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** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence. In this exclusive episode of our “Automation Chat” podcast from the show floor at Automation Fair 2024, The Journal's Managing Editor Amanda Joshi chats with Max Davitt, Regional Sales Manager with LinMot USA, about the company's linear motors, linear rotary motors and other linear systems. Learn how its linear rotary motors with CIP Sync provide flexibility and speed, combining two electromagnetic servo motors in just one slim housing, enabling combined linear and rotary movements. Also learn about LinMot E-Guides, which are linear guides that can be mounted together to form a gantry or semi-gantry design and can be used with multiple stators on the same guide. And, learn about the company's IP69K-rated motors for harsh environments. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Learn more about LinMot USA. Watch their discussion on YouTube at https://youtu.be/Wp1JmeejejY. Subscribe to The Journal's 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please share this episode with others who would benefit from the information.
** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence. In this episode, Executive Editor Theresa Houck chats with Anthony Murphy, Vice President of Product Management at Plex, by Rockwell Automation, about: How manufacturing is evolving. Plex Connected Worker solutions with step-by-step guidance while automating low-value tasks. How workers use it. How it helps with the skilled worker shortage. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Watch their discussion on YouTube at https://youtu.be/8Pm670QAO9E. Plex Connected Worker solutions. Learn about Plex, by Rockwell Automation. Free eBook, “Quality Management for Dummies,” by Anthony Murphy, VP of Product Management and Brian Martensen, Product Manager, Plex, by Rockwell Automation Subscribe to our 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please hit the Share icon and share this episode with colleagues who would find this information helpful.
** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence. Digitization is accelerating at an unprecedented pace, and advanced technologies are helping manufacturers create a connected environment to increase efficiency and mitigate the skilled worker shortage. In this insightful episode, The Journal's Executive Editor Theresa Houck discusses 8 important industrial automation trends helping companies develop smart industrial plants. You'll learn about smart technologies such as artificial intelligence, edge & cloud computing, digital twins, robots & cobots, connected worker technology, wireless private 5G connectivity and more. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Read Theresa's full, comprehensive article from the February 2025 issue of The Journal. Subscribe to The Journal's 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please share this episode with colleagues who would benefit from the information.
** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence. In this episode, Executive Editor Theresa Houck chats with Griffin Hodnett, Product Manager of Automation at Mettler-Toledo, about the company's IND360 MultiACM weight indicators for automated tank/vessel weighing. You'll learn how these weight indicators are designed for easy integration into automation systems to minimize complexity for OEMs, system integrators and end-users, and help customers set up tank systems quickly and get additional data from tank weighing scales. Individual weight values are available for up to 4 strain gauge load cells for better condition monitoring. The LoadAdvisor feature provides live guidance for commissioning tank systems, cutting costs, eliminating errors and improving measurement accuracy. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Watch Theresa & Griffin's discussion on YouTube at https://youtu.be/60G1AGb-6aw. Details about the IND360 MultiACM. Video of IND360 MultiACM — Enhanced Data Insights for Analog Load Cells. Video of IND360 MultiACM Configuration Using LoadAdvisor. Subscribe to our 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please hit the Share icon and share this episode with colleagues who would find this information helpful.
In this exclusive episode of our “Automation Chat” podcast from the Automation Fair 2024 show floor, The Journal's Managing Editor Amanda Joshi talks with Mike Wurster, Director of Strategic Alliances and Dave Ulmer, Channel Support Engineer at Stratus Technologies. Learn about the company's ztC Edge, a secure, zero-touch, DIN-rail mountable edge-computing platform with built-in virtualization and fault-tolerant workload protection. With industrial interoperability and OT manageability, it enables quick, easy delivery of both highly available and fault-tolerant virtualized edge applications. Also learn how the company collaborates with Claroty, Fortinet and Rockwell Automation to include pre-validated cybersecurity protection. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Watch their discussion on YouTube at https://youtu.be/rAW7qSGVu_I. Learn more about Stratus Technologies. Subscribe to The Journal's 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please share this episode with others who would benefit from the information. ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence. In this episode, Executive Editor Theresa Houck tells you what topics we're covering in the next edition of The Journal From Rockwell Automation and Our PartnerNetwork magazine — our February 2024 issue. Our print magazine mails February 25, and our digital issue launches February 27. Learn about upcoming stories on: Data-ready machines that help users increase efficiency & business value. How a chocolate maker improved packaging-line throughput. Risks of unpatched software in consumer packaged goods operations. Highlights from the 2024 Automation Fair event. Top industrial automation trends of 2025. And as always, get your family-friendly, silly Joke of the Day. Resources: To subscribe to our 4 print magazines (Feb., May July and Oct.), e-mail Anna Hicks at ahicks@endeavorbusinessmedia.com. Subscribe to our 4 digital magazines by visiting http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please hit the “Share? icon share this episode with colleagues who would benefit from the information.
In this special episode of our “Automation Chat” podcast from the Automation Fair 2024 expo floor, The Journal's Managing Editor Amanda Joshi talks with Garrett Edwards, Director of Product Management and Marketing at Spectrum Controls. Learn about the company's Universal Industrial Gateway with 12 protocols, a single-box solution for multidevice/multiprotocol systems that's now ODVA compliant, meaning it's EtherNet/IP™ capable. Also learn about developments on its 5069-OV16F-SC output module and 5069-IV16F-SC input modules for Allen-Bradley® Compact 5000™ I/O systems from Rockwell Automation, and Spectrum's 1769 OV and IQ I/O modules. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Watch their discussion on YouTube at https://youtu.be/rEGyT9IfkxU. Learn more about Spectrum Controls. Subscribe to The Journal's 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please share this episode with others who would benefit from the information. ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
In this exclusive episode of our “Automation Chat” podcast from the Automation Fair 2024 show floor, The Journal's Managing Editor Amanda Joshi talks with Greg Jackson, Chief Operating Officer and John Oskin, Senior Vice President with SmartSights. You'll learn about the company's Peer issue-management accelerator for real-time intelligent alarms, alerts and engineer-to-operator collaboration for its WIN-911 machine & process alarms notification suite. Also learn how SmartSights has made it easier for system integrators and distributors to install, configure and deploy its systems. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Watch their discussion on YouTube at https://youtu.be/_fmJz9Cr250. Learn more about SmartSights. Subscribe to The Journal's 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please share this episode with others who would benefit from the information. ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence. In this special episode of our “Automation Chat” podcast from the expo floor at Automation Fair 2024, The Journal's Managing Editor Amanda Joshi talks with Endress+Hauser's Jason Pennington, Director of Digital Solutions and Keith Riley, Product Marketing Manager of Level+Pressure, about the company's new compact, Bluetooth-enabled process measurement instrumentation for hygienic applications in industries such as food and beverage, life sciences, water wastewater, etc. The product line includes Vibronic point level detection Liquiphant models, a vibration point level switch for safe liquid overfill prevention; Cerabar hygienic pressure transmitter; and Micropilot radar transmitter. Communication protocols include 4-20MA HART and I-O Link. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Learn more about Endress+Hauser. Watch their discussion on YouTube at https://youtu.be/-p1YBQeXR0w. Subscribe to The Journal's 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please share this episode with others who would benefit from the information.
