NextGen in 10 https://nextgenin10.podbean.com Welcome to NextGen in 10, a production of The American College of Financial Services. Our mission: to produce stimulating, thought-provoking content that will increase awareness of financial planning, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics. Mon, 20 Nov 2023 09:57:58 -0400 https://podbean.com/?v=5.5 en Copyright 2019 All rights reserved. Business 1440 Welcome to NextGen in 10, a production of The American College of Financial Services. Our mission: to produce stimulating, thought-provoking content that will increase awareness of financial planning, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics. nextgenin10 nextgenin10 No false https://pbcdn1.podbean.com/imglogo/image-logo/10125509/_nextgen_coverarkpy.jpg NextGen in 10 https://nextgenin10.podbean.com 144 144 Ep. 70: Growth and Self-Improvement as a Financial Professional Ep. 70: Growth and Self-Improvement as a Financial Professional https://nextgenin10.podbean.com/e/ep-70-growth-and-self-improvement-as-a-financial-professional/ https://nextgenin10.podbean.com/e/ep-70-growth-and-self-improvement-as-a-financial-professional/#comments Mon, 20 Nov 2023 09:57:58 -0400 nextgenin10.podbean.com/c1fde9d5-87fa-35db-a303-cb50e9c7155a Alanah concludes her discussion with Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, with a look at how financial professionals need to seek out opportunities to grow and refine their skills as they move through their careers – and the best ways to do it.

]]> Alanah concludes her discussion with Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, with a look at how financial professionals need to seek out opportunities to grow and refine their skills as they move through their careers – and the best ways to do it.

]]> nextgenin10 false No 1420 70 full Ep. 69: Identifying Your Specialty as a Financial Services Professional Ep. 69: Identifying Your Specialty as a Financial Services Professional https://nextgenin10.podbean.com/e/ep-69-identifying-your-specialty-as-a-financial-services-professional/ https://nextgenin10.podbean.com/e/ep-69-identifying-your-specialty-as-a-financial-services-professional/#comments Mon, 20 Nov 2023 09:57:52 -0400 nextgenin10.podbean.com/5c130e5b-9444-31ac-934b-e9c0948b5f11 Alanah continues her conversation with Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, on how financial professionals can find a business niche they excel in and other opportunities when breaking into the field.

]]> Alanah continues her conversation with Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, on how financial professionals can find a business niche they excel in and other opportunities when breaking into the field.

]]> nextgenin10 false No 1128 69 full Ep. 68: Finding Your Way in Financial Services as a Career-Changer Ep. 68: Finding Your Way in Financial Services as a Career-Changer https://nextgenin10.podbean.com/e/ep-68-finding-your-way-in-financial-services-as-a-career-changer/ https://nextgenin10.podbean.com/e/ep-68-finding-your-way-in-financial-services-as-a-career-changer/#comments Mon, 20 Nov 2023 09:57:45 -0400 nextgenin10.podbean.com/de948850-c082-3069-af8e-0f767316562e Alanah introduces Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, and begins a discussion on how those from outside the financial services field can meet the challenges of joining the industry – especially women.

]]> Alanah introduces Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, and begins a discussion on how those from outside the financial services field can meet the challenges of joining the industry – especially women.

]]> nextgenin10 false No 1308 68 full Ep. 67: Powering Growth Through Collaboration Ep. 67: Powering Growth Through Collaboration https://nextgenin10.podbean.com/e/ep-67-powering-growth-through-collaboration/ https://nextgenin10.podbean.com/e/ep-67-powering-growth-through-collaboration/#comments Mon, 20 Nov 2023 09:57:39 -0400 nextgenin10.podbean.com/c5c9faf8-972d-3c9d-9d77-25a8fc396b0e Alanah wraps up her conversation with John Stadtmueller of Good Advisors Finish First with a look at how approaching financial services from an abundance mindset and sharing information and strategies with peers can benefit the industry and society.

]]> Alanah wraps up her conversation with John Stadtmueller of Good Advisors Finish First with a look at how approaching financial services from an abundance mindset and sharing information and strategies with peers can benefit the industry and society.

]]> nextgenin10 false No 1050 67 full Ep. 66: Doing Better by Doing Good by Your Clients Ep. 66: Doing Better by Doing Good by Your Clients https://nextgenin10.podbean.com/e/ep-66-doing-better-by-doing-good-by-your-clients/ https://nextgenin10.podbean.com/e/ep-66-doing-better-by-doing-good-by-your-clients/#comments Mon, 20 Nov 2023 09:57:32 -0400 nextgenin10.podbean.com/554b27a3-8985-304d-bcf7-aefee4503e9e Alanah continues her conversation with John Stadtmueller of Good Advisors Finish First by talking about issues of corporate compliance, transparency when doing business with clients, and how to use radical honesty as a basis for good business.

]]> Alanah continues her conversation with John Stadtmueller of Good Advisors Finish First by talking about issues of corporate compliance, transparency when doing business with clients, and how to use radical honesty as a basis for good business.

]]> nextgenin10 false No 992 66 full Ep. 65: Why Good Advisors Finish First Ep. 65: Why Good Advisors Finish First https://nextgenin10.podbean.com/e/ep-65-why-good-advisors-finish-first/ https://nextgenin10.podbean.com/e/ep-65-why-good-advisors-finish-first/#comments Mon, 20 Nov 2023 09:57:24 -0400 nextgenin10.podbean.com/fe36b544-073c-3d86-b4bc-79bf89cec96e Alanah introduces us to John Stadtmueller, founder of the organization Good Advisors Finish First, for a conversation on why financial services doesn’t have to be a stuffy, impersonal industry and how you can best serve clients by being yourself.

]]> Alanah introduces us to John Stadtmueller, founder of the organization Good Advisors Finish First, for a conversation on why financial services doesn’t have to be a stuffy, impersonal industry and how you can best serve clients by being yourself.

]]> nextgenin10 false No 972 65 full Ep. 64: How to Avoid Common Mistakes with a Balanced Approach Ep. 64: How to Avoid Common Mistakes with a Balanced Approach https://nextgenin10.podbean.com/e/ep-64-how-to-avoid-common-mistakes-with-a-balanced-approach/ https://nextgenin10.podbean.com/e/ep-64-how-to-avoid-common-mistakes-with-a-balanced-approach/#comments Mon, 20 Nov 2023 09:57:17 -0400 nextgenin10.podbean.com/ba95363e-95c1-3560-bb44-c5136e5713bf Alanah wraps up her conversation with Dr. Travis Parry of the Make Time Institute with a look at common misconceptions about the financial services industry, especially among young professionals and those new to the field, and how you can get better business results with a balanced approach to work and life.

]]> Alanah wraps up her conversation with Dr. Travis Parry of the Make Time Institute with a look at common misconceptions about the financial services industry, especially among young professionals and those new to the field, and how you can get better business results with a balanced approach to work and life.

]]> nextgenin10 false No 1257 64 full Ep. 63: Personal Development as a Financial Professional Ep. 63: Personal Development as a Financial Professional https://nextgenin10.podbean.com/e/ep-63-personal-development-as-a-financial-professional/ https://nextgenin10.podbean.com/e/ep-63-personal-development-as-a-financial-professional/#comments Mon, 20 Nov 2023 09:57:10 -0400 nextgenin10.podbean.com/07abbf64-32b7-3722-b86c-8abc97cb76e9 Alanah continues her conversation with Dr. Travis Parry, founder of the Make Time Institute, with a focus on how financial advisors can commit to growing both their experience and education in the workplace and their goals in their personal lives.

