Framework with Ana Trujillo Limón

Odaro Aisueni: Get Ready for Gen Z Advisors


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In the past, advisors sometimes took a circuitous route to their profession via roles at brokerage firms, insurance companies and altogether unrelated workplaces. But the rise of undergraduate financial planning programs is letting college students jump in to advising from the start. 

Just ask Odaro Aisueni, wealth planning administrator with Carson Group. Odaro majored in personal financial planning at Texas Tech University, a program that showed him not only how to work with clients, but also how to market himself and build his brand. For Odaro, who says he's been on social media since third grade, that means having a big online presence.

You can find show notes and other information at CarsonGroup.com/Framework.

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Framework with Ana Trujillo LimónBy Carson Coaching

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