In this episode of our “Automation Chat” podcast from the show floor at Automation Fair 2024, The Journal's Managing Editor Amanda Joshi has an exclusive interview with Sumant Vashisht, Product Solutions Manager, Hammond Power Solutions (HPS). Learn about the HPS Smart Transformer that incorporates an HPS low or medium voltage transformer with a pre-installed IIoT-connected power meter. It enhances predictive maintenance and helps prevent power loss by using real-time monitoring and advanced analytics to provide users with insights into transformer and electrical system health. Ideal for manufacturing, data centers, hospitals and other critical applications. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Learn more about Hammond Power Solutions. Watch their interview on YouTube at https://youtu.be/wi2Dpq1hyTQ. Subscribe to The Journal's 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please share this episode with others who would benefit from the information. ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
In this special episode of our “Automation Chat” podcast from the expo floor at Automation Fair 2024, The Journal's Managing Editor Amanda Joshi chats with Justin Stewart from Advanced Micro Controls Inc. (AMCI) about the company's motion control technology, now with CIP Sync that allows for precise time synchronization between multiple devices on an EtherNet/IP network. This enables coordinated motion control with minimal latency across different devices within a system. Also see new features such as Safe Torque Off, IP67 environmental protection, absolute encoder feedback and more. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Watch their discussion on YouTube at https://youtu.be/E_O5K32PsUE. Learn more about AMCI. Subscribe to The Journal's 4 digital magazines at http://rok.auto/thejournal-subscribe. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please share this episode with others who would benefit from the information. ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
This is a special encore presentation of our #3 most popular episode of 2024! As advancements in cybersecurity have improved detection and response capabilities, managing the immense amounts of data required by AI-based cyber solutions remains a challenge. So, in this episode, we chat about how edge computing can enhance cybersecurity. Executive Editor Theresa Houck is joined by Valerie Schneider, Business Development Manager and Mike Wurster, Director of Strategic Alliances with Stratus Technologies to discuss: The biggest cyberthreats facing manufacturers & producers. How industrial firms can deal with these cyberthreats. How AI can be integrated with existing OT security technologies & processes to provide a comprehensive Defense-in-Depth strategy. How AI can enhance threat detection & response in OT environments. Best practices for improving cybersecurity. How edge computing & virtualization let users consolidate multiple applications on a single platform, allowing cybersecurity protocols to integrate with applications like HMI, SCADA, MES and batching. How to balance security measures with usability & productivity. Steps for improving OT cybersecurity without significant investment or disruption to operations. You can also watch their discussion on YouTube at https://youtu.be/0kQ1c3z36MM. Resources from this episode: Stratus & Rockwell Automation Partnership: “Together, Simplifying Edge Computing for the Connected Enterprise.” Analyst Brief: “Virtualization with Stratus Zero-Touch Computing Platforms.” White Paper: “Edge Computing Bridges IT and OT People, Process, and Technology.” Email Valerie Schneider at valerie.schneider@stratus.com. Email Mike Wurster at mike.wurster@stratus.com. Please tap the Share icon to share this episode with peers who would benefit from the information. And kindly give us a 5-star rating and a review. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
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In this episode, The Journal's Executive Editor Theresa Houck brings the written word to life by reading the article, “How to Perform Wire Insulation-Resistance Testing for Industrial Motors,” from Fluke Corp. It provides guidelines for the process of testing insulation resistance to help make sure equipment runs smoothly and explains how insulation resistance testing can be crucial to a preventive maintenance schedule to help avoid unplanned downtime in manufacturing plants. Resources from the episode: Read the article online: “How to Perform Insulation Resistance Testing.” The Institute of Electrical and Electronics Engineers (IEEE). Fluke Corp.'s podcast, “Important Safety Practices for Electrical Testing Tools.” Listen on your podcast app or on the web. To subscribe to our 4 print magazines (Feb., May, July and Oct.), e-mail Anna Hicks at ahicks@endeavorbusinessmedia.com. Subscribe to our 4 digital magazines at http://rok.auto/thejournal-subscribe. Please give us a 5-star rating and write a review — it helps us, and we appreciate it. And hit the Share icon to share this episode with peers who would benefit from the information. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on YouTube. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
In this episode, Executive Editor Theresa Houck tells you what topics we're covering in the next edition of The Journal From Rockwell Automation and Our PartnerNetwork magazine — our October issue. Our print magazine mails October 15, and our digital issue launches October 26. Learn about upcoming stories on: How to modernize plant operations. What's coming at the 2024 Automation Fair event. How to select edge computing technology for oil & gas operations. How to improve OEE through predictive maintenance. Why VFD cable choices & installation matter. And as always, get your family-friendly, silly Joke of the Day. Resources: To subscribe to our 4 print magazines (Feb., May July and Oct.), e-mail Anna Hicks at ahicks@endeavorbusinessmedia.com. Subscribe to our 4 digital magazines by visiting http://rok.auto/thejournal-subscribe. If you like “Automation Chat,” please leave us a 5-star rating and a review. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
In this episode of our “Automation Chat” podcast, Executive Editor Theresa Houck chats with Todd Gilliam, North American CPG Industry Leader at Rockwell Automation, and Monté Vander Velde, Senior Project Manager with CRB Group. Both companies recently released comprehensive reports: one about the consumer packaged goods industry, and one focused on the food and beverage industry. This conversation is a great in-depth look into industry trends. They talk about key takeaways from each report, including: Top challenges identified by survey respondents, such as streamlining operations, navigating their digital journey, implementing ESG initiatives and stretching limited capital budgets. How manufacturers are addressing the labor shortage. Benefits of investing in technology for CPG manufacturers. How AI can help with control code, data collection and response to support continuous improvement. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Download the Rockwell Automation State of Smart Manufacturing Report 2024: CPG Edition. Download the CRB 2024 Horizons Digital Age of Food Manufacturing report. Academy of Advanced Manufacturing (AAM) program for finding skilled workers. Subscribe to The Journal's 4 print magazines (Feb., May, July and Oct.) by e-mailing Anna Hicks at ahicks@endeavorbusinessmedia.com. Subscribe to our 4 digital magazines at http://rok.auto/thejournal-subscribe. You can also watch their discussion on YouTube at https://youtu.be/0aN9BNsE7d0. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please subscribe and give us a 5-star rating & a review. ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
In this episode of our “Automation Chat” podcast from The Journal From Rockwell Automation and Our PartnerNetwork magazine, Executive Editor Theresa Houck chats with Ashley David, Product Marketing Manager for Level and Pressure Equipment at Endress+Hauser USA. They discuss: What exactly “smart instrumentation” is in process automation. Where the industry is headed with smart instrumentation and why. Why diagnostics, verification and monitoring functions are vital. How data collected from smart devices is used to improve productivity, cut maintenance costs, reduce paperwork, comply with legal requirements, help ensure safety and more. Smart instrumentation's role in optimizing calibration and cGMP compliance in the life sciences industry. What to know if you're not sure smart devices in process instrumentation are right for you. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Learn about Heartbeat Technology on Proline Promag electromagnetic flowmeters from Endress+Hauser. Learn about benefits of Heartbeat Technology in smart instrumentation. Case Study: New Belgium Brewing refines calibration process. Endress+Hauser website. Subscribe to The Journal's 4 print magazines (Feb., May, July and Oct.) by e-mailing Anna Hicks at ahicks@endeavorbusinessmedia.com. Subscribe to our 4 digital magazines at http://rok.auto/thejournal-subscribe. You can also watch their discussion on YouTube at https://youtu.be/3TlUFOKrkJ4. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please subscribe to “Automation Chat" and give us a 5-star rating and a review. ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
In this episode of our “Automation Chat” podcast from The Journal From Rockwell Automation and Our PartnerNetwork magazine, Executive Editor Theresa Houck chats with Dave Kang, Advisory Solutions Architect at Dragos and Kamil Karmali, Senior Global Commercial Manager, Cybersecurity Services at Rockwell Automation. Get nuts-and-bolts, practical information about strengthening cybersecurity for industrial networks and systems, including: How ransomware attacks have evolved over the past year. Steps you can take to prepare for — and recover from — an attack. Common governance models and decision-making structures. 3 key considerations for developing a unified IT and OT strategy. Workforce needs for an effective cybersecurity strategy. How effective cyber hygiene and risk posture helps reduce risk of cyber incidents. Cybersecurity-related compliance requirements in North America and around the world. Why it's vital for manufacturers to have a business continuity plan. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Blog: 6 Steps to Reduce Industrial Cybersecurity Risks. Q&A with Executive Editor Theresa Houck: Understanding the OT Threat Landscape Helps Manufacturers Improve Cybersecurity Rockwell Automation Manufacturing Industry Cybersecurity web page. Subscribe to The Journal's 4 print magazines (Feb., May, July and Oct.) by e-mailing Anna Hicks at ahicks@endeavorbusinessmedia.com. Subscribe to our 4 digital magazines at http://rok.auto/thejournal-subscribe. You can also watch their discussion on YouTube at https://youtu.be/8Pm670QAO9E. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please subscribe to "Automation Chat" and give us a 5-star rating and a review. ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.
