NextGen in 10
Ep. 21: Turning Competition into Collaboration

Ep. 21: Turning Competition into Collaboration

January 29, 2021

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.

Ep. 20: Getting Creative with Digital Prospecting

Ep. 20: Getting Creative with Digital Prospecting

January 29, 2021

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.

Ep. 19: Networking in the Digital Age

Ep. 19: Networking in the Digital Age

January 29, 2021

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.

Ep. 18: Coaching, Conferences, and Career Growth

Ep. 18: Coaching, Conferences, and Career Growth

January 29, 2021

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.

Ep. 17: The Advantages of Advice-Based Planning

Ep. 17: The Advantages of Advice-Based Planning

January 29, 2021

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.

Ep. 16: Planning Your Own Path in Financial Services

Ep. 16: Planning Your Own Path in Financial Services

January 29, 2021

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.

Ep. 15: Content and Connections in a Post-COVID World

Ep. 15: Content and Connections in a Post-COVID World

January 29, 2021

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.

Ep. 14: Keys to a Virtual Advising Model

Ep. 14: Keys to a Virtual Advising Model

January 29, 2021

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.

Ep. 13: Working Within the New Normal

Ep. 13: Working Within the New Normal

January 29, 2021

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.

Ep. 12: Judging Your Future in Finance

Ep. 12: Judging Your Future in Finance

January 29, 2021

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.