]]> Alanah continues her conversation with Dr. Travis Parry, founder of the Make Time Institute, with a focus on how financial advisors can commit to growing both their experience and education in the workplace and their goals in their personal lives.

]]> nextgenin10 false No 1351 63 full Ep. 62: Managing Work-Life Balance in Financial Services Ep. 62: Managing Work-Life Balance in Financial Services https://nextgenin10.podbean.com/e/ep-62-managing-work-life-balance-in-financial-services/ https://nextgenin10.podbean.com/e/ep-62-managing-work-life-balance-in-financial-services/#comments Mon, 20 Nov 2023 09:57:03 -0400 nextgenin10.podbean.com/db35692a-3bee-3be9-91be-e024d80cfca7 Alanah speaks with Dr. Travis Parry, founder of the Make Time Institute and a fellow podcast host, about how financial professionals can manage stressful work situations and maintain a healthy balance between their professional and personal lives.

]]> Alanah speaks with Dr. Travis Parry, founder of the Make Time Institute and a fellow podcast host, about how financial professionals can manage stressful work situations and maintain a healthy balance between their professional and personal lives.

]]> nextgenin10 false No 998 62 full Ep. 61: Finding the Space for Your Financial Services Practice Ep. 61: Finding the Space for Your Financial Services Practice https://nextgenin10.podbean.com/e/ep-61-finding-the-space-for-your-financial-services-practice/ https://nextgenin10.podbean.com/e/ep-61-finding-the-space-for-your-financial-services-practice/#comments Mon, 20 Nov 2023 09:56:55 -0400 nextgenin10.podbean.com/dd5d3fb1-2d22-34a2-adf1-58f2985c1da7 Alanah wraps up her conversation with the advisors of Modern Wealth Design with a discussion of location, ambiance, hospitality, and interior design and how all these things play into creating a powerful experience that keeps clients coming back.

]]> Alanah wraps up her conversation with the advisors of Modern Wealth Design with a discussion of location, ambiance, hospitality, and interior design and how all these things play into creating a powerful experience that keeps clients coming back.

]]> nextgenin10 false No 851 61 full Ep. 60: The Nuts and Bolts of Practice-Building Ep. 60: The Nuts and Bolts of Practice-Building https://nextgenin10.podbean.com/e/ep-60-the-nuts-and-bolts-of-practice-building/ https://nextgenin10.podbean.com/e/ep-60-the-nuts-and-bolts-of-practice-building/#comments Mon, 20 Nov 2023 09:56:46 -0400 nextgenin10.podbean.com/2f365b3f-d722-3e5a-9e7f-a70426931fc5 Alanah rejoins Adam Carr and Nicole Letarte of Modern Wealth Design to continue their conversation on practice-building, including how financial professionals can best work with their clients, create community, satisfy their employees, and more.

]]> Alanah rejoins Adam Carr and Nicole Letarte of Modern Wealth Design to continue their conversation on practice-building, including how financial professionals can best work with their clients, create community, satisfy their employees, and more.

]]> nextgenin10 false No 927 60 full Ep. 59: Building a Brand for Your Financial Services Firm Ep. 59: Building a Brand for Your Financial Services Firm https://nextgenin10.podbean.com/e/ep-59-building-a-brand-for-your-financial-services-firm/ https://nextgenin10.podbean.com/e/ep-59-building-a-brand-for-your-financial-services-firm/#comments Mon, 20 Nov 2023 09:56:36 -0400 nextgenin10.podbean.com/d189cf32-33c5-3008-add9-43318576d621 Alanah is joined by Adam Carr and Nicole Letarte, founders of Modern Wealth Design, to discuss how financial professionals starting their own practice can build their personal brand and create a firm that reflects who they are and what matters to them.

]]> Alanah is joined by Adam Carr and Nicole Letarte, founders of Modern Wealth Design, to discuss how financial professionals starting their own practice can build their personal brand and create a firm that reflects who they are and what matters to them.

]]> nextgenin10 false No 768 59 full Ep. 58: FinTech and Financial Literacy Ep. 58: FinTech and Financial Literacy https://nextgenin10.podbean.com/e/ep-58-fintech-and-financial-literacy/ https://nextgenin10.podbean.com/e/ep-58-fintech-and-financial-literacy/#comments Thu, 28 Apr 2022 10:03:17 -0300 nextgenin10.podbean.com/df6cbdc2-505b-3a51-a5a1-e1a70188b634 For more on Financial Literacy Month and financial education, Alanah joins Mac Gardner, author, founder, and Chief Education Officer at FinLit Tech, for a final conversation on how technology is making financial education more available to people from all walks of life, as well as how today's advisors can leverage it for their clients.

]]> For more on Financial Literacy Month and financial education, Alanah joins Mac Gardner, author, founder, and Chief Education Officer at FinLit Tech, for a final conversation on how technology is making financial education more available to people from all walks of life, as well as how today's advisors can leverage it for their clients.

]]> nextgenin10 false No 993 5 58 full Ep. 57: Writing a Book as a Financial Professional Ep. 57: Writing a Book as a Financial Professional https://nextgenin10.podbean.com/e/ep-57-writing-a-book-as-a-financial-professional/ https://nextgenin10.podbean.com/e/ep-57-writing-a-book-as-a-financial-professional/#comments Thu, 21 Apr 2022 10:17:42 -0300 nextgenin10.podbean.com/55692367-91eb-334b-b5c3-4af18cffc5ef As part of our ongoing discussion of Financial Literacy Month, Alanah again joins Mac Gardner, Founder and Chief Education Officer of FinLit Tech and author of multiple books on financial education, to talk about the books he's written and how financial professionals can get the recognition of being published for a minimum of expense.

]]> As part of our ongoing discussion of Financial Literacy Month, Alanah again joins Mac Gardner, Founder and Chief Education Officer of FinLit Tech and author of multiple books on financial education, to talk about the books he's written and how financial professionals can get the recognition of being published for a minimum of expense.

]]> nextgenin10 false No 974 5 57 full Ep. 56: Financial Literacy and ”The Four Money Bears” Ep. 56: Financial Literacy and ”The Four Money Bears” https://nextgenin10.podbean.com/e/ep-56-financial-literacy-and-the-four-money-bears/ https://nextgenin10.podbean.com/e/ep-56-financial-literacy-and-the-four-money-bears/#comments Thu, 14 Apr 2022 09:35:02 -0300 nextgenin10.podbean.com/229505d6-e51c-3952-9ad9-95ee4c186850 With April recognized as Financial Literacy Month, Alanah sits down with Mac Gardner, Founder and Chief Education Officer of FinLit Tech and author of multiple books on financial education, for a conversation on why getting educated on finances is so important for clients in all walks of life.

]]> With April recognized as Financial Literacy Month, Alanah sits down with Mac Gardner, Founder and Chief Education Officer of FinLit Tech and author of multiple books on financial education, for a conversation on why getting educated on finances is so important for clients in all walks of life.

