Learn about the SER Summit for Latinos in FinServ with Ana Trujillo Limon
Ana is a community builder, connector, and award-winning content creator in financial services. She is the co-founder of the SER Summit for Latinos in FinServ and currently serves as a director of coaching and advisor content at Carson Group.
Notes:
In this episode, Shawn, Luis, and Ana talk about:
- Ana’s background and journey into financial services
- The SER Summit for Latinos in Finserv
- The importance of building community to help diversify our industry
- The Mini Money Runners project
And more……..
Resources:
- SER Summit for Latinos in Finserv
- Follow SER on LinkedIn
- Journal of Financial Planning
- Latino Journey to Financial Greatness - Louis Barajas - book
- Wealth Management Edge conference
- Ana’s email if you want to be a sponsor of SER - ana@avanyucreative.com
- Follow Ana Trujillo Limon on LinkedIn
Episode Sponsor:
This episode is brought to you by LLiS. As an extension of fee-only financial advisor firms, LLiS works with advisors and their clients to find the right solutions for life disability, long-term care insurance, annuities, and more. Licensed in all 50 states, their experienced team is here to assist advisors and clients through the life of the policy. For more information, please visit llis.com.
Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.
It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!
Diversity in Action™ is a project of BLX Internship - a program for aspiring black and Latinx financial planners. Visit our website at www.blxinternship.org
