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Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Unpacking the Trends in Investment

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 dynamics of trends in investing, featuring an insightful discussion on the Women's CEO Strategy and Fund at Carson. As they walk us through their respective journeys and how they contribute to creating a client-centered approach at Carson. Together they discuss: - Erin and Jessica's paths to leadership in the financial industry - The integration of Carson's values in investment strategies - An inside look at the Women's CEO Fund and its significance - Current trends in investing, including the impact of AI - The impact of behavioral finance on investment trends and client relationship - And more! Resources: Facts Vs. Feelings Podcast with Ryan Detrick & Sonu Varghese - https://www.carsongroup.com/insights/... Carson Group - Research - https://www.carsongroup.com/insights/... Rock The Street, Wall Street - https://rockthestreetwallstreet.com/ Connect with Ana Trujillo Limón: Carson Group LLC - https://www.carsongroup.com/ LinkedIn: Ana Trujillo Limón -   / anatlimon   Connect with Jessica Golson: LinkedIn: Jessica Golson -   / jessicalgolson   Connect with Erin Wood: LinkedIn: Erin Wood -   / erin-wood-cfp%c2%ae-crpc-fbs%c2%ae-4554901   About Jessica Golson: Jessica Golson received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses. She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures. Outside of work, Jessica soaks up every second she can with her husband Terrance, and their three amazing children, Wyatt, Jacob, and Adalynn. About Erin Wood: Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nation’s fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. She’s been featured in The Wall Street Journal, Barron’s, NASDAQ and MarketWatch. In 2023, Erin was named “Thought Leader of the Year” at WealthManagement.com’s annual “Wealthies” awards. Erin began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin. She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties. The success of her financial planning career, along with her continued passion for helping others, led Erin to her career with Carson. Outside of work, Erin is committed to providing real-world financial advice and improving financial literacy through efforts like her Financial Flash video series and personal finance content that she regularly contributes to Kiplinger, TheSteet and HerMoney. She’s championed new avenues for bringing women into finance and has acted as a voice for women in financial planning through her work in the CFP’s Financial Advice Working Group. In 2022, Erin led Carson’s inaugural Rock the Street Wall Street program teaching financial literacy topics and sharing potential career paths in finance to local high school students. Erin graduated from Northwest Missouri State University in 2002 with a B.S. in communications and finance. She holds a CERTIFIED FINANCIAL PLANNER designation, as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University. Send us your questions, we’d love to hear from you! Email us at [email protected].