]]> nextgenin10 false No 895 5 56 full Ep. 55: Tax Help and Compliance Ep. 55: Tax Help and Compliance https://nextgenin10.podbean.com/e/ep-55-tax-help-and-compliance/ https://nextgenin10.podbean.com/e/ep-55-tax-help-and-compliance/#comments Thu, 07 Apr 2022 09:40:07 -0300 nextgenin10.podbean.com/c3f01948-7d32-3e85-a33c-1506038f2379 Alanah concludes her conversation with Steven Jarvis, CPA and co-founder of Retirement Tax Services, with an in-depth talk on the dos and don'ts of tax planning as one of the most in-demand services financial advisors can provide, as well as how to navigate restrictions placed on you by compliance.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah concludes her conversation with Steven Jarvis, CPA and co-founder of Retirement Tax Services, with an in-depth talk on the dos and don'ts of tax planning as one of the most in-demand services financial advisors can provide, as well as how to navigate restrictions placed on you by compliance.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 880 5 55 full Ep. 54: How Advisors Can Work with CPAs to Grow Their Practice Ep. 54: How Advisors Can Work with CPAs to Grow Their Practice https://nextgenin10.podbean.com/e/ep-54-working-with-cpas/ https://nextgenin10.podbean.com/e/ep-54-working-with-cpas/#comments Thu, 31 Mar 2022 08:58:20 -0300 nextgenin10.podbean.com/af81a3d1-cc24-317c-bcc4-a900549346d8 Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. Alanah continues her interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. Alanah continues her interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 759 5 54 full Ep. 53: What is a CPA? Ep. 53: What is a CPA? https://nextgenin10.podbean.com/e/ep-53-what-is-a-cpa/ https://nextgenin10.podbean.com/e/ep-53-what-is-a-cpa/#comments Thu, 24 Mar 2022 09:20:55 -0300 nextgenin10.podbean.com/11b18d79-459a-3b4f-8fee-a41d11649265 Alanah sits down with Steven Jarvis, CPA and co-founder of Retirement Tax Services, to discuss what a CPA actually does and how financial advisors can work best with them to the benefit of their clients.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah sits down with Steven Jarvis, CPA and co-founder of Retirement Tax Services, to discuss what a CPA actually does and how financial advisors can work best with them to the benefit of their clients.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 639 5 53 full Ep. 52: Growing Diversity in Institutional Money Management Ep. 52: Growing Diversity in Institutional Money Management https://nextgenin10.podbean.com/e/ep-52-growing-diversity-in-institutional-money-management/ https://nextgenin10.podbean.com/e/ep-52-growing-diversity-in-institutional-money-management/#comments Thu, 17 Mar 2022 09:53:45 -0300 nextgenin10.podbean.com/4a72fe96-b215-3afa-ba11-435fb0b23e02 Alanah is once again joined by Ekenna Anya Gafu, Director of Planning at Bay Street Capital, to talk about the wealth gap for Black and other communities in an institutional context and explore both the impacts of this lack of diversity as well as potential for growth.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah is once again joined by Ekenna Anya Gafu, Director of Planning at Bay Street Capital, to talk about the wealth gap for Black and other communities in an institutional context and explore both the impacts of this lack of diversity as well as potential for growth.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 785 5 52 full Ep. 51: Is Financial Services Getting Richer and Whiter? Ep. 51: Is Financial Services Getting Richer and Whiter? https://nextgenin10.podbean.com/e/ep-51-is-financial-services-getting-richer-and-whiter/ https://nextgenin10.podbean.com/e/ep-51-is-financial-services-getting-richer-and-whiter/#comments Thu, 10 Mar 2022 12:08:15 -0400 nextgenin10.podbean.com/c0146481-2591-3a86-b258-8562a4528328 Alanah sits down with Ekenna Anya Gafu, Director of Planning at Bay Street Capital, for a frank conversation on diversity in the financial services profession, how it has changed over time, and what can be done to make the industry more inclusive for all.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah sits down with Ekenna Anya Gafu, Director of Planning at Bay Street Capital, for a frank conversation on diversity in the financial services profession, how it has changed over time, and what can be done to make the industry more inclusive for all.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 854 5 51 full Ep. 50: Marrying Process with Impact Through Your Mission Statement Ep. 50: Marrying Process with Impact Through Your Mission Statement https://nextgenin10.podbean.com/e/ep-50-establishing-a-mission-for-your-practice/ https://nextgenin10.podbean.com/e/ep-50-establishing-a-mission-for-your-practice/#comments Thu, 03 Mar 2022 09:19:47 -0400 nextgenin10.podbean.com/efed1277-3714-3bac-bc30-6e2580f470ff Alanah finishes her conversation with Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design, by focusing on the importance of formulating a mission statement that inspires employees and clients alike.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah finishes her conversation with Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design, by focusing on the importance of formulating a mission statement that inspires employees and clients alike.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 1037 5 50 full Ep. 49: Building Repeatable Systems and Processes in Your Practice Ep. 49: Building Repeatable Systems and Processes in Your Practice https://nextgenin10.podbean.com/e/ep-49-how-processes-can-streamline-your-business/ https://nextgenin10.podbean.com/e/ep-49-how-processes-can-streamline-your-business/#comments Thu, 24 Feb 2022 09:31:31 -0400 nextgenin10.podbean.com/b097de44-8c08-3ef3-85d3-e7998eb459e5 Alanah rejoins Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design for a discussion on the importance of processes in your place of business, and how you can put them to work for you.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah rejoins Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design for a discussion on the importance of processes in your place of business, and how you can put them to work for you.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 947 5 49 full Ep. 48: What is a Practice Manager? Ep. 48: What is a Practice Manager? https://nextgenin10.podbean.com/e/ep-48-identifying-the-ideal-business-partner/ https://nextgenin10.podbean.com/e/ep-48-identifying-the-ideal-business-partner/#comments Thu, 17 Feb 2022 13:07:10 -0400 nextgenin10.podbean.com/9bc4a225-36b8-3ff5-aedc-4ad4b0c32c87 Alanah is joined by Roberto Duran, wealth manager, and Ana Kline, practice manager, with Odyssey Wealth Design. Ana and Roberto discuss the role of a practice manager and how advisors can identify the need for this role in their team.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah is joined by Roberto Duran, wealth manager, and Ana Kline, practice manager, with Odyssey Wealth Design. Ana and Roberto discuss the role of a practice manager and how advisors can identify the need for this role in their team.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 826 5 48 full Ep. 47: Protecting Family Futures with Financial Planning Ep. 47: Protecting Family Futures with Financial Planning https://nextgenin10.podbean.com/e/ep-47-protecting-family-futures-with-financial-planning/ https://nextgenin10.podbean.com/e/ep-47-protecting-family-futures-with-financial-planning/#comments Thu, 10 Feb 2022 10:35:49 -0400 nextgenin10.podbean.com/bf99b633-3797-3b67-b36e-8c9f63bf78cd Alanah wraps up her conversation with Akeiva Ellis, financial planner and educator, by revisiting the subject of financial planning with young people and families, including how they can ensure their legacy in the long term.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah wraps up her conversation with Akeiva Ellis, financial planner and educator, by revisiting the subject of financial planning with young people and families, including how they can ensure their legacy in the long term.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 828 5 47 full Ep. 46: Financial Planners and Financial Literacy for Young Clients Ep. 46: Financial Planners and Financial Literacy for Young Clients https://nextgenin10.podbean.com/e/ep-46-financial-planners-and-financial-literacy-for-young-clients/ https://nextgenin10.podbean.com/e/ep-46-financial-planners-and-financial-literacy-for-young-clients/#comments Thu, 03 Feb 2022 12:24:09 -0400 nextgenin10.podbean.com/d8424704-ab28-3386-98c9-e4f47bf29119 Alanah welcomes back Akeiva Ellis, financial planner and educator, for a discussion on Akeiva's project "The Bemused," a financial literacy plan for young adults, that answers the question: how can other advisors focus on this critical and underserved demographic?

