NextGen in 10

Ep. 50: Marrying Process with Impact Through Your Mission Statement

Alanah finishes her conversation with Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design, by focusing on the importance of formulating a mission statement that inspires employees and clients alike.

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

Ep. 49: Building Repeatable Systems and Processes in Your Practice

Alanah rejoins Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design for a discussion on the importance of processes in your place of business, and how you can put them to work for you.

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

Ep. 48: What is a Practice Manager?

Alanah is joined by Roberto Duran, wealth manager, and Ana Kline, practice manager, with Odyssey Wealth Design. Ana and Roberto discuss the role of a practice manager and how advisors can identify the need for this role in their team.

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

Ep. 47: Protecting Family Futures with Financial Planning

Alanah wraps up her conversation with Akeiva Ellis, financial planner and educator, by revisiting the subject of financial planning with young people and families, including how they can ensure their legacy in the long term.

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

Ep. 46: Financial Planners and Financial Literacy for Young Clients

Alanah welcomes back Akeiva Ellis, financial planner and educator, for a discussion on Akeiva's project "The Bemused," a financial literacy plan for young adults, that answers the question: how can other advisors focus on this critical and underserved demographic?

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

Ep. 45: Which Financial Certification is Right for You?

We lead off Season 5 as Alanah welcomes financial planner and educator Akeiva Ellis! Alanah and Akeiva lead off their conversation with a topic most pressing to up-and-coming financial professionals: finding the designation or certification program that's right for your career.

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

Ep. 44: Advancing Female Financial Professionals

We wrap up Season 4 as Alanah finishes her conversation with Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for a dedicated discussion on the benefits and challenges of working in financial services as a female professional.

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

Ep. 43: Gender and Psychology in Money Silence

Alanah is joined again by Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, to discuss the role gender norms and scholastic education play in forming "money silence," as well as how they can help break it.

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

Ep. 42: ”Money Silence” and Its Consequences

What is "money silence," and how does it affect financial advisors and their clients? Alanah welcomes Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for the first in a series of discussions on how to break that silence.

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

Ep. 41: Addressing Women in Financial Services

On both the advisor and client side, women are still not always well-served by the financial services industry. Alanah wraps up her conversation with A.J. Bishop, founder of My Wealth-Conscious Coach, with a look at how female financial professionals can succeed in a male-dominated industry, as well as better approach women as clients.

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