Best Tammy Trujillo Podcasts (2025)

1
Larry and Denise Sprung: How Mitlin Financial Redefines Client Relationships 44:26

6M ago44:26

44:26

What makes a client relationship truly exceptional in today's financial world? In this episode, Ana Trujillo Limón, Director, Editorial, chats with Larry and Denise Sprung from Mitlin Financial about crafting a world-class client experience. The Sprungs share the heartwarming story behind their firm's name and reveal how their approach goes beyond …

1
Sarah Cain: Elevate Your Financial Practice with World-Class Client Experiences 28:37

6M ago28:37

28:37

What does it truly mean to provide a world-class client experience? In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Sarah Cain, VP of Carson Coaching. Together, they unravel the art of moving beyond the basics of financial services to create interactions that clients rave about. Listen in as they explore how sm…

1
Joanna Ehresman and Leah Alter: Amplifying Women’s Voices in Financial Services 29:55

7M ago29:55

29:55

Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services. In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare Podcast. Together, they explore the transformative power of c…

1
The Miche Story Part 5 28:47

7M ago28:47

28:47

No more ''sight unseen" for Angelique Parsons. After making the move from working with a Chinese company to manufacturing Miche in Vietnam, Angie and her three partners decide to go see the factory firsthand and meet the people who would be joining the Miche team. During a ten day trip to Vietnam, Angie learns that she not only has a new manufactur…

1
J.J. Peller on The Power of Setting Big Goals 27:58

7M ago27:58

27:58

Are your goals big enough to bring transformation, not just transactions, into your life? This week, Ana Trujillo Limón, Director, Editorial, sits down with executive business coach J.J. Peller to explore the power of setting ambitious goals. Join the conversation as they delve into why thinking beyond "realistic" goals can unlock your true potenti…

1
The Miche Story Part 4 22:01

7M ago22:01

22:01

They say that when one door closes, another one opens. Well in the case of Miche, Angelique Parsons slammed the door on China after the first shipment of all-important base bags was not quite up to par, shall we say. What started out as a disaster turned into the best thing that could have happened as Angie found the perfect company to produce Mich…

1
Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA 26:40

7M ago26:40

26:40

Is your client experience helping you grow—or driving business away? Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how fi…

1
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC 32:29

8M ago32:29

32:29

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 prese…

1
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA 33:03

8M ago33:03

33:03

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 an…

1
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS® 30:38

9M ago30:38

30:38

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 …

1
The Miche Story Part 3 27:23

9M ago27:23

27:23

Have you ever had one of those days when just nothing seemed to go right? We all have...but wait until you hear this episode of The Miche Story! Angelique Parsons tells us the story of how she was anxiously awaiting her first shipment from her Chinese supplier only to get it hung up at the port. But that wasn't the worst of it. When she finally got…

1
Finale 39:28

9M ago39:28

39:28

Send us a Text Message! We'd love to hear from you! Join Rick Thomas and Tammy Trujillo for the Finale chapter of Rick's best-selling book The Tiger Whisker. Over the last year and a half, Rick has shared many of the details of his life and journey as he reached his dream of performing with majestic tigers in Las Vegas. In this finale episode of No…

1
Everyone Has a Story to Tell 40:06

9M ago40:06

40:06

Send us a Text Message! We'd love to hear from you! Yes, everyone really does have a story to tell and while many people don't think their story might be that important, it possible that it could have a lasting impression on someone. In this final chapter of world famous magician Rick Thomas' book The Tiger Whisker, Rick tells Tammy Trujillo about …

1
The MIche Story Part 2 23:55

9M ago23:55

23:55

We've probably all had this happen. You finally find a product that you really like and suddenly the company stops making it. It's infuriating and you grab up all the ones left in the stores that you can...but eventually they run out. As the story of the Miche Interchangeable Handbag continues, Angelique Parsons tells Tammy what it was like waiting…

1
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa 38:40

9M ago38:40

38:40

Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant Professor at The Wharton School, joins Ana Trujillo Limón, Director, Editorial, to reveal the surprising factors behind client resistance and how financial advisors…

