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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
Tuesday Nov 10, 2020
Ep. 1: Compassion (and Honesty) is the Best Policy
Tuesday Nov 10, 2020
Tuesday Nov 10, 2020
Host Clarisa Hernandez speaks with Jeff Landt, Vice President and Director of Investments for North Star Resource Group, to discuss the difficulties of bringing up fees with clients, as well as helping them better understand and work with advisors on developing goals.
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