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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 Jul 14, 2021
Ep. 33: Insurance as a Professional Foundation
Wednesday Jul 14, 2021
Wednesday Jul 14, 2021
Alanah 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.
Wednesday Jul 07, 2021
Ep. 32: Specializing in International Wealth Management
Wednesday Jul 07, 2021
Wednesday Jul 07, 2021
Alanah 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.