Podcast: Automation Chat (LS 26 · TOP 10% what is this?)Episode: Practical Steps for Protecting IT & OT Systems from Ransomware AttacksPub date: 2024-08-13In this episode of our “Automation Chat” podcast from The Journal From Rockwell Automation and Our PartnerNetwork magazine, Executive Editor Theresa Houck chats with Dave Kang, Advisory Solutions Architect at Dragos and Kamil Karmali, Senior Global Commercial Manager, Cybersecurity Services at Rockwell Automation. Get nuts-and-bolts, practical information about strengthening cybersecurity for industrial networks and systems, including: How ransomware attacks have evolved over the past year. Steps you can take to prepare for — and recover from — an attack. Common governance models and decision-making structures. 3 key considerations for developing a unified IT and OT strategy. Workforce needs for an effective cybersecurity strategy. How effective cyber hygiene and risk posture helps reduce risk of cyber incidents. Cybersecurity-related compliance requirements in North America and around the world. Why it's vital for manufacturers to have a business continuity plan. And as always, get your family-friendly, silly Joke of the Day. Resources from this episode: Blog: 6 Steps to Reduce Industrial Cybersecurity Risks. Q&A with Executive Editor Theresa Houck: Understanding the OT Threat Landscape Helps Manufacturers Improve Cybersecurity Rockwell Automation Manufacturing Industry Cybersecurity web page. Subscribe to The Journal's 4 print magazines (Feb., May, July and Oct.) by e-mailing Anna Hicks at ahicks@endeavorbusinessmedia.com. Subscribe to our 4 digital magazines at http://rok.auto/thejournal-subscribe. You can also watch their discussion on YouTube at https://youtu.be/8Pm670QAO9E. Automation Chat is brought to you by The Journal From Rockwell Automation and Our PartnerNetwork magazine. Find us on LinkedIn. Find us on Facebook. Find us on X (Twitter). Please subscribe to "Automation Chat" and give us a 5-star rating and a review. ** Named “Best Podcast” 3 Consecutive Years! 2022-2024 Apex Award of Publication Excellence.The podcast and artwork embedded on this page are from The Journal From Rockwell Automation and Our PartnerNetwork, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
In this episode, we explore the realm of leadership with the incredible Sarah McArthur, Editor-in-Chief of the Apex Award-winning "Leader to Leader Journal." Broadcasting from the heart of New York, Sarah brings a wealth of experience and knowledge in leadership, management, and executive coaching.Join us as Sarah shares with me her impactful relationships with luminaries like Frances Hasselbein, Alan Mulally, and Marshall Goldsmith, highlighting the transformative essence of authentic leadership. Our discussion highlights Frances Hasselbein's enduring legacy, her lasting impact on organizations like the Girl Scouts of America, and the key leadership principles she stood for.We also talk about Sarah's passion project, a documentary she is currently producing, along with Emmy Award-winning documentarians, David & Beverly Schler—Defining Moments—about her mentor and friend, Frances Hasselbein. Watch for this project in later in 2024.You can reach Sarah at: sarah@sarahmcarthur.comWebsite: www.sarahmcarthur.comLinkedIn: www.linkedin.com/in/sarahmcarthurA little about me: I began my career as a teacher, was a corporate trainer for many years, and then found my niche training & supporting business owners, entrepreneurs & sales professionals to network at a world-class level. My passion is working with motivated people, who are coachable and who want to build their businesses through relationship marketing and networking (online & offline). I help my clients create retention strategies, grow through referrals, and create loyal customers by staying connected. In appreciation for being here, I have a couple of items for you. A LinkedIn Checklist for setting up your fully optimized Profile: An opportunity to test drive the Follow Up system I recommend by taking the 10 Card Challenge – you won't regret it. Connect with me: http://JanicePorter.com https://www.linkedin.com/in/janiceporter/ https://www.facebook.com/janiceporter1 Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a note in the comment section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.Mentioned in this...
On the Schmooze Podcast: Leadership | Strategic Networking | Relationship Building
Today's guest is on a mission to help leaders work together toward a bright future for all. She is editor in chief of the Apex Award-winning Leader to Leader journal, founded by Presidential Medal of Freedom recipient Frances Hesselbein, and partner and trusted advisor to former CEO of Boeing and Ford Alan Mulally, considered one of the greatest leaders of the 21st Century. Her fields of expertise are leadership, management, personal leadership development, and executive and business coaching. For over twenty years, as COO of Marshall Goldsmith Inc., she led many initiatives, projects, and programs, including The 100 Coaches Project. Her expertise supported the success of Marshall Goldsmith's New York Times and Wall Street Journal best-selling books, “Triggers” and “What Got You Here Won't Get You There.” She has authored and edited many books, including “Making Waves” with former CEO of Celebrity Cruises Lisa Lutoff-Perlo and “Work Is Love Made Visible” with Marshall Goldsmith and Frances Hesselbein. Please join me in welcoming Sarah McArthur. Join us for an insightful conversation as Sarah McArthur shares her remarkable leadership journey, her invaluable experiences working with influential figures, and the profound impact of effective communication on shaping a brighter future. In this episode, we discuss:
Join Tina Fascetti, CCO of The Agency Network at MJH Life Sciences for a podcast interview with Ryan Potter, ACD Art, and Priscila Ramos, ACD Copy, from McCann Health as they share the "behind the creative" story of their Apex Award-winning consumer creative campaign for Entresto. The Apex Awards is judged by none other than the people they are aimed to connect with, the patients themselves.
Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life
Show Notes: Today’s conversation is with Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. First as a reporter and now as editor-in-chief for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning and the FPA Next Generation Planner and Practice Management Blog. She also serves on the FPA Diversity Committee and is the co-founder of FPA Latino, a member resource group for Latino FPA members. Today we dive into why financial planning is important, what it means to Ana being a woman and a minority in the field, what the next 5 to 10 years may hold for the financial planning industry, and the steps needed to get into the financial planning industry. Show Highlights: Ana’s newly adapted “pandemic” routine (3:27) Ana shares what financial planning means to her and talks about how it changes people's lives. (5:13) Ana explains why she hired a financial advisor and why everyone should hire one. (7:54) What Ana fields the next 5 to 10 years holds in the industry; how technology will affect clients; and the implications for providers of financial services. (13:45) The effect the pandemic has had on the financial planning industry and what may happen in the future. (17:32) Ana shares her tips on how to find a financial advisor that may best fit your needs. (19:20) Ana’s personal development path and her passion for diversity and inclusion. (27:48) Ana talks about her ideas to help underserved communities get access to financial advice.(31:47) Resources: Check out Ana’s articles on the FPA website by clicking here. Are you a current or aspiring financial professional? Click here to receive tools that will help you become a next-generation financial professional! Watch a video clip of this episode on our YouTube channel by clicking here. To receive a newsletter digest of Jumpstart community happenings, click here. Subscribe to the podcast by clicking here. Want to connect with me? Join my exclusive “tribe” by clicking here. Thanks again for listening, reading, and watching! Conversation Transcript: 00:00:00 Dominique Welcome to conversations for financial professionals, a podcast to help shape the next generation of financial advice. I'm your host Dominique Henderson today's conversation is with none other than Ana Trujillo Limon. The woman who has worked in communications in the media industry for more than a decade, and is the current editor in chief of the financial planning, associations, publications, including the apex award-winning journal of financial planning, the FPA next generation planner, and the practice management blog. You will not want to miss this conversation about understanding the importance of financial planning, where Ana and I talk about why financial planning is so important. She even gives a page from her own personal playbook about why she hired a financial planner. We also talk about where the financial planning industry is headed and the impact that's going to have on consumers as well as providers of financial services. 00:00:56 Dominique We provided a checklist for financial planning in practice. Something that consumers can use to find a good financial planner and financial professionals take note. These are the things that you can be doing to attract your ideal client. You will walk away from this episode, understanding the real importance of financial planning so that you will have the tools to serve your clients. At the next level. Let's get to the conversation with Donna. Welcome to another episode of conversations for financial professionals, where we are shaping the next generation of financial advice. And today we have Ana Trujillo Limon. Ana you've worked in the communications and media industry for more than a decade, first as a reporter, and now as editor in chief for the financial planning associations, publications, including the journal of financial planning and FPA next generational planner and the practice management blog. You also serve on the FPA diversity committee and are the co-founder of FPA Latino, a member resource group for Latino FPA members. 00:02:04 Dominique You enjoy spending time with your husband and your two dogs, Xena and Ballou. Welcome to the podcast. How are you doing today? 00:02:11 Ana I'm doing well. Thank you so much for having me. I'm so excited to be here. 00:02:16 Dominique I'm glad to have you on, I, there's been this weirdness of 2020, that's now behind us and there's just so many moving parts. I, I mean, I was really, happy that you, accepted the invite and whatnot. I think we're going to have some fun today. First of all, we got to know this, you're, I'm a fellow dog owner. What kind of dogs do you have? 00:02:40 Ana Yes, I have German. They're both German shepherd mutts. Xena is a German shepherd Ridgeback mix, and Ballou is a German shepherd, Siberian Husky next. So. 00:02:52 Dominique I have a Collie mix also. 00:02:54 Ana Oh, wow. How cute. I bet he's very fairy. 00:02:57 Dominique Yes. He has hair everywhere. That's going to be a whole nother podcast that we'll have to talk about. Some other points. Your new year now, do you have any, special routines or anything that you do? when It, when we leave one year and come into another, I mean, and especially with this being a, let's call this, let's call it 20 an asterix year because I don't know that we've, I haven't seen this in my years. What are, what are some things that Ana does? 00:03:27 Ana This year, my husband and I usually do a deep clean of our house and kind of rearrange and do new things. So, we rearranged our whole house last weekend and then did a deep clean and got all our groceries set up and have everything. We could have a successful launch to our week and that really helps doing the preparation stuff. Another thing we do is we try to have revitalized focused on our health. My husband's a personal trainer, so it's kind of a blessing and a curse to have a personal trainer as a husband. So we've been going to the gym. We don't usually lift weights together and go to the gym together, but we're trying this new routine out where we actually work out together and it's been really fun. It's been a really nice way to start the day and I, I'm not I'm I just made a resolution like I'm just going to listen to him and not resist what he asked me to do. 00:04:18 Ana And so far it's going well. 00:04:21 Dominique That's good for you and him. Huh? That's great. That's great. Well, I think that's a good segue into the topic for today, which is planning specifically understanding the importance of financial planning. I, I think you are a great person to talk to about this in our short conversations prior to this, I know that obviously kind of serve, let's call them the providers of financial services in a way, because you have the publications and the blog articles and all that kind of stuff that we may provide to consumers of financial services. At the same time, that magazine is not just meant for practitioners, but also shaping the way that we give financial advice. And you also have a financial planner. I think you're an excellent example of what we're talking about today. 