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah welcomes back Akeiva Ellis, financial planner and educator, for a discussion on Akeiva's project "The Bemused," a financial literacy plan for young adults, that answers the question: how can other advisors focus on this critical and underserved demographic?

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 694 5 46 full Ep. 45: Which Financial Certification is Right for You? Ep. 45: Which Financial Certification is Right for You? https://nextgenin10.podbean.com/e/ep-45-which-financial-certification-is-right-for-you/ https://nextgenin10.podbean.com/e/ep-45-which-financial-certification-is-right-for-you/#comments Thu, 27 Jan 2022 10:13:45 -0400 nextgenin10.podbean.com/4f330fa0-0436-3fa5-8fe7-ba646f772612 We lead off Season 5 as Alanah welcomes financial planner and educator Akeiva Ellis! Alanah and Akeiva lead off their conversation with a topic most pressing to up-and-coming financial professionals: finding the designation or certification program that's right for your career.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> We lead off Season 5 as Alanah welcomes financial planner and educator Akeiva Ellis! Alanah and Akeiva lead off their conversation with a topic most pressing to up-and-coming financial professionals: finding the designation or certification program that's right for your career.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 852 5 45 full Ep. 44: Advancing Female Financial Professionals Ep. 44: Advancing Female Financial Professionals https://nextgenin10.podbean.com/e/ep-44-advancing-female-financial-professionals/ https://nextgenin10.podbean.com/e/ep-44-advancing-female-financial-professionals/#comments Wed, 03 Nov 2021 09:32:45 -0300 nextgenin10.podbean.com/36fc7dff-d511-3703-a9a3-e2648199475d We wrap up Season 4 as Alanah finishes her conversation with Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for a dedicated discussion on the benefits and challenges of working in financial services as a female professional.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> We wrap up Season 4 as Alanah finishes her conversation with Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for a dedicated discussion on the benefits and challenges of working in financial services as a female professional.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 921 4 44 full Ep. 43: Gender and Psychology in Money Silence Ep. 43: Gender and Psychology in Money Silence https://nextgenin10.podbean.com/e/ep-43-gender-and-psychology-in-money-silence/ https://nextgenin10.podbean.com/e/ep-43-gender-and-psychology-in-money-silence/#comments Wed, 27 Oct 2021 09:31:39 -0300 nextgenin10.podbean.com/03e97a11-c6c0-3f99-8144-01e09955597a Alanah is joined again by Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, to discuss the role gender norms and scholastic education play in forming "money silence," as well as how they can help break it.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah is joined again by Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, to discuss the role gender norms and scholastic education play in forming "money silence," as well as how they can help break it.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 862 4 43 full Ep. 42: ”Money Silence” and Its Consequences Ep. 42: ”Money Silence” and Its Consequences https://nextgenin10.podbean.com/e/ep-42-money-silence-and-its-consequences/ https://nextgenin10.podbean.com/e/ep-42-money-silence-and-its-consequences/#comments Wed, 20 Oct 2021 14:03:09 -0300 nextgenin10.podbean.com/91fa701b-6873-3545-b628-52230f80d942 What is "money silence," and how does it affect financial advisors and their clients? Alanah welcomes Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for the first in a series of discussions on how to break that silence.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> What is "money silence," and how does it affect financial advisors and their clients? Alanah welcomes Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for the first in a series of discussions on how to break that silence.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 813 4 42 full Ep. 41: Addressing Women in Financial Services Ep. 41: Addressing Women in Financial Services https://nextgenin10.podbean.com/e/ep-41-addressing-women-in-financial-services/ https://nextgenin10.podbean.com/e/ep-41-addressing-women-in-financial-services/#comments Wed, 13 Oct 2021 09:29:38 -0300 nextgenin10.podbean.com/3c023040-118c-310a-aa7c-987d9457986e On both the advisor and client side, women are still not always well-served by the financial services industry. Alanah wraps up her conversation with A.J. Bishop, founder of My Wealth-Conscious Coach, with a look at how female financial professionals can succeed in a male-dominated industry, as well as better approach women as clients.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> On both the advisor and client side, women are still not always well-served by the financial services industry. Alanah wraps up her conversation with A.J. Bishop, founder of My Wealth-Conscious Coach, with a look at how female financial professionals can succeed in a male-dominated industry, as well as better approach women as clients.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 996 4 41 full Ep. 40: Building a Book of Business for Next-Gen Advisors Ep. 40: Building a Book of Business for Next-Gen Advisors https://nextgenin10.podbean.com/e/ep-40-building-a-book-of-business-for-next-gen-advisors/ https://nextgenin10.podbean.com/e/ep-40-building-a-book-of-business-for-next-gen-advisors/#comments Wed, 06 Oct 2021 11:47:32 -0300 nextgenin10.podbean.com/8eb11dd6-da48-3f93-a492-a0b41afb6846 One of the biggest challenges for new financial advisors is prospecting and finding new clients. Alanah speaks again with A.J. Bishop, founder of My Wealth-Conscious Coach, about strategies for success in the client search.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> One of the biggest challenges for new financial advisors is prospecting and finding new clients. Alanah speaks again with A.J. Bishop, founder of My Wealth-Conscious Coach, about strategies for success in the client search.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 992 4 40 full Ep. 39: Falling Into Financial Services as a Career Ep. 39: Falling Into Financial Services as a Career https://nextgenin10.podbean.com/e/ep-39-falling-into-financial-services-as-a-career/ https://nextgenin10.podbean.com/e/ep-39-falling-into-financial-services-as-a-career/#comments Wed, 29 Sep 2021 09:48:18 -0300 nextgenin10.podbean.com/34ba31e6-bdec-3615-94bd-d60d05df50e8 How do people of various backgrounds fall into the financial services industry? Alanah welcomes A.J. Bishop, founder of My Wealth-Conscious Coach, for a discussion of her personal journey as a financial professional.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> How do people of various backgrounds fall into the financial services industry? Alanah welcomes A.J. Bishop, founder of My Wealth-Conscious Coach, for a discussion of her personal journey as a financial professional.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 944 4 39 full Ep. 38: Engaging with Millennials in Financial Planning Ep. 38: Engaging with Millennials in Financial Planning https://nextgenin10.podbean.com/e/ep-38-engaging-with-millennials-in-financial-planning/ https://nextgenin10.podbean.com/e/ep-38-engaging-with-millennials-in-financial-planning/#comments Wed, 22 Sep 2021 09:42:31 -0300 nextgenin10.podbean.com/3907c2cb-b5b9-31ee-a91e-f7434cf1a3a8 Alanah and Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, finish their discussion of financial planning tips to working with millennials with a look at how technology makes it easier for prospective clients to find advisors and advisors to prospect among millennial groups.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah and Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, finish their discussion of financial planning tips to working with millennials with a look at how technology makes it easier for prospective clients to find advisors and advisors to prospect among millennial groups.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 815 4 38 full Ep. 37: Financial Planning for Millennials Ep. 37: Financial Planning for Millennials https://nextgenin10.podbean.com/e/ep-37-financial-planning-for-millennials/ https://nextgenin10.podbean.com/e/ep-37-financial-planning-for-millennials/#comments Wed, 15 Sep 2021 10:09:41 -0300 nextgenin10.podbean.com/29559ee8-768e-3a92-a74c-6b46b232f3fb Alanah continues her discussion with Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, and takes a look at how advisors can work with millennial clients in ways that best serve both parties, including issues of fee schedules and planning models.