Framework with Ana Trujillo Limón

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 traditional client interactions by treating each client as a part of the family through personalized service and proactive communication. Larry and Denise discuss:  * The importance of integrating family values into financial services (03:15) * Building personalized client experiences that exceed expectations (08:45) * The backstory behind Mitlin Financial's founding and philosophy (17:10) * Practical tips for financial advisors to enhance client relationships (24:00) * Creating a legacy of trust and integrity in financial planning (30:20) * And more Resources: * joyfuladvisor.com [http://joyfuladvisor.com] Connect with Ana Trujillo Limón:  * Carson Group LLC [https://www.carsongroup.com/] * LinkedIn: Ana Trujillo Limón [https://www.linkedin.com/in/anatlimon/] Connect with Larry and Denise Sprung: * Larry Sprung [http://www.mitlinfinancial.com] * LinkedIn: Larry Sprung [https://www.linkedin.com/in/lawrencesprung/] * Facebook: Larry Sprung [https://www.facebook.com/lawrencesprung/%20https://twitter.com/Lawrence_Sprung] * Twitter: Larry Sprung [https://twitter.com/Lawrence_Sprung] * Denise Sprung [https://www.mitlinfinancial.com/team-members/denise-milano-sprung/] * LinkedIn: Denise Sprung [https://bit.ly/40yqf4S] * Mitlin Money Mindset Podcast [https://bit.ly/4avK1m5] About Our Guests:  Larry Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. As a fiduciary advisor, he and his team are dedicated to facilitating the customization of clients’ portfolios as they work toward reaching their financial objectives. Larry is also the host of the Mitlin Money Mindset™, a podcast that’s all about getting your mind right when it comes to all things money. Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees.  Denise Sprung is passionate about promoting sound and accurate financial education. She believes financial literacy is essential for the next generation and takes pride in supporting Mitlin Financial, Inc.’s mission to use its platform to educate and empower others. With over a decade of marketing experience, Denise brings a wealth of expertise to Mitlin Financial. As the founder and operator of a trademarked blog with a large social media following, she excels in delivering content that keeps clients informed and provides valuable insights into the financial world. Beyond finance, Denise is deeply committed to helping others. She serves as the co-chair of the Keith Milano Memorial Fund at the American Foundation for Suicide Prevention, established in memory of her brother Keith, who died by suicide in 2004. Each May, Denise organizes a mental health awareness book fundraiser, where participating authors donate a portion of their sales to the fund. Since its inception, the fund has raised over $1.7 million and has made a significant impact by sharing Keith’s story and fostering meaningful conversations around mental health. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com [framework@carsongroup.com].

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 small, intentional actions can leave a lasting impact on client relationships.  Ana and Sarah discuss:  * The significance of creating a world-class client experience * Powerful components that shape exceptional client interactions  * Strategies for enhancing onboarding processes * Leveraging technology to meet modern client expectations  * The role of continuous education in client relationships  * Effective ways to collect and act on client feedback * And more Connect with Ana Trujillo Limón:  * Carson Group LLC [https://www.carsongroup.com/] * LinkedIn: Ana Trujillo Limón [https://www.linkedin.com/in/anatlimon/] Connect with Sarah Cain: * Carson Group LLC [https://www.carsongroup.com/] * BeneForza [https://beneforza.com/] * LinkedIn: Sarah Cain [https://www.linkedin.com/in/sarahmcain/] * Calendly: Sarah Cain [https://calendly.com/sarahcain/b-corp-office-hours?month=2025-01] About Our Guest:  Sarah Cain is passionate about using proven strategies to help business owners create and grow strong businesses that balance purpose and profit.  She challenges successful entrepreneurs to build more sustainable businesses and is a strong advocate for B Corp certification. Prior to joining Carson Group Coaching in 2016, she spent over a decade at a $750 million hybrid RIA firm in Kansas City, with successive roles, including Chief Operations Officer. Her tenure as COO involved overseeing strategic projects and managing a team of internal stakeholders in the areas of technology, client service, financial planning, and back-office roles such as trading and new business coordination.  Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com [framework@carsongroup.com].

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 community, celebrate women's achievements, and discuss strategies for overcoming challenges unique to women in the financial services industry. Their passion for creating a supportive network shines through as they emphasize the importance of lifting each other up. Joanna and Leah discuss: * Encouraging women to authentically show up, build networks, and seek genuine connections * The challenges women face as the “only ones in the room” and the lessons learned in overcoming burnout and isolation * The importance of sharing insights and experiences to foster collective success and support future generations in financial services * Celebrating milestones, both personal and professional, as a way to build confidence and a sense of community * Redefining success by creating balance, authenticity, and joy in both personal and professional lives * And more! Connect with Ana Trujillo Limón:  * Carson Group LLC [https://www.carsongroup.com/] * LinkedIn: Ana Trujillo Limón [https://bit.ly/3BIBsrl] Connect with Leah Alter and Joanna Ehresman: * Website: WomenShare Podcast [https://bit.ly/3VVSuJk] * YouTube: WomenShare Podcast [https://bit.ly/40bGKVA] * LinkedIn: Leah Alter [https://bit.ly/3VWxAd6] * LinkedIn Joanna Ehresman [https://bit.ly/49TX00G] About Leah Alter:  Leah Alter is the Founder of Marketing by Foxie. After years in New York City's entertainment and events industry, she moved to Austin, TX, joining an independent Broker-Dealer and RIA. At the Broker-Dealer/RIA, Leah worked on the business development team before transitioning to marketing consulting, where she helped advisors brand and market themselves in a highly regulated industry. She led marketing workshops and programs, with one of her initiatives earning two Wealthmanagement.com Award nominations. She also contributed to the marketing team, packaging and delivering products and services for financial professionals. Leah later joined a digital marketing agency serving the financial services and FinTech industries, gaining valuable expertise from industry specialists. Most recently, she was Vice President of Marketing at a FinTech company, focusing on branding, social media thought leadership, and launching a new website. A passionate marketer, Leah is dedicated to helping her clients succeed. About Joanna Ehresman:  Joanna is the Founder of Momentum Growth Solutions and co-host of WomenShare, leveraging her 20+ years of marketing expertise to empower clients and listeners to make a greater impact. Her passion for marketing stems from seeing the profound impact professional financial advice has on clients' lives. At Momentum Growth Solutions, Joanna helps companies accelerate growth by aligning their purpose with their brand and marketing strategies while advising internal teams for sustainable results. Joanna also serves on the Board of Directors for BestPrep, a nonprofit focused on youth financial literacy and career skills. She lives near Minneapolis, Minnesota, with her husband and three sons. Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com [framework@carsongroup.com].