00:05:13 Ana Definitely. Yeah. So, so for me, financial advice is just, it's financial guidance that has the ability to change people's lives. I've said it before in other podcasts I've been on, but I didn't even know what financial planning was really until I started this job. Like I'd heard of it. I knew my parents had a financial advisor who was mostly an insurance broker with the title financial advisor. It really is guidance that changes people's lives. It's just, it's an amazing profession and it's really vital just like your doctor or your dentist. It's a really vital service that you need to have. 00:05:47 Dominique Yeah. So talk about that a little bit. I think that you bring a unique perspective, not just because you're a woman, not just because you're a minority, but those things obviously shape your money story, how you were brought up and you say, your parents had, a financial advisor that was, really, probably more into the product sales kind of talk about your perspective as a consumer of financial services and a curator of all this financial content. Like how has it helped maybe your experience as a person that uses the services of a professional? 00:06:23 Ana I think it's made me a more educated consumer, the job that I have in particular, like knowing better, what questions to ask or knowing it brought down that barrier and that intimidation that a lot of people feel when they want to seek out financial services help, because it is kind of scary. It's well, I don't want to be embarrassed and I don't want people to know, I don't know things, but it's like, we don't look at any other profession that way we don't prepare when we go to the doctor and be like, I need to know what I'm going to say to the doctor. They don't think I'm dumb or don't, so that level of intimidation that is there for consumers and potential clients in financial services, is not there for other professions. That's something kind of that, reading more on my own and reading more at work has kind of helped me get over myself. 00:07:11 Ana I think that's a barrier for clients and potential clients that we need to consider moving forward. 00:07:17 Dominique Where do you think that comes from though? That's good. You raise a really good point and insight. That's a good insight because I just went to the doctor for some labs the other day and I didn't, kind of steady up on my hemoglobin levels in my lip panel. I didn't, I didn't do. I'm like, that's what they're there for, like what do I need to know that for? And I don't feel that diminishes me to an extent that I can't interact with that professional, but to your point, you're right. People feel that way when it comes to financial services professionals, some people feel that way, that they need to know a certain amount of information. I don't know, do you have any insights as to why people feel that way? 00:07:54 Ana I think that there's this misconception that we need to know about money and about how money works in the language of money without seeking professional help. I think there's this, I feel like there's a misconception that's perpetuated by social media. Like, oh, look at how successful I am. Look at this house I have with it, these cars I have and people give this carefully cultivated image that they're really good on their own with money. I don't feel like that's the case. A lot of times these carefully cultivated images are just people in a lot of debt or people who do have good financial planners, but then they never say that they never say, I, my financial planner really helped me with, my portfolio and I really did well and here I'm treating myself or whatever. They never talk about that aspect. I, and I think it's a problem that's perpetuated by social media. 00:08:42 Dominique No, I would agree. What if you don't mind sharing what made you hire a financial planner? Because a lot of people would probably just look at your resume on the surface and why did she need a financial planner? She's like already in the industry? She probably knows a lot. What, like what made, what was the personal decision that you came to, as to why you hired one? 00:09:07 Ana Great. Great question. Yeah. I think a lot of times in life, when we, the more we learn, the more we realize, wow, there's more, so much more, I don't know, like, something on the surface and feel like that false confidence, like I really know things, but then you dive deeper. The more I got into this job, the more I was like, I need help. I need, I don't know what I'm doing. This is all very specialized skills. Just like, when I needed help with exercise, I hired a personal trainer or when I needed help with eating right, I hired a nutritionist. I don't know what I'm doing with my money. So I hired a financial planner. That's one of the, my biggest pieces of advice is if you need help and we all do, you should definitely seek out financial planning. 00:09:53 Dominique Okay. And you just made a statement there. I wanna, I wanna, I want to stay there for a minute. You said, if you need help and then you say, well, we all do. I kinda think that, and this is not because I make, most of my living doing this is that I don't know that there's a lot of people on this planet, not just in the US but on this planet that can manage their money and reach their financial goals without a tremendous amount of bias in the situation. Because it's your money you worked for, you feel like you're entitled to this, that, and the other. I think that is the really big obstacle that prevents people from making the best decisions with their money, more than anything, which is the reason why I say it's great to have a financial professional helping you out. 00:10:43 Dominique That's the reason why I kind of believe no one can really do this on their own, my business, a smaller percentage of the population, but you said everyone needs one. You mind expanding upon that a little bit . 00:10:53 Ana Yeah. So I mean, the money language, right. Money is core to everything we do. It's, it's, it helps us buy the homes we live in and the cars we drive and invest in the future. We can help our kids go to college or help pay for things it's central to everything in our lives. If we don't know that language ourselves, and most of us, don't majority of us don't. Even those of us who do have blind spots, right. Even planners need planners because you have those blind spots and I'm going to go back to the medical analogy. Like you're not gonna, get some weird patch, change, chest pain, and then just look it up on the internet and be like, okay, I know what it is. I know I can handle this on my own. You're not going to do that. So it's the same thing with money. 00:11:35 Ana It's like, I didn't understand the concept of compounding interest since I was well into my twenties. I didn't realize that the damage I had done on credit cards in college would have a ripple effect on the rest of my life. These are things that, if you have one impact one generation really does impact the generations coming up behind you. It has those relationships because our relationship with money is tied into how we saw our parents do things and how we see our, even our siblings do things, right? So even if maybe, our parents don't have the best money habits, but then you have a sister who at 21 years old bought her own house, and she's really savvy those kinds of things in print on you and how the ripple effect on the generation. It really, it really is an essential service to manage that central core money language that is central to everything in our lives. 00:12:28 Dominique No, I can't agree more, which is the reason why I'm harping on this subject, so much, cause I've worked with clients that have a lot of, let's call it balance sheet wealth, but inside of them, they feel like they're poor. Since they feel like that inside, it dictates a mindset that creates actions that are not good for them. And eventually they blow through this money. People have seen this before because, athletes or lottery winners or all these people that we've heard that have all these millions of dollars or whatever, it seemed like they have their needs met, but then because they don't have the education or the money, the correct money story that you're like you're alluding to, then they end up losing all that. So, no, I, I would totally agree with that. Let's talk about where from where you sit, you have a really unique view, curating all this content I'm interested to see where you think the financial planning industry is headed. 00:13:28 Dominique I want to look at this question from, really two angles, really from the angle, first of the consumer of financial services. As well as the provider of financial services, like where do you see us going with this thing? And let's call it the next five or 10 years. 00:13:45 Ana Yeah. From the consumer perspective, I feel like, so you participated in our FinTech issue. You answered some questions for me I'm and so that stuff is fresh in my mind of the impact of the pandemic on planning and on technology. Someone brought up a really good point of that. Consumers are going to start to weigh their experiences with financial services, with what they're seeing with technology in the regular consumer space, right? So we have like, they likened it to smart refrigerators and apps that can help us do anything in orders, anything that we want at any time of day. It comes to our doorstep within a few hours within a day. Those types of experiences are going to start to, dictate what clients want from planners and want from their digital experiences in finding, from that perspective and from, the planning perspective, I really feel like financial planning is going to start to have more far reaching effects. 00:14:44 Ana I'm starting to see this trend of more people knowing about it. More people seeing it as that really true like lawyers and like doctors. I think that we're going to start to see that more solidified within the next five and 10 years, that really solid finally becoming the profession that we've always wanted to be in financial planning. And, and because of that, I think that the different models of pricing are going to start to, be more diverse because that's really a barrier to entry for a lot of people. Like I alluded to earlier with that intimidation factor, there's also that I can't afford this factor. I don't have enough assets to do that. There's a lot of myths like misunderstandings out there from consumers who think that they can't afford this or that it's not for them or that it's for only the wealthy or the 1%, but really it's an essential service for everybody. 00:15:36 Ana I'm starting to see, different, business models that are serving more of the majority members. Like for instance, I am a client of facet wealth, is a subscription model based, company. That really was, it kind of got rid of that. I can't afford financial planning services mindset that I had previously had and it made it more accessible. So, I tell all my friends who are maybe, middle income to the lower income spectrum, like, hey, you guys can really afford this. You should try it out, just check it out, have an introductory call. So I think there's going to be start to, we're going to start to see more of these facet wealth business models, more of these models that can serve everybody and reach everybody. 