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah continues her discussion with Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, and takes a look at how advisors can work with millennial clients in ways that best serve both parties, including issues of fee schedules and planning models.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 848 4 37 full Ep. 36: Blue Ocean Strategy and Beyond Your Hammock Ep. 36: Blue Ocean Strategy and Beyond Your Hammock https://nextgenin10.podbean.com/e/ep-36-blue-ocean-strategy-and-beyond-your-hammock/ https://nextgenin10.podbean.com/e/ep-36-blue-ocean-strategy-and-beyond-your-hammock/#comments Wed, 08 Sep 2021 10:54:43 -0300 nextgenin10.podbean.com/bbc5d419-618a-36f2-9aac-4c1fe5264fed Alanah welcomes Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, to discuss how many advisors are expanding their role and the advantages of working with non-traditional segments of clients.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah welcomes Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, to discuss how many advisors are expanding their role and the advantages of working with non-traditional segments of clients.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 672 4 36 full Ep. 35: Dispelling Retirement Planning Myths Ep. 35: Dispelling Retirement Planning Myths https://nextgenin10.podbean.com/e/ep-35-dispelling-retirement-planning-myths/ https://nextgenin10.podbean.com/e/ep-35-dispelling-retirement-planning-myths/#comments Wed, 01 Sep 2021 10:17:51 -0300 nextgenin10.podbean.com/5ac53418-f459-358d-aa87-5336e96b8ad4 Do financial advisors have to work with clients at or near retirement to be successful? Alanah continues her conversation with Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to put the kibosh on some enduring success myths.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Do financial advisors have to work with clients at or near retirement to be successful? Alanah continues her conversation with Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to put the kibosh on some enduring success myths.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 1001 4 35 full Ep. 34: What is a Financial Professor? Ep. 34: What is a Financial Professor? https://nextgenin10.podbean.com/e/ep-34-what-is-a-financial-professor/ https://nextgenin10.podbean.com/e/ep-34-what-is-a-financial-professor/#comments Wed, 25 Aug 2021 09:17:14 -0300 nextgenin10.podbean.com/e4f227aa-6ead-3420-b37b-449b294f1159 We begin Season 4 of our podcast as host Alanah Phillips is joined by Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to discuss pathways to becoming a professor in financial services and how advisors can adapt their skills to teaching others.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> We begin Season 4 of our podcast as host Alanah Phillips is joined by Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to discuss pathways to becoming a professor in financial services and how advisors can adapt their skills to teaching others.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 845 4 34 full Ep. 33: Insurance as a Professional Foundation Ep. 33: Insurance as a Professional Foundation https://nextgenin10.podbean.com/e/ep-33-taking-small-steps-toward-success/ https://nextgenin10.podbean.com/e/ep-33-taking-small-steps-toward-success/#comments Wed, 14 Jul 2021 09:54:30 -0300 nextgenin10.podbean.com/1a43e894-663c-3dec-b6ec-72517dd26706 Alanah and Ashley Murphy of Arete Wealth Strategists wrap up their discussion with a look at the long road of experience many financial services professionals work through and how to maintain patience and satisfaction in practice-building.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah and Ashley Murphy of Arete Wealth Strategists wrap up their discussion with a look at the long road of experience many financial services professionals work through and how to maintain patience and satisfaction in practice-building.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 830 3 33 full Ep. 32: Specializing in International Wealth Management Ep. 32: Specializing in International Wealth Management https://nextgenin10.podbean.com/e/ep-32-wealth-management-without-borders/ https://nextgenin10.podbean.com/e/ep-32-wealth-management-without-borders/#comments Wed, 07 Jul 2021 09:47:09 -0300 nextgenin10.podbean.com/b43ab8d8-5feb-31a0-9c31-d327ad506aa2 Alanah continues her conversation with Ashley Murphy of Arete Wealth Strategists, with a focus on unique situations clients may face when splitting their time and assets between different countries.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah continues her conversation with Ashley Murphy of Arete Wealth Strategists, with a focus on unique situations clients may face when splitting their time and assets between different countries.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 847 3 32 full Ep. 31: Going International in Financial Services Ep. 31: Going International in Financial Services https://nextgenin10.podbean.com/e/ep-31-going-global-in-financial-services/ https://nextgenin10.podbean.com/e/ep-31-going-global-in-financial-services/#comments Wed, 30 Jun 2021 11:51:25 -0300 nextgenin10.podbean.com/163a22f2-afce-3119-b42a-31a4938435e4 We go international as Alanah is joined (from Australia!) by Ashley Murphy of Arete Wealth Strategists, President of the Global Financial Planning Institute. In this first conversation, they talk about the life of professionals who manage wealth across national borders.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> We go international as Alanah is joined (from Australia!) by Ashley Murphy of Arete Wealth Strategists, President of the Global Financial Planning Institute. In this first conversation, they talk about the life of professionals who manage wealth across national borders.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 789 3 31 full Ep. 30: Building a Better Brand for Financial Services Ep. 30: Building a Better Brand for Financial Services https://nextgenin10.podbean.com/e/ep-30-building-a-better-brand-for-financial-services/ https://nextgenin10.podbean.com/e/ep-30-building-a-better-brand-for-financial-services/#comments Wed, 23 Jun 2021 12:34:17 -0300 nextgenin10.podbean.com/e40962b2-869a-3223-a32e-7058816a6724 Alanah and Dominique Henderson wrap up their conversation series with a look at impressions of financial services among next-gen professionals and how societal and cultures changes is shifting where the industry stands.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah and Dominique Henderson wrap up their conversation series with a look at impressions of financial services among next-gen professionals and how societal and cultures changes is shifting where the industry stands.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 784 3 30 full Ep. 29: Getting a "Jumpstart" with Career-Changers Ep. 29: Getting a "Jumpstart" with Career-Changers https://nextgenin10.podbean.com/e/ep-29-getting-a-jumpstart-with-career-changers/ https://nextgenin10.podbean.com/e/ep-29-getting-a-jumpstart-with-career-changers/#comments Wed, 16 Jun 2021 09:50:53 -0300 nextgenin10.podbean.com/2f97e20b-9416-349f-b560-6f6b1b8874c9 Alanah and Dominique Henderson of DJH Capital Management discuss Dom's other project, the Jumpstart Coaching Lab, and how to best mentor and address the needs of those transitioning into financial services from other professions.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah and Dominique Henderson of DJH Capital Management discuss Dom's other project, the Jumpstart Coaching Lab, and how to best mentor and address the needs of those transitioning into financial services from other professions.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 829 3 29 full Ep. 28: Dealing with Competition in Financial Services Ep. 28: Dealing with Competition in Financial Services https://nextgenin10.podbean.com/e/ep-28-an-abundance-of-resources/ https://nextgenin10.podbean.com/e/ep-28-an-abundance-of-resources/#comments Wed, 09 Jun 2021 12:03:21 -0300 nextgenin10.podbean.com/acc0a58f-a287-3cdc-9cbd-787e19ea6d2b Alanah welcomes Dominique Henderson, founder of DJH Capital Management and the Jumpstart Coaching Lab, with a conversation on competition in financial services and why it's important for more established professionals to work with newcomers to the industry. 