1
The Miche Story Part 1 20:10

10M ago20:10

20:10

Miche - it's a handbag that has a fan club, a worldwide following, is ever changing and has one of the most unique back stories you have probably ever heard. Welcome to Miche Lives, a podcast about the interchangeable handbag that swept the nation and how it has returned better than ever and updated to today's fashion standards. In this episode, co…

1
You're Not Alone 38:32

10M ago38:32

38:32

Send us a Text Message! We'd love to hear from you! Sometimes we all feel alone - even if there are people all around us. But world-reknown illusionist Rick Thomas says that's not really the case. In this episode - based on Chapter 54 of his book The Tiger Whisker, Rick says we're actually all in this life together. He tells co-host Tammy Trujillo …

1
Beyond the Magic 48:37

10M ago48:37

48:37

Send us a Text Message! We'd love to hear from you! Everything does come to an end - not that we really like to think about it. But that's what World Famous Illusionist Rick Thomas talks with Tammy Trujillo about in this episode based on Chapter 53 in his book The Tiger Whisker. Rick has been thinking for the past few years about what happens when …

1
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients 21:30

10M ago21:30

21:30

Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights. In this episode, Ana Trujillo Limón, Director, Editorial, speaks with Andres Mazabel, Head of Advisor Sales at Trust & …

1
The Human Race is Amazing 46:10

10M ago46:10

46:10

Send us a Text Message! We'd love to hear from you! People can do amazing things...and in this chapter of his book, The Tiger Whisker, World-Renowned Illusionist Rick Thomas talks about some of the amazing people who have influenced his life and career. Along with co-host Tammy Trujillo, Rick talks about how the dreams of others are all around us a…

1
How Mowing the Lawn Can Teach You Focus 42:39

10M ago42:39

42:39

Send us a Text Message! We'd love to hear from you! Mowing the lawn has been a big deal for World-Famous Illusionist Rick Thomas for a long time. In his book, The Tiger Whisker, Rick explains how his Dad told him that no matter how successful he became, mowing the lawn would always be his responsibility. In Chapter 51 of the book, Rick tells Tammy …

1
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning 38:40

11M ago38:40

38:40

Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population. In this episode, Ana Trujillo Limón, Director, Editorial, dives into this month’s topic, estate planning and longevity planning, with Keena Pettijohn, CEO a…

1
Korea 41:02

11M ago41:02

41:02

Send us a Text Message! We'd love to hear from you! In magic and in life, not everything is what it seems and that's what this episode of Nothing Happens Until You Dream is about. Based on famed illusionist Rick Thomas' book The Tiger Whisker, this week's chapter pulls back the curtain on just how unglamorous the life of a celebrity can be. Imagine…

1
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients 27:12

11M ago27:12

27:12

On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoiding money talk with a client is an impossibility, it’s still a good idea to keep religion and politics out of the conversation. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Megan Belt, Director of Public…

1
Don't Forget to Pass the Spoon 36:47

11M ago36:47

36:47

Send us a Text Message! We'd love to hear from you! Communicating can be tricky and in this epsiode - based on Chapter 49 of world famous illusionist Rick Thomas' book The Tiger Whisker - he explains a rather unique way his family had of making sure everyone in his family got his or her say in group discussions. He tells Tammy Trujillo that it real…

1
Greg Opitz: Client Communication Strategies for Election Years 32:59

11M ago32:59

32:59

Data shows that regardless of who is currently in office, the ebb and flow of the markets and economy continues to move to its own rhythm. Opinions and emotions go hand in hand and can often create biases when discussing financial plans with a client. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes back …

1
What Separates Winners from Losers 51:10

12M ago51:10

51:10

Send us a Text Message! We'd love to hear from you! Sometimes you win and sometimes you lose! From Chapter 48 of world-famous illusionist Rick Thomas' book The Tiger Whisker, Rick tells Tammy Trujillo what it takes to be a winner...and it might not be what you think. Rick talks about the secret to success and how to recover from failure so you can …

