NextGen in 10

Ep. 40: Building a Book of Business for Next-Gen Advisors

One of the biggest challenges for new financial advisors is prospecting and finding new clients. Alanah speaks again with A.J. Bishop, founder of My Wealth-Conscious Coach, about strategies for success in the client search.

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

Ep. 39: Falling Into Financial Services as a Career

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.

Ep. 38: Engaging with Millennials in Financial Planning

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.

Ep. 37: Financial Planning for Millennials

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.

Ep. 36: Blue Ocean Strategy and Beyond Your Hammock

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.

Ep. 35: Dispelling Retirement Planning Myths

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.

Ep. 34: What is a Financial Professor?

We begin Season 4 of our podcast as host Alanah Phillips is joined by Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to discuss pathways to becoming a professor in financial services and how advisors can adapt their skills to teaching others.

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

Ep. 33: Insurance as a Professional Foundation

Alanah and Ashley Murphy of Arete Wealth Strategists wrap up their discussion with a look at the long road of experience many financial services professionals work through and how to maintain patience and satisfaction in practice-building.

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

Ep. 32: Specializing in International Wealth Management

Alanah continues her conversation with Ashley Murphy of Arete Wealth Strategists, with a focus on unique situations clients may face when splitting their time and assets between different countries.

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

Ep. 31: Going International in Financial Services

We go international as Alanah is joined (from Australia!) by Ashley Murphy of Arete Wealth Strategists, President of the Global Financial Planning Institute. In this first conversation, they talk about the life of professionals who manage wealth across national borders.

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