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 present delegation as a strategic approach to maximizing efficiency and personal growth. They share a practical framework for tapping into team strengths, engaging gig workers, and embracing technology to streamline operations.

Jessica also explores AI's impactful potential in financial advisory. Tools like Otter and Zocks help advisors summarize meeting notes, craft client communications, and spark creative ideas, freeing up time to focus on what matters most.

Listeners will gain actionable insights to deepen client relationships, optimize their workflows, and step into the work they love most, leaving routine tasks to trusted team members and cutting-edge tools.

Jessica Discusses:

• Building Effective Teams: Use tools like the Kolbe assessment to delegate tasks aligned with team members’ natural strengths
• Improving Client Experiences: Free up time for personalized attention, especially during sensitive moments
• Practical Delegation Tips: Start small—identify two tasks to delegate this month. For guidance, try Carson Coaching’s “100 Tasks to Delegate” tool
• And much more!

Resources:

• 100 Tasks Every Advisor Should Delegate
• Otter.ai
• Zocks.io
• Kolbe
• Fiverr
• Upwork
• Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
• Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Jessica Colston:

• LinkedIn: Jessica Colston, MS, PCC
• Carson Group LLC
• Carson Coaching

About Our Guest:

Jessica Colston’s passion is partnering with firm owners to discover the gap between their current situation and their desired success and then working with them to implement strategies that help them pursue their firm’s full potential. A strong advocate of the importance of goal setting and process-based businesses, she sees the timeless concepts outlined in Tested in the Trenches paired with executive coaching as a powerful way already-successful advisors can increase their IQ (Implementation Quotient) and break through plateaus.

Jessica earned her BA in Marketing from Grand Valley State University in Grand Rapids, MI. She later found her passion for coaching and consulting with business owners and earned her Executive and Professional Coaching Graduate Certificate.

Send us your questions; we’d love to hear from you! Email us at framework@carsongroup.com.

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 and strengths. He shares how advisors can go deeper, guiding clients toward true well-being by focusing on the physical, emotional, spiritual, and financial dimensions of their lives.

Listeners will gain actionable insights into building trust and empathy with clients, moving them from “okay” to “great,” and creating more meaningful financial relationships that help clients thrive.

Brian discusses:

• Why traditional behavioral finance often misses the point by pathologizing normal human behaviors
• How a human-centric approach helps advisors support clients’ full well-being—physical, emotional, spiritual, and financial
• Shaping Wealth’s four-part model of flourishing, and how it lets advisors step into dual roles as “mechanics” for technical planning and “guides” for life’s big transitions
• The power of emotional intelligence (EQ) in building trust, empathy, and more impactful client relationships
• Why understanding “money stories” helps advisors connect with clients on a deeper level by exploring what money really means to them
• The future of behavioral finance—using insights from positive psychology to help clients live richer, more fulfilling lives
• And much more!

Resources:

• "The Geometry of Wealth" by Brian Portnoy
• "How I Invest My Money" by Brian Portnoy and Joshua Brown
• "The Investor's Paradox" by Brian Portnoy

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Brian Portnoy:

• LinkedIn: Brian Portnoy, CFA
• Shaping Wealth

About Our Guest:

Brian Portnoy is the founder of Shaping Wealth, a consultancy focused on helping advisors integrate human-centric, holistic approaches into wealth management. His insights on behavioral finance and emotional intelligence are transforming how advisors support clients through all aspects of life, emphasizing human flourishing over technical solutions alone.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

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 events.

Drawing on Bruce Feiler's concepts of "flashbulb moments" and "life quakes," Erin shares actionable steps for incorporating empathy and structure into planning.

Listeners will learn how to apply behavioral finance insights, overcome decision paralysis, and enhance client outcomes through strategic environment adjustments and refined financial approaches.

Erin discusses:

• How change management principles help advisors guide clients through career changes, loss, and other significant life events
• The influence of "flashbulb moments" and "life quakes" on financial behaviors, and how advisors can navigate these pivotal experiences using Bruce Feiler's framework
• The five stages of change—pre-contemplation, contemplation, preparation, action, and maintenance—and how to support clients through each stage, especially when partners are at different phases
• Common behavioral biases, including money avoidance, money worship, and money vigilance, and tools like the "postcard exercise" to uncover clients' financial priorities
• Effective methods for overcoming decision paralysis to help clients move past indecision, address biases, and achieve aligned financial goals
• How small changes in the environment, inspired by Dr. Wendy De La Rosa's insights, can enhance financial discipline, such as pairing budgeting with rewards
• The importance of continuous learning in behavioral finance, with recommendations for certifications like the Behavioral Financial Advisor (BFA) for practical application
• And much more!

Resources:

• Bruce Feiler
• Ep. 254: Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Erin Wood:

• LinkedIn: Erin Wood, CFP®, CRPC®, FBS®
• Sweet Financial Partners
• Carson Wealth

About Our Guest:

Erin Wood is an experienced financial planning professional with a focus on behavioral finance and change management. She helps clients and advisors navigate the complexities of life transitions by integrating empathy and evidence-based strategies into financial planning. Erin is passionate about continuous education and practical applications of behavioral finance to create more meaningful client relationships.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.