The future of wealth management depends on the next generation—but are we setting them up for success?
In this episode of Kick It Open, host Shelby Nicholl sits down with Alanah Phillips and Lindsey Lewis, co-founders of the Advisor Launch Lab, to explore what it really takes to attract, train, and retain top next-gen talent.
They break down the flaws in traditional hiring, why diversity in teams matters, and how mentorship, emotional intelligence, and continual learning are game-changers for building strong advisory teams. Plus, they tackle one of the industry's biggest challenges: reducing the high fallout rate among new advisors through better support and fresh thinking.
If you’re serious about the future of financial advising, this is an episode you can’t afford to miss.
Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.
