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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 Jun 30, 2021
Ep. 31: Going International in Financial Services
Wednesday Jun 30, 2021
Wednesday Jun 30, 2021
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.
Wednesday Jun 23, 2021
Ep. 30: Building a Better Brand for Financial Services
Wednesday Jun 23, 2021
Wednesday Jun 23, 2021
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.
Wednesday Jun 16, 2021
Ep. 29: Getting a "Jumpstart" with Career-Changers
Wednesday Jun 16, 2021
Wednesday Jun 16, 2021
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.
Wednesday Jun 09, 2021
Ep. 28: Dealing with Competition in Financial Services
Wednesday Jun 09, 2021
Wednesday Jun 09, 2021
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.
Wednesday Jun 02, 2021
Ep. 27: Opportunities in Succession Planning
Wednesday Jun 02, 2021
Wednesday Jun 02, 2021
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.