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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
Jun 23, 2021
Jun 23, 2021
13 min
Alanah and Dominique Henderson wrap up their conversation series with a look at impressions of financial services among next-gen professionals and how societal and cultures changes is shifting where the industry stands.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jun 16, 2021
Jun 16, 2021
13 min
Alanah and Dominique Henderson of DJH Capital Management discuss Dom's other project, the Jumpstart Coaching Lab, and how to best mentor and address the needs of those transitioning into financial services from other professions.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jun 9, 2021
Jun 9, 2021
12 min
Alanah welcomes Dominique Henderson, founder of DJH Capital Management and the Jumpstart Coaching Lab, with a conversation on competition in financial services and why it's important for more established professionals to work with newcomers to the industry.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jun 2, 2021
Jun 2, 2021
12 min
Alanah holds her final conversation with Laurie Nichols of Laurie Nichols Coaching on how next-gen advisors and professionals can be responsible successors to their former leaders and mentors while also leaving their own mark on an organization.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
May 26, 2021
May 26, 2021
12 min
Alanah continues her discussion with Laurie Nichols of Laurie Nichols Coaching about succession planning for advisors and practice owners and the difficulties faced in generational leadership transitions.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
May 19, 2021
May 19, 2021
11 min
Alanah is joined by succession planning expert Laurie Nichols of Laurie Nichols Coaching. In this episode, they discuss why some advisors find succession planning so fulfilling and why it's important to to ensure your financial planning practice outlives you.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
May 12, 2021
May 12, 2021
13 min
Alanah wraps up her conversation series with Joe Fink of Lincoln Financial by examining how putting forth your own unique style as an advisor can shape client opinions and make a difference for your business.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
May 4, 2021
May 4, 2021
12 min
Alanah and Joe Fink of Lincoln Financial continue their discussion on professional dress and deportment and how advisors can leverage their personal sense of style in client and business relationships.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Apr 30, 2021
Apr 30, 2021
8 min
In the first episode of Season 3, Alanah Phillips welcomes dress and deportment expert Joe Fink of Lincoln Financial with a discussion of why he became a wholesaler, and what it takes to build lasting relationships with professionals and clients.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
11 min
Alanah speaks with Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan about how the advent of the digital age has opened up new opportunities in the financial services industry, and how next-gen professionals can support each other online and in person.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.