00:16:16 Dominique No, you make a lot of good praise. I'm trying to see where I want to, what tangent I want to go down because, I love the smart refrigerator example in that, as a consumer, I'm just thinking about my own preferences where, I have my groceries delivered largely. I have Amazon prime, but basically delivers everything to my doorstep. All it doesn't make sense really for me. I mean, I guess I could think about it this way, but in my mind, the more and more this evolves, I'm probably not, which is, I don't think I want to go sit down somewhere. Right. And here's a perfect example. So my bank is closing. It's a subsidiary of a bigger bank. It's for small business owners. I got an email yesterday that it's closing. I was like, well, when, and they were like, well, it's not going to be, but it's going to be months, not weeks, but in my mind, I'm thinking, okay, where's another online bank. 00:17:09 Dominique Cause I don't feel like sitting in a bank filling out paperwork because that's not my experience. That's not what I'm used to. I think what I'm hearing you say is that financial services, although not totally there, like if you're coming into this industry in the next five to 10 years, you need to be thinking that way because that's where we're going. With the level of technology outside of this industry, is that true? 00:17:32 Ana That's true. Yeah, and what I'm hearing from the professionals that, are the two trend spotters is that the pandemic has really accelerated that trend. And we've all been privy to that. Like I, I interviewed, Danny Fava from investment a couple of weeks ago and she's always so brilliant, and has really great insights. She talks about those people, this is our experience. Now the pandemic has made everything like, just like you said, I don't want to go to somebody's office. Like my financial planner lives in my neighborhood and I've never met her. And I'm cool with that. I'm okay with that. I think that's going to be, clients are going to want that in the future are going to want that, people are still not wanting to go and interact and be face-to-face with somebody right now. I don't know how long it's going to take for people to get over that. 00:18:16 Ana I think it's going to be a while. 00:18:19 Dominique Yeah, I think it, I think, traditionally this industry has been one where you feel that there's more tangibly that you can tell about a person when you're sitting across from them, as far as just, picking up on body language, staring them in their eyes, things of that nature to kind of pick up basically on whether you can trust them or not. That's basically what it boils down to. And, and the reason why that barrier of trust is so high is obviously because our financial life is at stake, but I think, I would love for your opinion on, you said it just now he was like your financial advisor lives in your neighborhood, but I've never met them. I'm assuming this has been through phone or through zoom in which you're still able to exchange that trust. So talk about that a little bit. 00:19:03 Dominique And, and maybe why do you think that is that particular to your demographic and how you were raised, maybe how old you are, like, what do you, what are your thoughts around how that trust is developed so easily? Maybe with our age group versus older people? 00:19:20 Ana I think that zoom, like, for instance, we met once before this and it was just like, I felt very comfortable just talking to you. I feel like I'm talking to you face-to-face right now, like I can see your facial expressions. I can see your reactions to what I say. I'm thinking with my financial planner, like we just connected. Right. It was that same, just talking and seeing each other on this is fine with me. I think it goes, in addition to I am a millennial and I do prefer, more technologically focused services, but I also am an introvert and I know it's hard to believe I'm my boss recently told me like, what, you're an introvert, like, no, I have to really hype myself up and practice and do all, so the point is that personality perspective is also in play here. I would prefer to be in the comfort of my home and my little home office here. 00:20:12 Ana I feel more comfortable to be myself here. Maybe that's why I seem so extroverted because I'm in my comfort zone. I am, this is my castle. And I am completely 100% myself here. If I were sitting in an office and a big conference room table, I might feel differently. I only ever had virtual experiences with financial planners before facet, I tried out learn best when I was, early on in my career, I cannot learn best when I was, not making a lot of money, not don't have a lot of assets and it was not a very good experience. Like the financial planner I did have, she, it was via phone back then. It was not a video conference. Just like the way you make people feel is also a very important thing moving forward. She kind of made me feel like you don't make enough money. 00:21:01 Ana You need to get a side gig. You need to, cut back on X, Y, and Z. It was like, well, if I'm not making enough money, I clearly don't have enough money to be a financial planner. I should just, I have to drop this service. That kind of turned me off for a really long time until, fast, that law came along and we were able to have FPA in place. We're able to have access to this type of planning. That was, that is another aspect of just the personality types I think helps build trust. Like for instance, my financial planner also has a Shefsky, which we call the Shepherd Husky mix. That was one of the things like her being able to that those commonalities, that helps create the bond, but also the technology. This zoom has been really like, just like you said, for our January or February FinTech issue, zoom is, has become invaluable. 00:21:51 Ana To me too, as a reporter and as an editor, and I'm sure for financial planners, I think the seeing each other element is really great. 00:23:05 Dominique I wondered if you could maybe share with us like a checklist, again, because of where you sit in your perspective. I think it would be great, a checklist for consumers to kind of be thinking about what makes a good financial planner. Maybe these are some things or some items that, from straight from an honest playbook. Before you say this, I want the people listening that are aspiring financial professionals. They'll really look at this because I think hearing it from a consumer can help you shape what you want or how you want to build your business. In regards to some of the things you just named, just the, what I call bedside manner. Not making people feel, stupid, or like they're asking dumb questions. These things are very important in the beginning process, but I'll let you take the, take it right here with the checklist. 00:23:59 Ana Yeah, sure. That's a great question. I think one of the, we don't have like at, in the journal or anything, any checklist that we've developed, but I'm glad you said it was from my perspective, because that makes me feel okay, so this is what I do, right? So you have to, I think consumers have to be really diligent about, seeing multiple people in the introductory and introductory meetings and seeing if you get a good feel for them and then looking at your own needs and determining what is it that I need from this person. Looking at that person's expertise and okay. I have, a couple of kids in elementary school and I want to start planning for their college planning. This person, well equipped to help me with that college funding? Are they helping with taxes? I may, and then looking at the certifications that align with those things, like at FPA, we primarily serve CFP professionals and believe very, diligently that certification really helps you identify people who will serve your interests above their own. 00:24:55 Ana I am, I've only ever had CFP professional financial planners. I believe, I always recommend when my family or my friends are looking for financial planners, like, make sure to check to see if they're a CFP professional, double-check on the CFP website. That if they say they are, so just things like that. This whole element of, like I said before, the face-to-face meetings to make sure you vibe is essential, because just like you said, money is a very intimate relationship and you're letting somebody into that. It shows you more than just, where you spend your money, how you spend your money habits, it all has implications like psychological implications in a way it all plays together. It can tell your financial planner is going to know so much more about you than your doctor than your counselor. It's like just by looking at your money habits. Finding someone you trust and you vibe with is really important. 00:25:53 Dominique No, I, I mean, I say this all the time and I don't know if it's off putting to people or polarizing, but it is so true. It's the only really analogy that I can put it is when you come to a financial planner, it's like, you're really getting financially naked. It's, it's very vulnerable. It's a very vulnerable place to be. I think that's why it's so important for financial professionals to have also the EKU skills, the soft skills that go with this, because people are so vulnerable when it comes to their money. There's not a lot of like, in those first, intimate moments, there's just some things you can say wrong that will just totally, kind of could put the relationship going forward. So I'm glad you mentioned that. I also want to kind of go down to the, you said some things at the beginning of your list about finding the person that's right for you. 00:26:44 Dominique I think, there's been a lot of talk around, diversity inclusion and, gender equality and things of that nature. I think what it boils down to is if I'm, whatever person, whatever walk of life I've come from, it's very important for me to be able to see myself in my planner. What I mean by that is people that share common goals, common interests, common values, maybe ethnicity. I think this, those are some very tertiary type of things. But values, you know, very much. So. Can you talk about, maybe your perspective on that? I know you recently completed a program, at Cornell university about diversity inclusion and maybe some of the things that you pulled out of that program that kind of speak to how, as an industry, we need to do a better job so that consumers can look inside the industry and say, oh, I see somebody that looks like me. 00:27:45 Dominique Maybe let me go check out working with that person. 00:27:48 Ana Great, great question. Yeah. In addition to the EEQ element, there's a culturally competent element that needs to happen. Because we don't have the numbers of, black, Latino, Asian, all these different types of planners to serve the vast majority of people in the country who look like them. That cultural competence element is really critical. I think over the last few years, there's been some progress, but, I really do feel that we need to make more progress on this element because, when we talk about things like systemic racism and the structural inequality that's out there that has impacted as people of color has impacted our ability to build generational wealth. If you don't understand those things as a planner and you go in and you're helping a Latina and you don't factor in that. I make less money. Like, for instance, research has shown that Latinas make 54 cents to a white man's dollar. 00:28:45 Ana Like if you don't come in knowing that type of thing and knowing how that has impacted my savings levels or the amount of money in my 401k, or it has a ripple effect, the systemic alums have a ripple effect. If you come in and approaching the same way you would, somebody who's in my same position is maybe, a white male who makes maybe tens of thousands of dollars more than me. And, having those cultural competence skills to understand that will really help me see that you care about me, like giving me, maybe recommending tools like negotiation books, or negotiation skills, like for instance, another part of this systemic problem is that I didn't know, going into, my professional years that you have to negotiate your salary. I'm a big believer in telling everybody I know every woman of color go in there and negotiate that salary don't accept that first offer because that will have impacts on your lifetime wealth. 