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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
Mar 3, 2022
Mar 3, 2022
17 min
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.
Feb 24, 2022
Feb 24, 2022
15 min
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.
Feb 17, 2022
Feb 17, 2022
13 min
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.
Feb 10, 2022
Feb 10, 2022
13 min
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.
Feb 3, 2022
Feb 3, 2022
11 min
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.
Jan 27, 2022
Jan 27, 2022
14 min
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.
Nov 3, 2021
Nov 3, 2021
15 min
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.
Oct 27, 2021
Oct 27, 2021
14 min
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.
Oct 20, 2021
Oct 20, 2021
13 min
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.
Oct 13, 2021
Oct 13, 2021
16 min
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.