1
Soul Cats - How Feline Friends Teach Us to Live from the Heart 48:56

12M ago48:56

48:56

Click here to send us a text message! We would love to hear from you! Our guest is Tamara Schenk, author of the new book Soul Cats. She tells us how her Soul Cats Max, Flix, and Howy all helped her find her mission and you'll discover how your cats may be trying to guide you too - all you have to do is learn to listen. It's a fascinating discussion…

1
The Cost of Success 45:44

12M ago45:44

45:44

Send us a Text Message! We'd love to hear from you! Everything has a price and in Chapter 47 of his book The Tiger Whisker, world-famous illusionist Rick Thomas talks about how high that price can be. Rick talks with Tammy Trujillo about the phrase "Be careful what you wish for" and an interview that with actor Keanu Reeves that got Rick thinking a…

1
My Life Washed Through Me 44:55

12M ago44:55

44:55

Send us a Text Message! We'd love to hear from you! World-famous illusionist Rick Thomas knows what it is have the rug pulled out from under him. When the pandemic hit, theaters across the country suddenly closed and that meant all the shows on his calendar vanished. In this episode from Rick's best-selling book The Tiger Whisker, Rick talks with c…

1
Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services 37:42

12M ago37:42

37:42

How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Eric Ludwig, PhD, CFP®, Asst. Prof. of Retirement Income, Director: Center for Retirement Income, RICP Program Director, The American College of Financial Serv…

1
Fire Cats The Shannon Jay Story Part 3 8:08

12M ago8:08

8:08

Click here to send us a text message! We would love to hear from you! The final part of our conversation with the amazing Shannon Jay. His uncanny understanding of feline behavior has led to countless cats being rescued from disasters or who have simply gotten lost and have been reunited with their families. In this episode, he tells Tammy Trujillo…

1
They Said Don't Close the Theater 56:00

12M ago56:00

56:00

Send us a Text Message! We'd love to hear from you! Throughout the Rick Thomas' book The Tiger Whisker, Rick's talked about having a Plan B, which is great advice. But when the pandemic hit, there was very little time to think about what was coming next. In this chapter, Rick talks with Tammy Trujillo about how Branson didn't want to close it's the…

1
Samantha Allen: How AI is Transforming Digital Marketing 25:18

1y ago25:18

25:18

How can financial advisors best leverage AI to revolutionize their digital marketing efforts? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice President of Digital Marketing at Carson Group, to explore the intersection of digital marketing and the financial services industry. Samantha…

1
Fire Cats: The Story of Shannon Jay - Part 2 27:48

1y ago27:48

27:48

Click here to send us a text message! We would love to hear from you! Super cat rescuer Shannon Jay tells more stories about his amazing rescues including the story of a cat whose family was so sure he was dead that they held a funeral for him and another feline who crossed one of the tallest mountain ranges in Utah to get back home. As Shannon say…

1
Magic Has Been My Life 56:35

1y ago56:35

56:35

Send us a Text Message! We'd love to hear from you! Magic has been Rick Thomas' life since he was about 7 years old and performed his first illusion of many for his mother. Since turning professional at the age of 17, Rick's magic has taken him all over the world, but Las Vegas was his Plan A! And he made it - performing for more than 15 successful…

1
Miche Lives So Live Miche 1:29

1y ago1:29

1:29

In our fast-paced world, sometimes we don’t have time for the simple things…things as simple as changing out our purse for the perfect one to match the outfit of the day. Hmmm….remember Miche purses…the beautiful and amazing interchangeable purses! Miche is back! Join Angelique Parsons and her co-host Tammy Trujillo for the latest from the exciting…

1
Fire Cats: The Story of Shannon Jay - Part 1 27:13

1y ago27:13

27:13

Click here to send us a text message! We would love to hear from you! For most pet parents, losing their animal is their worst nightmare. But what happens when that nightmare is part of an even bigger one. Thousands of people every year here in the United States lose their homes, cars, belongings and yes, their pets to wildfires. For most, all they…