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 potential.  J.J. unravels the art of goal-setting, emphasizing the mindset's role in overcoming challenges and the importance of having a clear, compelling vision.  This episode is packed with insights for financial advisors and anyone ready to take their aspirations to the next level! J.J. Peller discusses: * (03:06) Why setting a grand vision is pivotal for success * (08:04) The importance of mindset in achieving big goals * (12:08) Personal anecdotes about doubling goals and the impact * (17:45) The significance of accountability and mentorship * (19:19) Strategies for committing fully to your goals * And more Resources: * Be Useful: Seven Tools for Life [https://www.amazon.com/Be-Useful-Seven-Tools-Life/dp/0593655958] by Arnold Schwarzenegger * The Science of Change [https://www.amazon.com/Science-Change-Discovering-Individuals-Organizations/dp/0197765114] by Dr. Richard E. Boyatzis Connect with Ana Trujillo Limón:  * Carson Group LLC [https://www.carsongroup.com/] * LinkedIn: Ana Trujillo Limón [https://www.linkedin.com/in/anatlimon/] Connect with J.J. Peller: * Carson Coaching [https://www.carsongroup.com/coaching/] * J.J. Peller [https://www.jjpeller.com/] * LinkedIn: J.J. Peller [https://www.linkedin.com/in/jjpeller/] About Our Guest:  J.J. Peller helps ambitious, driven, growth-minded financial advisors maximize their potential so they can thrive in life and business. He believes that human potential is virtually limitless. Like 99.99% of people around the world, most have only scratched the surface of their greatest potential—a category J.J. acknowledges he is in as well.  J.J. is passionate about using his coaching skills to help financial advisors tap more of their potential, enabling them to deliver even greater value to even more people. He started his career as a financial advisor and witnessed firsthand the importance and meaningful impact financial advisors have on people’s lives.  Over time, J.J. realized his personal gifts, skills, and passions aligned more with helping advisors nationwide become the greatest version of themselves, so they can serve their clients at the highest level possible.  Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com [framework@carsongroup.com].

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 firms could transform relationships and drive profitability in a digital-first world. Drawing from her client strategy and business growth expertise, Tammy also shares actionable steps for creating exceptional experiences that keep clients thriving and engaged. Tammy discusses: * How consistent service models and strategic client segmentation could define and elevate client experience excellence, ensuring maximum impact * The value of leveraging advisory councils to gather client feedback, uncover blind spots, and focus on what matters most to clients * Ways to optimize time and efficiency by delegating routine tasks and using AI-driven tools for personalized communications and seamless meeting follow-ups * The role of transparency in building trust, including how addressing mistakes honestly strengthens client relationships and loyalty * Strategies for implementing meaningful changes, such as focusing on one or two key improvements annually for sustainable growth * How technology and human interaction can create a standout client experience in a digital-first world * And much more! Resources: * Zocks [https://www.zocks.io/] * Morningstar [https://www.morningstar.com/] * Ep. 194: Tammy Breitenbach: Helping Advisors Transition Their Business [https://www.carsongroup.com/insights/blog/tammy-breitenbach-helping-advisors-transition-their-business/] Connect with Ana Trujillo Limón:  * LinkedIn: Ana Trujillo Limón [https://www.linkedin.com/in/anatlimon/] * Carson Group LLC [https://www.carsongroup.com/] Connect with Tammy Breitenbach: * LinkedIn: Tammy Breitenbach, ACC, MBA [https://www.linkedin.com/in/tammybreitenbach/] * Carson Group LLC [https://www.carsongroup.com/insights/blog/team-members/tammy-breitenbach/] About Our Guest:  Tammy Breitenbach, ACC, MBA, is an Executive Business Coach at Carson Coaching. Tammy finds a business’ unique ecosystem by understanding the history, the team, and what makes each practice tick. She can advise how to implement improvements or processes in a way that will work effectively for them. Tammy is passionate about helping advisors draw absolute satisfaction from their practices – that includes running a business that functions well to support their more significant wants and purpose in life. Before joining Carson Group in 2018, Tammy spent 10 years of private consulting as the Principal Consultant of Catalyst Partners, a company she founded in 2008. At Catalyst, Tammy specialized in providing hands-on business counsel and leadership advice exclusively to owners of Independent RIAs and their key staff to help them grow stronger, more profitable businesses. Send us your questions; we’d love to hear from you! Email us at framework@carsongroup.com [framework@carsongroup.com].