00:29:42 Ana So, yeah, so I just think that when we bring that as people of color, when we bring up those issues, it might be uncomfortable, but just be empathetic and understand the systems are built to keep us down. And our successes are despite those systems. Understanding that is really helpful and not coming from a place of defensiveness or like, I, Oh gosh, that's just a, that's so long ago that is just why aren't you over that? It's like, because it's still very much present in all of our systems and that's why we're not over it. So understanding that. 00:30:19 Dominique These are good points, I think, and I'm, I've mentioned this on a couple of recordings, and hopefully, we get the reach that we want so that this gets to the right ears. But, I look at my Alma mater, previewing the university that has a, a CFP program or a financial planning minor. I look at, kids that grew up like me look like me coming through this learning, the greatness of this profession. And, granted, there's going to be some bad actors in here that come through the school and try to get them to sign up for a job that is mostly sales. I totally get that. At the end of the day, I do believe that, exposure is probably one of the best tools and where I'm going with this is, do you have some ideas around how we can take what we currently have in the industry and make it better to get more, I would say really young people that have not yet been exposed to this or exposed to this industry to realize this is a great profession, because, if we don't have professors teaching this, because we don't have programs at these schools, then how are we going to groom the next, crop of financial professionals that look like the population that you're talking about? 00:31:47 Ana Yeah, that's a wonderful question. I think there are people in the profession doing some really great work in terms of laying the groundwork and building that foundation of financial literacy among, kids from rural areas, kids like me. I grew up in a town of 800 people. We didn't have a stoplight. None of us knew about money, so reaching out and for instance, Tyrone Ross and Jamie Hopkins have developed a financial literacy program. I interviewed Tyrone a few months ago and he talked about getting this program for free, into rural schools, into schools, with higher high numbers of black and Latino kids. And, and I think that work is so essential because right now we're trying to reach underserved populations, but, there's still this level of distrust, in communities of color of the financial industries. It's a long game and for good reason, and it's a long game. 00:32:35 Ana It's like, okay, so we're not going to see the high numbers. We're not going to see a ton of influx of, people of color into the profession, because right now we have to build that foundation right now, we're trying to build a mansion on a shaky foundation and people like Tyrone Ross and Jamie Hopkins are going in there and doing that foundation work now. And we need more of it. We need more people than just a few people doing this work. We need everybody on board to help get these programs into the schools and go out there and talk to the kids. And, when one of the, it won't help bring people into the ranks of financial planning, but it will help bring more underserved populations going out to those, like, HBC youth and Hispanic serving institutions and talking to those, medical students or engineering students. 00:33:20 Ana These, these students are going to go out there and make six figures and not really know what to do with it. That's one element of, to go into like the Colorado school of mines, for instance. We're a kids out of mines here just in golden, Colorado makes six figures their first year. And my sister was one of them. That's why that's the only example I use it. And, you know, she recognized the importance. Like I need to invest my money. I need to buy a house I need to, so she was on top of it, but not everybody is like her. So, getting in front of these people in front of these kids and reiterating the importance of managing your money while early, because it will impact the rest of your life, I think is really some great ideas to do that. I think targeting professional organizations like affinity group organizations that help serve professionals, like for instance, I'm a graduate of a fellowship program called the Latino leadership Institute. 00:34:15 Ana I has a partnership with Belco credit union, which is a really big credit union here in the Denver area. They have well back pre COVID had in-person events where they would do, financial planning, workshops, and college planning workshops, and different types of things. Because they had that sponsorship relationship. If you, if firms and big companies are able to forge those relationships and go in there and talk to these professionals, because a lot of people in my cohort didn't have actual planners. Rianka, they're saying bill said, once in a retreat presentation, she gives she's spreads a good gospel of financial planning. I always have Rianka in my mind when I'm, I need to tell people about this profession. I, I don't know the Rianka knows she inspired me that way, but I do go out there and tell everybody I know about financial planning. I think connecting with those types of organizations is really critical to serving the populations who have, past college years already graduated while into their professional years and still haven't engaged a financial planner. 00:35:17 Dominique No, no, I would agree. I would agree on that regard. I think that's a good segue to, allowing you to kind of talk about some of the resources inside of, FPA and some of its benefits and, or, I guess, tools that could be used by, financial, in order to do some of the things that we're talking about or to build their practice or to reach underserved communities, what are some of the things that FPA is doing, or maybe that financial professionals can partner with FBA on? 00:35:49 Ana Definitely. Yeah. We're in talks with, a nonprofit based here in Denver to provide diversity and inclusion training to our members. We haven't finalized it yet, so I won't say too many details, but it's like a cohort like program that does diversity and inclusion training through the lens of neuro, diversity and, self awareness type of thing. It works on your leadership skills first and then teaches you those inclusion skills and marries the two. That way you then go out back to your farm and create this inclusive environment. Because I think a lot of the problem is that we have a wealth of talent coming into the profession, people of color coming into the profession, but then they go into these environments that are maybe not as inclusive or comfortable, and then they leave. The skills to create that inclusive environment are very essential. That understanding that diversity and inclusion are two totally separate things. 00:36:48 Ana We don't have the inclusion. If you don't have both, it's not going to work. So that's one thing we provide. We have a lot of content, in the journal, every November, we have a diversity equity and inclusion issue. We're providing that type of content for our members. We have an ongoing resource page, which I could send you the link to, which has just links to books and articles that we've written articles from are all of the trade pubs within the profession links to Rianka his podcast, which is 2050 trailblazers, which has really has some really great takeaways. Really wonderful guests. Both doing great work in this realm. Anytime rank on Lou that I have something out there, I put it on that page, because they're really doing the great work, but we're being more mindful, more cognizant of providing this type of content for our members. 00:37:41 Ana And it's, we're at the beginning stages. The D D I issue is only in its third year, this year in 2021. We it's slow progress, but it's really impactful progress. 00:37:56 Dominique No, I would agree. I think, and this topic, this is a big topic and I really appreciate you for taking it on, understanding the importance of financial planning comes from, I mean, you can look at this from so many different angles. I was talking with Bob verus, on this topic and, McKinsey Scott just donated, well, she's donated a lot of money over the last several months, but she, gave a pretty significant gift to my Alma mater. And, one of the ideas that I was thinking, I was like, well, this would be great. I mean, you got, aspiring financial professionals and, taking this financial planning as a minor shouldn't, we have some type of incubator for the, in that we could offer, financial planning pro bono, give these students the experience that they need so that when they sit for the CFP exam, they don't have to wait another two or three years for experience, because they're already doing some of these things. 00:38:51 Dominique And, I, I, I know that there are ideas out there. It's just that I think there's way too much segmentation in our industry and we need to work together so that the consumer has benefited because if the consumers benefit, everybody wins and I think that's where we need to be headed. I really appreciate you coming on and talking about some of these really super big topics. This is, in our, in closing this podcast, as on, is to help empower, tomorrow's financial professional with tools to serve their ideal client at the next level, in that context, what words or word of wisdom do you have to leave with the next generation financial professional? 00:39:36 Ana Yeah. Oh, that's a really great question. Let me get back to that in a second, but I, I, when you asked me about more resources and I just, I realized, I forgot to mention, a few really great ones that we have, which you reminded me of when you talked about the experience that the students could have. We do have a really wonderful externship program that was spearheaded and launched by Hannah Moore. That provided, a lot of aspiring professionals to get that the, all, a lot of their experience credit for, to sit for their exam and do those things. It was a really interesting we're going to have it again this year, and I'm really excited to see because it was so well attended and well received last year, I'm still getting messages from people who participated. 00:40:20 Dominique 1700 people or something. I talked to Hannah about this. I mean, it was incredible. So that is a really good program. I'm glad you're. 00:40:28 Ana Yeah. We also have member research groups other than FP Latino, that people can get involved with. And so I've paid Latino. We, we kind of focus a lot on creating awareness of the profession. We work in conjunction with alpha, which is the association of Latino professionals for America. We have a lot of events where we'll have professionals come and do a panel and talk about financial planning and talk about the barriers to entry. Those have been really well received and well attended. We have our pride planners, which is for our LGBTQ plus community. We have our African-American knowledge circle, and then we're working on starting, an Asian American and Pacific Islander group. Those are really great resources to connect with other people to get those mentorships, because I find as a professional mentorships have been really critical for me and especially to get me into this profession and to keep me here, I'm not a financial planner, but I am here to say, as long as I can, because of the mentors I've had in this profession, some of whom Sandra Davis is one of them. 00:41:30 Ana I just love Sandra. She's a gem and, my, the old editor of the journal, Carlucci, lockers and other. So, that segues into my words of wisdom for our next generation of financial planners is just to find those mentors and really learn from them, really be Danny Fama says, is be curious and ask questions and be comfortable with not knowing everything because we don't, we really know closer to nothing than we know to everything. Just embracing that and acknowledging that, and just, asking as many questions as you can, even, if you think you're going to sound dumb or sound, ledgeable, it doesn't matter because that's how you learn asking questions and learn as much as you can from everybody around you, because you really can do that. 00:42:16 Dominique Wow. Wow. Really, really great insight. Really great perspective. Ana you're doing great work at the FPA, keep it up. We're really happy to have had you on the podcast with us and sharing your wisdom. 00:42:32 Ana Great. Well, thank you so much for having me. It's been the highlight of my year so far. 00:42:38 Dominique We, we hopefully only go up from here. Hopefully we can only go up great stuff on, take care and have a great one. 00:42:46 Ana Thank you.
