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…
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…
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…
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…
It’s time to get the education out there about reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor…