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Show Notes:\n\xa0\nToday\u2019s conversation is with\xa0 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\u2019s publications, including the APEX Award-winning Journal of Financial Planning and the FPA Next Generation Planner and Practice Management Blog.\xa0\n\xa0\nShe also serves on the FPA Diversity Committee and is the co-founder of FPA Latino, a member resource group for Latino FPA members.\xa0\n\xa0\nToday 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.\xa0\n\nShow Highlights:\n\xa0\nAna\u2019s newly adapted \u201cpandemic\u201d routine (3:27)\nAna shares what financial planning\xa0 means to her and talks about how it changes people's lives. (5:13)\nAna explains why she hired a financial advisor and why everyone should hire one. (7:54)\nWhat 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)\nThe effect the pandemic has had on the financial planning industry and what may happen in the future. (17:32)\nAna shares her tips on how to find a financial advisor that may best fit your needs. (19:20)\nAna\u2019s personal development path and her passion for diversity and inclusion. (27:48)\nAna talks about her ideas to help underserved communities get access to financial advice.(31:47)\n\xa0\nResources:\nCheck out Ana\u2019s articles on the FPA website by clicking here.\nAre you a current or aspiring financial professional?\xa0 Click here to receive tools that will help you become a next-generation financial professional!\nWatch a video clip of this episode on our YouTube channel by clicking here.\nTo receive a newsletter digest of Jumpstart community happenings, click here.\n\xa0\nSubscribe to the podcast by clicking here.\nWant to connect with me? Join my exclusive \u201ctribe\u201d by clicking here.\nThanks again for listening, reading, and watching!\nConversation Transcript:\n00:00:00Dominique Welcome to conversations for financial professionals, a podcast to help shape the next generation of financial advice. I'm your host Dominique\xa0 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.\xa0\n00:00:56Dominique 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 plannin