In this Hispanic Heritage Edition episode, Luis speaks with Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. Her career started as a reporter at the Santa Fe New Mexican before she took a job as an editor in an outdoor industry trade magazine in Colorado. She’s currently the senior editor for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning, the FPA Next Generation Planner and Practice Management Blog. Ana serves on the FPA Diversity Committee and is the co-founder of FPA Latino, a member resource group for Latino FPA members. She is a member of the nation’s first Latina sorority, Lambda Theta Alpha, the Association of Latino Professionals for America, and the American Copy Editors Society. She lives in Wheat Ridge, Colorado with her husband Jamie Limon, and their two dogs Zena and Baloo. Notes: In this episode, you’ll learn about the following and more: Ana’s background and upbringing How Ana’s Hispanic Heritage has shaped her career The importance of having mentors and role models at an early age How the FPA helps students, financial planners, and the financial planning community Ana’s best piece of advice for all Hispanic men and women currently working hard to go after their dream Resources: 3 Fundamental “Money Moves” to Make Before Turning 45 Ana’s Instagram Ana’s LinkedIn Ana’s Twitter Financial Planning Association Website Elizabeth Suarez – Negotiation Unleashed Build a Better Financial Future LLC Luis’ Twitter Luis’ LinkedIn Luis’ Instagram Luis’ Facebook
We all have the ability to make a difficult journey just a little easier. After all, isn’t that why we are in this business? Take a listen to Ellen Adams' 2019 APEX Award-winning Administrative Eyecare magazine article.
The University of Minnesota has delivered a space called The Discovery Nexus Project for students and guests alike. The design greets visitors with seven different digital signage touch points that tell the University’s story and improve connections amongst staff, students and alumni. With a combination of custom content creation and strategic design from partners Tierney Brothers and Microgigantic, the job was completed using transparent LED, interactive touchscreens, curved direct view LED walls and more. On this episode of Digital Signage Stories, Kyleen Donahue, CTS Director of Digital Signage at Tierney Brothers and Microgigantic’s CEO and Founder Mark Bennett join us to share how they’ve worked together to transform this educational environment. For more case study information about this APEX Award-winning project, click here.
As part of the $200-million renovation and redesign of its Concourse A, Charlotte Douglas International Airport has partnered with NanoLumens and media artist Refik Anadol to now offer video walls featuring mesmerizing patterns driven by actual airport data The work that’s currently completed in terminal A is fitted with a 1400-foot by 10-foot digital sculpture and two 40-foot digital paintings, with all of the movement being translated from airport data such arrival times, departure times, ticketing information, etc. On this episode of Digital Signage Stories, NanoLumens’ Director of Strategic Business Development Brett Farley joins us to get into the details behind this data-driven art piece. For more case study information about this project, which took home an APEX Award at DSE 2019, click here.
DesiréePatno is the CEO and President of Women in the Housing and Real Estate Ecosystem (NAWRB) and DesiréePatno Enterprises, Inc. (DPE). With almost three decades specializing in the Housing and Real Estate Ecosystem, she leads her executive team’s expertise of championing women’s economic growth and independence. Representing Fortune 100 companies in their relocation needs and selling thousands of properties across multiple platforms, she brings insider knowledge to NAWRB’s mission of advancing women and women-owned businesses.As Chairwoman of NAWRB’s Diversity & Inclusion Leadership Council (NDILC), she oversees the Council's efforts to raise the number of women leaders and grow women's employment and empowerment at all levels in the housing ecosystem. NAWRB has raised awareness of diverse opportunities, supporting the development and implementation of workforce and supplier diversity standards for the multi-trillion dollar housing sector since 2010.Desirée resides on the Women Impacting Public Policy (WIPP) Leadership Advisory Council and Enterprising Women Advisory Board. The Council for Inclusion in Financial Services (CIFS) gave Desiree the Trailblazer Award in 2018, which honors influencers whose diversity and inclusion initiatives are transforming the industry and community. In 2017, she was named the Highest-Ranking Woman and 4th Overall Top Real Estate Influencer to Follow by Entrepreneur.com, presented On the Margins of the 72nd U.N. General Assembly, The Intersection between Gender Diversity, Innovation and Economic Sustainability, and received the Connected Women of Influence Women’s Advocate of the Year Award and Walker’s Legacy Power25 Award. In 2016, she was honored with HousingWire’s Women of Influence Award and was selected as the Small Business Administration’s (SBA) Women in Business Champion of the Year.In 2012, Desiree won the prestigious Enterprising Women of the Year Award, as well as HousingWire's Women of Influence Award for the first time. NAWRB is honored to be one of only 11 organizations listed as a Women’s Entrepreneurship Partner for the SBA.Desiree is the Publisher of NAWRB Magazine—winner of the APEX Award for Publication Excellence in 2015, 2016, 2017, 2018—and is a monthly contributor to RISMedia’s Real Estate Magazine, National Mortgage Professional Magazine,Inman and various industry publications.desiree.patno@Nawrb.comtamiexit@aol.com
The Housing Trust Group is using a single, customized digital kiosk to allow their clients to explore properties before visiting. The Housing Trust Group looked to Almo Pro AV to assist with creating an interactive space in which each guest could take a look at their facility virtually thereby becoming a huge time saver for both the realtors and the guests. With the acquisition of Insteo, Almo Pro AV has become a stronger player when it comes to providing a content-driven solution. On this episode of Digital Signage Stories, Almo’s Senior Director of Content Creation Services Jim Nista joins us to share how the company completed this 2019 APEX Award-winning project. For more case study information on this project, click here.
The 900 Michigan Shops mall has been around since 1989, with luxury brands filling the large space in the middle of Chicago's Magnificent Mile. The team at 900 Michigan Shops wanted to add new and inviting technology that would bring the building into the digital age without sacrificing the original structure. Partnering with ESI Design led to an extravagant deployment featuring 190 feet of LED within the building’s ceiling, illuminating fixtures at the portal entrance and more. On this episode of Digital Signage Stories, ESI Design’s Creative AV Technologist Andrew Lazarow joins host Alesia Hendley live from Central Park of the DSE 2019 show floor to share how the company approached designing for this unique retail space. For more case study information about this APEX Award-nominated project from ESI Design, click here. In addition, check out the video below the podcast recording for a closer look at this rollout.
