Framework with Ana Trujillo Limón

Laura Garfield & Sharon Gottula: When Story Meets Finance


Listen Later

In this episode of Framework, Laura and Sharon explore the serendipitous story of how they transitioned from making videos for the wine industry to financial services, while learning the lessons of how to be a rockstar on camera, as they search the heavens for the perfect answer.

"Relationships are front and center and building trust is so important. And when you have those kind of as goals, then cookie cutter video doesn't necessarily help you get there."

Laura and Sharon are the co-founders of Idea Decanter, a video production company that specializes in creating custom content for financial advisors. They have a wealth of experience in the wine industry and are passionate about helping advisors create videos that build trust with their audience.

In this episode, you will learn the following:

1. How Idea Decanter found its’ way from wine to the finances.
2. The techniques to make an advisor look like a "rock star" on camera.
3. Exploring the idea of customizing video content to build trust with clients.

Loved this episode? Leave us a review and rating here:
https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

...more
View all episodesView all episodes
Download on the App Store

Framework with Ana Trujillo LimónBy Carson Coaching

  • 5
  • 5
  • 5
  • 5
  • 5

5

98 ratings


More shows like Framework with Ana Trujillo Limón

View all
Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,286 Listeners

Marriage Kids and Money: Personal Finance for Families by Andy Hill

Marriage Kids and Money: Personal Finance for Families

590 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

179 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

587 Listeners

Control Your Retirement Destiny by Dana Anspach

Control Your Retirement Destiny

45 Listeners

The Long View by Morningstar

The Long View

884 Listeners