Shows
NextGen in 10Ep. 58: FinTech and Financial LiteracyFor 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.
2022-04-2816 minNextGen in 10Ep. 57: Writing a Book as a Financial ProfessionalAs 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.
2022-04-2116 minNextGen in 10Ep. 56: Financial Literacy and ”The Four Money Bears”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.
2022-04-1414 minNextGen in 10Ep. 55: Tax Help and ComplianceAlanah 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.
2022-04-0714 minNextGen in 10Ep. 54: How Advisors Can Work with CPAs to Grow Their PracticeFinancial 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.
2022-03-3112 minNextGen in 10Ep. 53: What is a CPA?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.
2022-03-2410 minNextGen in 10Ep. 52: Growing Diversity in Institutional Money ManagementAlanah 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.
2022-03-1713 minNextGen in 10Ep. 51: Is Financial Services Getting Richer and Whiter?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.
2022-03-1014 minNextGen in 10Ep. 50: Marrying Process with Impact Through Your Mission StatementAlanah 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.
2022-03-0317 minNextGen in 10Ep. 49: Building Repeatable Systems and Processes in Your PracticeAlanah 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.
2022-02-2415 minNextGen in 10Ep. 48: What is a Practice Manager?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.
2022-02-1713 minNextGen in 10Ep. 47: Protecting Family Futures with Financial PlanningAlanah 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.
2022-02-1013 minNextGen in 10Ep. 46: Financial Planners and Financial Literacy for Young ClientsAlanah 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.
2022-02-0311 minNextGen in 10Ep. 45: Which Financial Certification is Right for You?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.
2022-01-2714 minNextGen in 10Ep. 44: Advancing Female Financial ProfessionalsWe 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.
2021-11-0315 minNextGen in 10Ep. 43: Gender and Psychology in Money SilenceAlanah 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.
2021-10-2714 minNextGen in 10Ep. 42: ”Money Silence” and Its ConsequencesWhat 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.
2021-10-2013 minNextGen in 10Ep. 41: Addressing Women in Financial ServicesOn 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.
2021-10-1316 minNextGen in 10Ep. 40: Building a Book of Business for Next-Gen AdvisorsOne 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.
2021-10-0616 minNextGen in 10Ep. 39: Falling Into Financial Services as a CareerHow 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.
2021-09-2915 minNextGen in 10Ep. 38: Engaging with Millennials in Financial PlanningAlanah 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.
2021-09-2213 minNextGen in 10Ep. 37: Financial Planning for MillennialsAlanah 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.
2021-09-1514 minNextGen in 10Ep. 36: Blue Ocean Strategy and Beyond Your HammockAlanah 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.
2021-09-0811 minNextGen in 10Ep. 35: Dispelling Retirement Planning MythsDo 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.
2021-09-0116 minNextGen in 10Ep. 34: What is a Financial Professor?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.
2021-08-2514 minNextGen in 10Ep. 33: Insurance as a Professional FoundationAlanah 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.
2021-07-1413 minNextGen in 10Ep. 32: Specializing in International Wealth ManagementAlanah 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.
2021-07-0714 minNextGen in 10Ep. 31: Going International in Financial ServicesWe 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.
2021-06-3013 minNextGen in 10Ep. 30: Building a Better Brand for Financial ServicesAlanah 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.
2021-06-2313 minNextGen in 10Ep. 29: Getting a "Jumpstart" with Career-ChangersAlanah 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.
2021-06-1613 minNextGen in 10Ep. 28: Dealing with Competition in Financial ServicesAlanah 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.
2021-06-0912 minNextGen in 10Ep. 27: Opportunities in Succession PlanningAlanah 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.
2021-06-0212 minNextGen in 10Ep. 26: The Challenges with Succession PlanningAlanah 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.
2021-05-2612 minNextGen in 10Ep. 25: Succeeding in Succession PlanningAlanah 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.
2021-05-1911 minNextGen in 10Ep. 24: Personal Statements and Professional AdvantagesAlanah 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.
2021-05-1213 minNextGen in 10Ep. 23: Financial Services Fashion and PhilosophyAlanah 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.
2021-05-0412 minNextGen in 10Ep. 22: What is a Wholesaler in Financial Services?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.
2021-04-3008 minNextGen in 10Ep. 21: Turning Competition into CollaborationAlanah 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.
2021-01-2911 minNextGen in 10Ep. 20: Getting Creative with Digital ProspectingAlanah 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.
2021-01-2913 minNextGen in 10Ep. 19: Networking in the Digital AgeAlanah 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.
2021-01-2912 minNextGen in 10Ep. 18: Coaching, Conferences, and Career GrowthAlanah 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.
2021-01-2912 minNextGen in 10Ep. 17: The Advantages of Advice-Based PlanningAlanah 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.
2021-01-2914 minNextGen in 10Ep. 16: Planning Your Own Path in Financial ServicesAlanah 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.
2021-01-2914 minNextGen in 10Ep. 15: Content and Connections in a Post-COVID WorldAlanah 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.
2021-01-2913 minNextGen in 10Ep. 14: Keys to a Virtual Advising ModelAlanah 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.
2021-01-2911 minNextGen in 10Ep. 13: Working Within the New NormalAlanah 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.
2021-01-2913 minNextGen in 10Ep. 12: Judging Your Future in FinanceAlanah 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.
2021-01-2915 minNextGen in 10Ep. 11: Onwards and UpwardsAlanah 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.
2021-01-2911 minNextGen in 10Ep.10: Finding a Foothold in Financial ServicesAlanah 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.
2021-01-2911 minNextGen in 10Ep. 9: Teamwork Makes the Dream WorkHost 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 A...
2020-11-1009 minNextGen in 10Ep. 8: Understanding Practice AcqusitionHost 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.
2020-11-1011 minNextGen in 10Ep. 7: Finding Your Next-Gen NicheHost 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 a...
2020-11-1010 minNextGen in 10Ep. 6: From Survival to SuccessHost 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 F...
2020-11-1009 minNextGen in 10Ep. 5: Adding Value with Next-Gen AdvisorsHost 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.
2020-11-1010 minNextGen in 10Ep. 4: Reimagining (Financial) ServiceHost 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.
2020-11-1010 minNextGen in 10Ep. 3: Finding Your Path to Financial PlanningHost 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.
2020-11-1012 minNextGen in 10Ep. 2: The Human Factor in AdvisingHost 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.
2020-11-1011 minNextGen in 10Ep. 1: Compassion (and Honesty) is the Best PolicyHost 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.
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