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah welcomes Dominique Henderson, founder of DJH Capital Management and the Jumpstart Coaching Lab, with a conversation on competition in financial services and why it's important for more established professionals to work with newcomers to the industry. 

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 756 3 28 full Ep. 27: Opportunities in Succession Planning Ep. 27: Opportunities in Succession Planning https://nextgenin10.podbean.com/e/ep-27-legacy-and-lessons-learned/ https://nextgenin10.podbean.com/e/ep-27-legacy-and-lessons-learned/#comments Wed, 02 Jun 2021 09:49:29 -0300 nextgenin10.podbean.com/db79b315-354c-3739-89ae-d2d6dbac19cd Alanah holds her final conversation with Laurie Nichols of Laurie Nichols Coaching on how next-gen advisors and professionals can be responsible successors to their former leaders and mentors while also leaving their own mark on an organization.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah holds her final conversation with Laurie Nichols of Laurie Nichols Coaching on how next-gen advisors and professionals can be responsible successors to their former leaders and mentors while also leaving their own mark on an organization.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 756 3 27 full Ep. 26: The Challenges with Succession Planning Ep. 26: The Challenges with Succession Planning https://nextgenin10.podbean.com/e/ep-26-onward-with-the-old-and-inward-with-the-new/ https://nextgenin10.podbean.com/e/ep-26-onward-with-the-old-and-inward-with-the-new/#comments Wed, 26 May 2021 09:44:04 -0300 nextgenin10.podbean.com/a36b49ef-6262-3fa4-8e4c-49bac474c4c2 Alanah continues her discussion with Laurie Nichols of Laurie Nichols Coaching about succession planning for advisors and practice owners and the difficulties faced in generational leadership transitions.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah continues her discussion with Laurie Nichols of Laurie Nichols Coaching about succession planning for advisors and practice owners and the difficulties faced in generational leadership transitions.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 744 3 26 full Ep. 25: Succeeding in Succession Planning Ep. 25: Succeeding in Succession Planning https://nextgenin10.podbean.com/e/ep-25-succeeding-in-succession-planning/ https://nextgenin10.podbean.com/e/ep-25-succeeding-in-succession-planning/#comments Wed, 19 May 2021 12:17:24 -0300 nextgenin10.podbean.com/b2ae204f-6cc7-3ebf-97c2-9d566e38d8a3 Alanah is joined by succession planning expert Laurie Nichols of Laurie Nichols Coaching. In this episode, they discuss why some advisors find succession planning so fulfilling and why it's important to to ensure your financial planning practice outlives you.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah is joined by succession planning expert Laurie Nichols of Laurie Nichols Coaching. In this episode, they discuss why some advisors find succession planning so fulfilling and why it's important to to ensure your financial planning practice outlives you.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 693 3 25 full Ep. 24: Personal Statements and Professional Advantages Ep. 24: Personal Statements and Professional Advantages https://nextgenin10.podbean.com/e/ep-24-personal-statements-and-professional-advantages/ https://nextgenin10.podbean.com/e/ep-24-personal-statements-and-professional-advantages/#comments Wed, 12 May 2021 09:39:55 -0300 nextgenin10.podbean.com/f527211d-8151-3c87-92dc-9e15b3b71a63 Alanah wraps up her conversation series with Joe Fink of Lincoln Financial by examining how putting forth your own unique style as an advisor can shape client opinions and make a difference for your business.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah wraps up her conversation series with Joe Fink of Lincoln Financial by examining how putting forth your own unique style as an advisor can shape client opinions and make a difference for your business.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 820 3 24 full Ep. 23: Financial Services Fashion and Philosophy Ep. 23: Financial Services Fashion and Philosophy https://nextgenin10.podbean.com/e/ep-23-financial-services-fashion-and-philosophy/ https://nextgenin10.podbean.com/e/ep-23-financial-services-fashion-and-philosophy/#comments Tue, 04 May 2021 11:18:17 -0300 nextgenin10.podbean.com/3cc51c72-e1ba-31cf-a44b-f80f89c884ef Alanah and Joe Fink of Lincoln Financial continue their discussion on professional dress and deportment and how advisors can leverage their personal sense of style in client and business relationships.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah and Joe Fink of Lincoln Financial continue their discussion on professional dress and deportment and how advisors can leverage their personal sense of style in client and business relationships.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 748 3 23 full Ep. 22: What is a Wholesaler in Financial Services? Ep. 22: What is a Wholesaler in Financial Services? https://nextgenin10.podbean.com/e/ep-22-a-wholesome-approach-to-financial-services/ https://nextgenin10.podbean.com/e/ep-22-a-wholesome-approach-to-financial-services/#comments Fri, 30 Apr 2021 12:06:01 -0300 nextgenin10.podbean.com/039e6d4b-c949-3aaa-9efa-f8e9353b6bf2 In the first episode of Season 3, Alanah Phillips welcomes dress and deportment expert Joe Fink of Lincoln Financial with a discussion of why he became a wholesaler, and what it takes to build lasting relationships with professionals and clients.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> In the first episode of Season 3, Alanah Phillips welcomes dress and deportment expert Joe Fink of Lincoln Financial with a discussion of why he became a wholesaler, and what it takes to build lasting relationships with professionals and clients.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 533 3 22 full Ep. 21: Turning Competition into Collaboration Ep. 21: Turning Competition into Collaboration https://nextgenin10.podbean.com/e/ep-21-turning-competition-into-collaboration/ https://nextgenin10.podbean.com/e/ep-21-turning-competition-into-collaboration/#comments Fri, 29 Jan 2021 09:33:59 -0400 nextgenin10.podbean.com/acf2f91b-8c1e-3e8b-be3b-ae09d59b0e2f Alanah speaks with Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan about how the advent of the digital age has opened up new opportunities in the financial services industry, and how next-gen professionals can support each other online and in person.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah speaks with Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan about how the advent of the digital age has opened up new opportunities in the financial services industry, and how next-gen professionals can support each other online and in person.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 668 2 21 full Ep. 20: Getting Creative with Digital Prospecting Ep. 20: Getting Creative with Digital Prospecting https://nextgenin10.podbean.com/e/ep-20-getting-creative-with-digital-prospecting/ https://nextgenin10.podbean.com/e/ep-20-getting-creative-with-digital-prospecting/#comments Fri, 29 Jan 2021 09:33:53 -0400 nextgenin10.podbean.com/50770579-b740-3007-82b7-8de23cec4186 Alanah talks with Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan about how to find new clients in today's increasingly virtual marketplace and form connections via smart content choices.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah talks with Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan about how to find new clients in today's increasingly virtual marketplace and form connections via smart content choices.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 820 2 20 full Ep. 19: Networking in the Digital Age Ep. 19: Networking in the Digital Age https://nextgenin10.podbean.com/e/ep-19-networking-in-the-digital-age/ https://nextgenin10.podbean.com/e/ep-19-networking-in-the-digital-age/#comments Fri, 29 Jan 2021 09:33:46 -0400 nextgenin10.podbean.com/1a3ce10a-3d5b-3284-8e35-fb522a721ed3 Alanah is joined by Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan to talk about how their personal and professional friendship formed from LinkedIn interactions, as well as the power of social media spaces for making connections.