In 1883, Barney Kroger invested his life savings to open a grocery store in Cincinnati, Ohio. Today, Kroger Co. is known as one of the largest retailers in the world. Last year, the company pioneered digital shelf technology and won an APEX Award with EDGE (Enhanced Display for Grocery Environment) to enhance customers’ in-store shopping experience. This year, the Kroger team is back with an update to the project and is nominated for another APEX Award. On this episode, Kroger’s General Manager Titus Jones and EDGE Product Manager Kevin Fessenden both join us to share how the shelf technology was created and deployed in their stores throughout the Midwest. For more information about the original award-winning case study, click here..
The 2016 World Series win for the Chicago Cubs was an epic moment for the entire city of Chicago. With the whole city on fire with excitement, the Cubs chose to open a retail store for all their fans, and it was outfitted with augmented reality, a video wall and more to enhance the experience for each guest. On this episode, Dimensional Innovations’ Technology Director Curtis Walker joins us to share the digital signage story behind it all. For more case study information about this APEX Award-nominated project, click here.
The Wynn Resort and Casino Sportsbook recently renovated their space and fitted the interior with digital signage. RP Visual Solutions was a chosen partner to engineer and design the mounting solutions for the 1,500square-foot curved video wall. With the new additions the Wynn has earned the title of the one of the most upscale places in Vegas to watch your favorite sports games. On this episode, rp Visual Solutions VP John Brereton joins us to share what went into the design that holds this entire project together. For more case study information about this APEX Award-nominated project, click here.
515 North State Street was designed in the 1990s by Pritzker Prize–winning Japanese architect Kenzo Tange, who topped the building with a four-story “sky-window” that became a defining element of the Chicago skyline. The building features bold, angular architecture and a striking lobby, but lacked warmth, intimacy and the wow-factor that attracts tenants, so a digital media installation was commissioned by Beacon Capital Partners. ESI Design was one of the companies chosen to collaborate on this lobby renovation, and their solution utilizes custom software to create abstract color compositions on an LED wall that actually mimic and reflect on the happenings of daily life just outside in Chicago’s bustling River North neighborhood. The result, entitled Canvas, is a perfect mixture of digital signage technology and contemporary art. On this episode, ESI Design’s Head of Media Architecture Emily Webster joins us to share the design experience behind the digital signage story of Canvas at 515 North State Street in Chicago. For more case study information about this APEX-Award nominated project, click here.
Sports Experts, the largest sports shop banner in Quebec, recently grew its Downtown Montreal location from a 40,000-square-foot space to a 60,000-square-foot space that now houses the latest technologies dedicated to the field of retail business. Thanks to help from Stingray Business, the renovated store now includes interactive mirrors, wayfinding, and most importantly, a 10-foot by 17-foot LED shoe wall that helps customers pick out the perfect fit. The transformation of the Downtown Montreal Sports Experts location into a flagship digital destination has increased in-store traffic and sales volume as well as the average purchase amount. On this episode of Digital Signage Stories, Stingray Business’ VP of Content Jean-Stéphane joins us to share more details surrounding the renovation project. To read more case study information about this DSE 2018 APEX Award-wining deployment, click here. Subscribe to our show on iTunes, Apple Podcast, and here on DigitalSignageConnection.com. Want to chat more about this episode? Join the conversation by connecting with us on social media. Twitter, Instagram, and Facebook
The Metropolis Mall is one of the largest shopping complexes in Canada. This four-story complex housed the Mirage, a 20-foot mirrored box with digital projections that created a 360-degree immersive experience inspired by Dr. Who’s Tardis. The Mirage experience was designed to attract mall shoppers to a certain area with the promise of a unique and interactive journey. Adrian Scott, Executive Creative Director of Go2 Productions, joined us to discuss the role of his company in this digital deployment and the immersive experience that not only took over social media but the hearts of all those that entered the space. You can see more about this APEX Award-winning digital signage story here. Subscribe to our show on iTunes, Apple Podcast, and here on DigitalSignageConnection.com. Want to chat more about this episode? Join the conversation by connecting with us on social media.
This episode we're speaking with Dave Etherington, who is CSO of Intersection, one of the companies responsible for LinkNYC. In 2014 New York City set out to overhaul their payphone infrastructure. The result is LinkNYC which provides anyone in New York City with free phone calls to anywhere in the U.S., free wifi, local information and some other things that Dave and I discuss. It's all supported by advertising, but as you'll hear, that can be OK. This is a really big project, with over $200 million invested in new fiber optic cable to support the more than 7,500 Link kiosks that will be installed over the next eight years. In fact, Dave tells me that this is "the largest deployment of digital displays in the world". We talked about this Apex Award winning installation via Skype. Subscribe to this podcast: iTunes * Google Play * RSS
This episode we talk to Vlad Edelman, CEO of HEROFI Website, who won a Gold medal Apex Award in the Food & Beverages category at DSE 2017 for their work with Buffalo Wild Wings.Although Buffalo Wild Wings is the largest sports bar chain in the world, operating over 1,200 restaurants, they were facing some challenges relating to identity, uniqueness and differentiating themselves in their communities. They worked with HEROFI to create BDUBS-TV, a private network that features user generated content broadcast to assigned stores based on location via the Hometown Highlights program. BDUBS-TV also has a broad range of locally targeted content, events and micro-streaming that expand the depth of relevant programming.They combine all this content with some extra data visualizations, original programming, and carefully curated licensed media. I spoke with Vlad on the floor of DSE about engaging customers via digital signage and why good content may be all about 'rules'. Subscribe to this podcast: iTunes * Google Play * RSS
2pm ET / 1pm CT / 12pm MT / 11am PT (Outside US: Dial 00 + 1 + 714-464-4891) Viki Winterton interviews Christine Kloser! Christine Kloser, “The Transformation Catalyst” is a transformational book coach, spiritual guide, and award-winning author whose spot-on guidance transforms the lives of visionary entrepreneurs and authors around the world. She’s fast become the leader of the Transformational Author Movement and her work is endorsed by some of today’s leading transformational authors. Her books and publications have received numerous awards including the Nautilus Book Silver Award, Pinnacle Book Award, National Best Books Award, and the Apex Award for Publication Excellence.
On Tuesday July 23, I am pleased to welcome Amercia’s Dental Hygienist ,Shirley Gutkowski,RDH, BSDH to our show. Shirley is a career dental hygienist and champion of Minimally Invasive dental hygiene. Her outlook is years ahead of the leading edge and has proven staying power. She is the recipient of the World Congress of Minimally Invasive Dentistry Leadership award, and is an award winning author, popular speaker and CareerFusion coach. Shirley is also the host of Cross Link Radio right here on Blog Talk Radio! Shirely has written a series of articles on oral care for Diabetes Self-Management. This effort won her the prestigious APEX Award for writing excellence. Today she has co-authored a best-selling book with Amy Nieves, The Purple Guide: Developing Your Clinical Dental Hygiene Career which now it its second edition. She has written chapters on sealants, and temporary fillings in the textbook Essentials of Dental Hygiene. We all know the importance of good dental hygiene, but are we practicing it? During our conversation on Tuesday, Shirley will educate us on Minimally Invasive Dental Hygiene and the importance of good dental hygiene, especially as we age. Through our conversation with Shirley, we will all learn how to ‘Be A Healthy Caregiver!’
On Tuesday July 23, I am pleased to welcome Amercia's Dental Hygienist ,Shirley Gutkowski,RDH, BSDH to our show. Shirley is a career dental hygienist and champion of Minimally Invasive dental hygiene. Her outlook is years ahead of the leading edge and has proven staying power. She is the recipient of the World Congress of Minimally Invasive Dentistry Leadership award, and is an award winning author, popular speaker and CareerFusion coach. Shirley is also the host of Cross Link Radio right here on Blog Talk Radio! Shirely has written a series of articles on oral care for Diabetes Self-Management. This effort won her the prestigious APEX Award for writing excellence. Today she has co-authored a best-selling book with Amy Nieves, The Purple Guide: Developing Your Clinical Dental Hygiene Career which now it its second edition. She has written chapters on sealants, and temporary fillings in the textbook Essentials of Dental Hygiene. We all know the importance of good dental hygiene, but are we practicing it? During our conversation on Tuesday, Shirley will educate us on Minimally Invasive Dental Hygiene and the importance of good dental hygiene, especially as we age. Through our conversation with Shirley, we will all learn how to ‘Be A Healthy Caregiver!'