
Tamsen Butler: Crafting Compelling Stories 26:30

1y ago26:30

26:30

Creating content can seem daunting, even for industry experts like yourself. But whether you’re preparing for a speaking event, writing a blog post, or recording your first podcast episode, what you have to share matters more than how you deliver it. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Tamsen But…

1
Minna Shada: Consumer Marketing for Advisors 33:53

1y ago33:53

33:53

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 Minna Shada, Senior Vice President of Consumer Marketing. Minna talks about her marketing journey since 2013, her pivotal role in partner office marketing, and t…

1
Kalli Fedusenko: Financial Advisor Marketing 28:58

1y ago28:58

28:58

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 trusted advisor, building credibility. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealt…

1
Carnavalsspecial: de uitdagingen van ouders 24:51

1y ago24:51

24:51

In deze special van 'Na de Limonade' praat journalist en podcastmaker Maarten Dallinga met vier ouders van pubers over alcohol in relatie tot carnaval. Voor welke uitdagingen kom je als ouder te staan en hoe ga je hier mee om? Ook krijg je tips van Ninette van Hasselt, Programmahoofd alcohol- en drugspreventie bij het Trimbos-instituut. Voor achter…

1
Peter Lazaroff: Embracing Artificial Intelligence 31:57

1y ago31:57

31:57

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, speak with Peter Lazaroff, Chief Investment Officer at Plancorp, LLC, about the impact of AI on financial planning, and the im…

1
Bridget Grimes: Mentorship, Community & Empowering Women in Finance 33:50

1y ago33:50

33:50

Welcome back to another episode of Framework! This week, our focus is on empowering women in the financial industry with mentorship and community. Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Bridget Grimes, Co-Founder of Equita Financial Network, about her career journey in launching her…

1
Carson’s Home Equity 5-Part Series with Guest Craig Lemoine, CFP®, Ph.D., MRFC 35:32

1+ y ago35:32

35:32

We’re finishing our Home Equity 5-part series with one of the most important conversations – multigenerational conversations about home equity. They are crucial for retirement planning, so let’s talk about them. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, spea…

1
Carson’s Home Equity 5-Part Series with Guests Steve Resch & Craig Lemoine, CFP®, Ph.D., MRFC 30:21

1+ y ago30:21

30:21

How can financial advisors leverage home equity and reverse mortgages in financial planning? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Steve Resch, Vice President of Re…

1
Carson’s Home Equity 5-Part Series with Guests Barry Sacks, J.D., Ph.D., & Craig Lemoine, CFP®, Ph.D., MRFC 33:42

1+ y ago33:42

33:42

In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, to interview Dr. Barry Sacks, J.D., Ph.D., Principal at Law Office of Barry H. Sacks, about his research on retirement income a…

1
Carson’s Home Equity 5-Part Series with Guests Wade Pfau, Ph.D., CFA, RICP® & Craig Lemoine, CFP®, Ph.D., MRFC 34:12

1+ y ago34:12

34:12

How can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the potential of home equity with reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal…

1
Carson’s Home Equity 5-Part Series with Guests Shelley Giordano & Craig Lemoine, CFP®, Ph.D., MRFC 38:43

1+ y ago38:43

38:43

Welcome to the first of a 5-part series on Framework to provide some color around home equity and retirement income planning. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and …

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