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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 Sep 29, 2021
Ep. 39: Falling Into Financial Services as a Career
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
How 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.
Wednesday Sep 22, 2021
Ep. 38: Engaging with Millennials in Financial Planning
Wednesday Sep 22, 2021
Wednesday Sep 22, 2021
Alanah 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.
Wednesday Sep 15, 2021
Ep. 37: Financial Planning for Millennials
Wednesday Sep 15, 2021
Wednesday Sep 15, 2021
Alanah 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.
Wednesday Sep 08, 2021
Ep. 36: Blue Ocean Strategy and Beyond Your Hammock
Wednesday Sep 08, 2021
Wednesday Sep 08, 2021
Alanah 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.
Wednesday Sep 01, 2021
Ep. 35: Dispelling Retirement Planning Myths
Wednesday Sep 01, 2021
Wednesday Sep 01, 2021
Do 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.