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah is joined by Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan to talk about how their personal and professional friendship formed from LinkedIn interactions, as well as the power of social media spaces for making connections.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 728 2 19 full Ep. 18: Coaching, Conferences, and Career Growth Ep. 18: Coaching, Conferences, and Career Growth https://nextgenin10.podbean.com/e/ep-18-coaching-conferences-and-career-growth/ https://nextgenin10.podbean.com/e/ep-18-coaching-conferences-and-career-growth/#comments Fri, 29 Jan 2021 09:33:39 -0400 nextgenin10.podbean.com/d677f7c6-4757-3536-8317-ef658fe28646 Alanah talks to Lucila Williams, founder of The Intentional Advisor, about how seeking a mentor in financial services through coaching, as well as going to networking events, can expand your personal and professional horizons.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah talks to Lucila Williams, founder of The Intentional Advisor, about how seeking a mentor in financial services through coaching, as well as going to networking events, can expand your personal and professional horizons.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 767 2 18 full Ep. 17: The Advantages of Advice-Based Planning Ep. 17: The Advantages of Advice-Based Planning https://nextgenin10.podbean.com/e/ep-17-the-advantages-of-advice-based-planning/ https://nextgenin10.podbean.com/e/ep-17-the-advantages-of-advice-based-planning/#comments Fri, 29 Jan 2021 09:33:33 -0400 nextgenin10.podbean.com/4ae1b436-b50d-37f9-9030-6f01e3c0e267 Alanah is joined by Lucila Williams, founder of The Intentional Advisor, to explore the meaning of an "advice-based" advising model and making the advising experience central to your practice.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah is joined by Lucila Williams, founder of The Intentional Advisor, to explore the meaning of an "advice-based" advising model and making the advising experience central to your practice.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 844 2 17 full Ep. 16: Planning Your Own Path in Financial Services Ep. 16: Planning Your Own Path in Financial Services https://nextgenin10.podbean.com/e/ep-16-planning-your-own-path-in-financial-services/ https://nextgenin10.podbean.com/e/ep-16-planning-your-own-path-in-financial-services/#comments Fri, 29 Jan 2021 09:33:25 -0400 nextgenin10.podbean.com/a04aeb52-c978-36f1-bfa1-58dd62bfa3ea Alanah speaks with Lucila Williams, founder of The Intentional Advisor, about how to get into the financial services field and succeed with your practice while staying true to yourself.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah speaks with Lucila Williams, founder of The Intentional Advisor, about how to get into the financial services field and succeed with your practice while staying true to yourself.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 862 2 16 full Ep. 15: Content and Connections in a Post-COVID World Ep. 15: Content and Connections in a Post-COVID World https://nextgenin10.podbean.com/e/ep-15-content-and-connections-in-a-post-covid-world/ https://nextgenin10.podbean.com/e/ep-15-content-and-connections-in-a-post-covid-world/#comments Fri, 29 Jan 2021 09:33:17 -0400 nextgenin10.podbean.com/3657d819-c3ff-34b7-a4f4-ef2290c73c75 Alanah speaks with Charlie Rocco of MONECO Advisors on how to navigate new advising models brought about by the COVID-19 pandemic, including how to attract new clients and utilize technology to grow your business.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah speaks with Charlie Rocco of MONECO Advisors on how to navigate new advising models brought about by the COVID-19 pandemic, including how to attract new clients and utilize technology to grow your business.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 818 2 15 full Ep. 14: Keys to a Virtual Advising Model Ep. 14: Keys to a Virtual Advising Model https://nextgenin10.podbean.com/e/ep-14-keys-to-a-virtual-advising-model/ https://nextgenin10.podbean.com/e/ep-14-keys-to-a-virtual-advising-model/#comments Fri, 29 Jan 2021 09:33:10 -0400 nextgenin10.podbean.com/8723fd45-227d-30b2-bc9c-7b7b3dcb69af Alanah and Charlie Rocco of MONECO Advisors talk about how to make a remote advising practice work, and the benefits and challenges of instituting distance-based business practices.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah and Charlie Rocco of MONECO Advisors talk about how to make a remote advising practice work, and the benefits and challenges of instituting distance-based business practices.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 717 2 14 full Ep. 13: Working Within the New Normal Ep. 13: Working Within the New Normal https://nextgenin10.podbean.com/e/ep-13-working-within-the-new-normal/ https://nextgenin10.podbean.com/e/ep-13-working-within-the-new-normal/#comments Fri, 29 Jan 2021 09:33:03 -0400 nextgenin10.podbean.com/0dd36026-1131-3e3b-a792-ce991d35ac1f Alanah is joined by Charlie Rocco of MONECO Advisors for a discussion on the impact of the COVID-19 pandemic on financial advisors and how to transition to a remote advisory model.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah is joined by Charlie Rocco of MONECO Advisors for a discussion on the impact of the COVID-19 pandemic on financial advisors and how to transition to a remote advisory model.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 820 2 13 full Ep. 12: Judging Your Future in Finance Ep. 12: Judging Your Future in Finance https://nextgenin10.podbean.com/e/ep-12-judging-your-future-in-finance/ https://nextgenin10.podbean.com/e/ep-12-judging-your-future-in-finance/#comments Fri, 29 Jan 2021 09:32:55 -0400 nextgenin10.podbean.com/9ef7a355-c777-3031-9342-a9af797d330f Alanah talks with Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial about what opportunities look like in financial services over the coming years and why up-and-coming professionals should choose the industry.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah talks with Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial about what opportunities look like in financial services over the coming years and why up-and-coming professionals should choose the industry.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 935 2 12 full Ep. 11: Onwards and Upwards Ep. 11: Onwards and Upwards https://nextgenin10.podbean.com/e/ep-11-onwards-and-upwards/ https://nextgenin10.podbean.com/e/ep-11-onwards-and-upwards/#comments Fri, 29 Jan 2021 09:32:45 -0400 nextgenin10.podbean.com/0ab9c238-4bcf-39db-9a35-cbe201feac43 Alanah is joined by Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial to discuss the trends and circumstances that motivate financial advisors to leave either their current positions or the field altogether in search of new opportunities.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah is joined by Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial to discuss the trends and circumstances that motivate financial advisors to leave either their current positions or the field altogether in search of new opportunities.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 690 2 11 full Ep.10: Finding a Foothold in Financial Services Ep.10: Finding a Foothold in Financial Services https://nextgenin10.podbean.com/e/ep10-finding-a-foothold-in-financial-services/ https://nextgenin10.podbean.com/e/ep10-finding-a-foothold-in-financial-services/#comments Fri, 29 Jan 2021 09:32:33 -0400 nextgenin10.podbean.com/5f682b95-9a0d-3ace-aa8e-f126d94a5891 Alanah speaks with Kate Healy, formerly with TD Ameritrade, and Kraleigh Woodford of LPL Financial about the institutional and independent branches of financial services and how new advisors can find where they fit in best.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> Alanah speaks with Kate Healy, formerly with TD Ameritrade, and Kraleigh Woodford of LPL Financial about the institutional and independent branches of financial services and how new advisors can find where they fit in best.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