1
The Shut Down 45:22

1y ago45:22

45:22

Send us a Text Message! We'd love to hear from you! 2020 started out as a very good year for world famous illusionist Rick Thomas. He had just embarked on an extended tour but like for so many people, in March of 2022, the world as we knew it simply shut down. In Chapter 43 of his book The Tiger Whisker, Rick tells Tammy Trujillo about how he and h…

1
Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in Investment 34:33

1y ago34:33

34:33

Want to learn how female entrepreneurs are reshaping the investment landscape? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group. They explore the …

1
Leaving Las Vegas 54:47

1y ago54:47

54:47

Send us a Text Message! We'd love to hear from you! What happens when you achieve your dream and then lose it. That's what happens in Chapter 42 of Rick Thomas' book The Tiger Whisker. World famous illusionist Rick Thomas talks with Tammy Trujillo about his difficult decision to leave Las Vegas, the place he had dreamed of performing since he was a…

1
The Story of Vince 4:03

1y ago4:03

4:03

Click here to send us a text message! We would love to hear from you! Vince is a beautiful German Shepherd-Malinois who ended up abandoned at a groomer's in Southern California. A coupe in Texas heard about him and fell in love, but how to get him from over 800 miles away. Randy Hill with the animal transport company The Rescue Riders made the trip…

1
Reality TV has a Price 42:17

1y ago42:17

42:17

Send us a Text Message! We'd love to hear from you! In this episode of Nothing Happens Until You Dream, world famous illusionist Rick Thomas talks about a woman who waited 80 years for her dream to come true...and about one of his own dreams that almost came true and one that is about to come true! This episode is based on Chapter 41 of his book Th…

1
Coming Soon - A Podcast Your Pet Doesn't Want You to Miss! 1:02

1y ago1:02

1:02

Click here to send us a text message! We would love to hear from you! What does USA stand for? Well, to us, it stands for the United States of Animals where all people and animals are created equal. I’m Tammy Trujillo and while you may know me as a national radio news anchor, I’m also a huge animal lover and a certified animal behaviorist. If you s…

1
Jake Bleicher, CFA: Carson's Women's CEO Fund 24:42

1y ago24:42

24:42

Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women's CEO Fund. Jake shares his unique journey from pre-med to the finan…

1
No Man or Woman is an Island 48:42

1y ago48:42

48:42

Send us a Text Message! We'd love to hear from you! You've heard the phrase, but what does it really mean? In this episode of Nothing Happens Until You Dream - based on world-famous magician Rick Thomas' book The Tiger Whisker, Rick explains how others influenced him in his career and that helped him to achieve his dream. He tells Tammy Trujillo ab…

1
Please Enjoy the Journey 41:14

1y ago41:14

41:14

Send us a Text Message! We'd love to hear from you! Sometimes we are so focused on a goal that we don't really appreciate what happens along the way in reaching it. In this episode, world-famous magician Rick Thomas tells Tammy Trujillo about how he learned that it pays to be in the moment and enjoy yourself wherever you are, even if it is not wher…

1
The Potholes of Zimbabwe 40:54

1y ago40:54

40:54

Send us a Text Message! We'd love to hear from you! We all know about potholes...they can ruin your tires or even your car. But in this episode, based on Chapter 38 of famed illusionist Rick Thomas' book The Tiger Whisker, he tells Tammy Trujillo about potholes he saw that are unlike any you have probably ever encountered. He saw them during a visi…

1
Greg Opitz: EQ in Financial Planning 24:46

1y ago24:46

24:46

How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly impact your success as a financial advisor and enrich your personal life. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks…

1
A Humbling Experience 48:12

1y ago48:12

48:12

Send us a Text Message! We'd love to hear from you! Have you ever had something relatively simple happen to you that changed you in a big way. That's what this epsiode based on Chapter 37 of Rick Thomas' book The Tiger Whisker is all about. Rick tells Tammy Trujillo about several experiences in his life that have had a lasting impact on him, even t…

Podcasts Worth a Listen

Tammy Trujillo Podcasts

Podcasts Worth a Listen

Quick Reference Guide