NextGen in 10

Ep. 60: The Nuts and Bolts of Practice-Building

Alanah rejoins Adam Carr and Nicole Letarte of Modern Wealth Design to continue their conversation on practice-building, including how financial professionals can best work with their clients, create community, satisfy their employees, and more.

Ep. 59: Building a Brand for Your Financial Services Firm

Alanah is joined by Adam Carr and Nicole Letarte, founders of Modern Wealth Design, to discuss how financial professionals starting their own practice can build their personal brand and create a firm that reflects who they are and what matters to them.

Ep. 58: FinTech and Financial Literacy

For more on Financial Literacy Month and financial education, Alanah joins Mac Gardner, author, founder, and Chief Education Officer at FinLit Tech, for a final conversation on how technology is making financial education more available to people from all walks of life, as well as how today's advisors can leverage it for their clients.

Ep. 57: Writing a Book as a Financial Professional

As part of our ongoing discussion of Financial Literacy Month, Alanah again joins Mac Gardner, Founder and Chief Education Officer of FinLit Tech and author of multiple books on financial education, to talk about the books he's written and how financial professionals can get the recognition of being published for a minimum of expense.

Ep. 56: Financial Literacy and ”The Four Money Bears”

With April recognized as Financial Literacy Month, Alanah sits down with Mac Gardner, Founder and Chief Education Officer of FinLit Tech and author of multiple books on financial education, for a conversation on why getting educated on finances is so important for clients in all walks of life.

Ep. 55: Tax Help and Compliance

Alanah concludes her conversation with Steven Jarvis, CPA and co-founder of Retirement Tax Services, with an in-depth talk on the dos and don'ts of tax planning as one of the most in-demand services financial advisors can provide, as well as how to navigate restrictions placed on you by compliance.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Ep. 54: How Advisors Can Work with CPAs to Grow Their Practice

Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. Alanah continues her interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Ep. 53: What is a CPA?

Alanah sits down with Steven Jarvis, CPA and co-founder of Retirement Tax Services, to discuss what a CPA actually does and how financial advisors can work best with them to the benefit of their clients.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Ep. 52: Growing Diversity in Institutional Money Management

Alanah is once again joined by Ekenna Anya Gafu, Director of Planning at Bay Street Capital, to talk about the wealth gap for Black and other communities in an institutional context and explore both the impacts of this lack of diversity as well as potential for growth.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Ep. 51: Is Financial Services Getting Richer and Whiter?

Alanah sits down with Ekenna Anya Gafu, Director of Planning at Bay Street Capital, for a frank conversation on diversity in the financial services profession, how it has changed over time, and what can be done to make the industry more inclusive for all.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.