]]> nextgenin10 false No 686 2 10 full Ep. 9: Teamwork Makes the Dream Work Ep. 9: Teamwork Makes the Dream Work https://nextgenin10.podbean.com/e/ep-9-teamwork-makes-the-dream-work/ https://nextgenin10.podbean.com/e/ep-9-teamwork-makes-the-dream-work/#comments Tue, 10 Nov 2020 10:15:23 -0400 nextgenin10.podbean.com/42446c89-f84b-36d3-af88-bb0c2550ec7e Host Alanah Phillips speaks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about his reflections on 10 years in financial services and how having partners and subordinates you can lean on is key to succeeding.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

]]> Host Alanah Phillips speaks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about his reflections on 10 years in financial services and how having partners and subordinates you can lean on is key to succeeding.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

]]> theamercol false No 581 1 9 full Ep. 8: Understanding Practice Acqusition Ep. 8: Understanding Practice Acqusition https://nextgenin10.podbean.com/e/ep-8-understanding-practice-acqusition/ https://nextgenin10.podbean.com/e/ep-8-understanding-practice-acqusition/#comments Tue, 10 Nov 2020 10:14:03 -0400 nextgenin10.podbean.com/78d9c9b2-7a11-3e30-be38-61c223202fd2 Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, get down and dirty to talk about practice acquisition and the dos and don'ts of absorbing other advisors' financial businesses.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

]]> Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, get down and dirty to talk about practice acquisition and the dos and don'ts of absorbing other advisors' financial businesses.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

]]> theamercol false No 710 1 8 full Ep. 7: Finding Your Next-Gen Niche Ep. 7: Finding Your Next-Gen Niche https://nextgenin10.podbean.com/e/ep-7-finding-your-next-gen-niche/ https://nextgenin10.podbean.com/e/ep-7-finding-your-next-gen-niche/#comments Tue, 10 Nov 2020 10:12:50 -0400 nextgenin10.podbean.com/62bc5fc0-ed10-326f-aa83-d988da51f64e Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, discuss where next-gen financial professionals fall in the modern world of advising and business, and how they can work their way up with the help of others.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

]]> Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, discuss where next-gen financial professionals fall in the modern world of advising and business, and how they can work their way up with the help of others.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

]]> theamercol false No 611 1 7 full Ep. 6: From Survival to Success Ep. 6: From Survival to Success https://nextgenin10.podbean.com/e/ep-6-from-survival-to-success/ https://nextgenin10.podbean.com/e/ep-6-from-survival-to-success/#comments Tue, 10 Nov 2020 10:11:06 -0400 nextgenin10.podbean.com/8efa106d-a8a0-3a11-b387-3c5682adc522 Host Alanah Phillips talks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about starting up a successful financial advising practice, along with some tips on how to get through the "survival" phase of professional growth.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

]]> Host Alanah Phillips talks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about starting up a successful financial advising practice, along with some tips on how to get through the "survival" phase of professional growth.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

]]> theamercol false No 550 1 6 full Ep. 5: Adding Value with Next-Gen Advisors Ep. 5: Adding Value with Next-Gen Advisors https://nextgenin10.podbean.com/e/ep-5-adding-value-with-next-gen-advisors/ https://nextgenin10.podbean.com/e/ep-5-adding-value-with-next-gen-advisors/#comments Tue, 10 Nov 2020 10:06:51 -0400 nextgenin10.podbean.com/c94928c5-1d13-321e-8133-6206c3312f40 Host Matt Aaron talks with Rianka Dorsainvil, founder and president of Your Greatest Contribution, about the benefits and challenges of being a next-gen financial advisor, as well as fostering trust between different generations and clients.

]]> Host Matt Aaron talks with Rianka Dorsainvil, founder and president of Your Greatest Contribution, about the benefits and challenges of being a next-gen financial advisor, as well as fostering trust between different generations and clients.

]]> theamercol false No 621 1 5 full Ep. 4: Reimagining (Financial) Service Ep. 4: Reimagining (Financial) Service https://nextgenin10.podbean.com/e/ep-4-reimagining-financial-service/ https://nextgenin10.podbean.com/e/ep-4-reimagining-financial-service/#comments Tue, 10 Nov 2020 10:05:22 -0400 nextgenin10.podbean.com/f9f3c025-c325-3029-847a-c5b1d2fdc2ff Host Matt Aaron is joined by Rianka Dorsainvil, founder and president of Your Greatest Contribution, to talk about increasing diversity and its effect on financial services, as well as how education is crucial to professional growth.

]]> Host Matt Aaron is joined by Rianka Dorsainvil, founder and president of Your Greatest Contribution, to talk about increasing diversity and its effect on financial services, as well as how education is crucial to professional growth.

]]> theamercol false No 659 1 4 full Ep. 3: Finding Your Path to Financial Planning Ep. 3: Finding Your Path to Financial Planning https://nextgenin10.podbean.com/e/finding-your-path-to-financial-planning/ https://nextgenin10.podbean.com/e/finding-your-path-to-financial-planning/#comments Tue, 10 Nov 2020 10:02:50 -0400 nextgenin10.podbean.com/386cc5bb-c81e-39a5-b057-afc6d1038243 Host Matt Aaron sits down with Rianka Dorsainvil, founder and president of Your Greatest Contribution, to discuss how she found a career in financial services and her advice to people looking to join the profession.

]]> Host Matt Aaron sits down with Rianka Dorsainvil, founder and president of Your Greatest Contribution, to discuss how she found a career in financial services and her advice to people looking to join the profession.

]]> theamercol false No 734 1 3 full Ep. 2: The Human Factor in Advising Ep. 2: The Human Factor in Advising https://nextgenin10.podbean.com/e/the-human-factor-in-advising/ https://nextgenin10.podbean.com/e/the-human-factor-in-advising/#comments Tue, 10 Nov 2020 10:00:45 -0400 nextgenin10.podbean.com/8dadf3d8-1ef0-3424-b560-94b08a3035fb Host Clarisa Hernandez is joined by Jeff Landt of North Star Resource Group to take a closer look at fee compression, how it affects financial services professionals, and the impact of robo-advisors.

]]> Host Clarisa Hernandez is joined by Jeff Landt of North Star Resource Group to take a closer look at fee compression, how it affects financial services professionals, and the impact of robo-advisors.

]]> theamercol false No 717 1 2 full Ep. 1: Compassion (and Honesty) is the Best Policy Ep. 1: Compassion (and Honesty) is the Best Policy https://nextgenin10.podbean.com/e/ep-1-compassion-and-honesty-is-the-best-policy/ https://nextgenin10.podbean.com/e/ep-1-compassion-and-honesty-is-the-best-policy/#comments Tue, 10 Nov 2020 09:58:50 -0400 nextgenin10.podbean.com/abef23e8-79be-3e9a-b846-b8f6aaa10dd1 Host Clarisa Hernandez speaks with Jeff Landt, Vice President and Director of Investments for North Star Resource Group, to discuss the difficulties of bringing up fees with clients, as well as helping them better understand and work with advisors on developing goals.

]]> Host Clarisa Hernandez speaks with Jeff Landt, Vice President and Director of Investments for North Star Resource Group, to discuss the difficulties of bringing up fees with clients, as well as helping them better understand and work with advisors on developing goals.

]]> theamercol false No 669 1 1 full