9.3K
Downloads
70
Episodes
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.
Episodes
Wednesday May 26, 2021
Ep. 26: The Challenges with Succession Planning
Wednesday May 26, 2021
Wednesday May 26, 2021
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.
Wednesday May 19, 2021
Ep. 25: Succeeding in Succession Planning
Wednesday May 19, 2021
Wednesday May 19, 2021
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.
Wednesday May 12, 2021
Ep. 24: Personal Statements and Professional Advantages
Wednesday May 12, 2021
Wednesday May 12, 2021
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.
Tuesday May 04, 2021
Ep. 23: Financial Services Fashion and Philosophy
Tuesday May 04, 2021
Tuesday May 04, 2021
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.