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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
Jan 29, 2021
Jan 29, 2021
13 min
Alanah talks with Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan about how to find new clients in today's increasingly virtual marketplace and form connections via smart content choices.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
12 min
Alanah is joined by Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan to talk about how their personal and professional friendship formed from LinkedIn interactions, as well as the power of social media spaces for making connections.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
12 min
Alanah talks to Lucila Williams, founder of The Intentional Advisor, about how seeking a mentor in financial services through coaching, as well as going to networking events, can expand your personal and professional horizons.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
14 min
Alanah is joined by Lucila Williams, founder of The Intentional Advisor, to explore the meaning of an "advice-based" advising model and making the advising experience central to your practice.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
14 min
Alanah speaks with Lucila Williams, founder of The Intentional Advisor, about how to get into the financial services field and succeed with your practice while staying true to yourself.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
13 min
Alanah speaks with Charlie Rocco of MONECO Advisors on how to navigate new advising models brought about by the COVID-19 pandemic, including how to attract new clients and utilize technology to grow your business.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
11 min
Alanah and Charlie Rocco of MONECO Advisors talk about how to make a remote advising practice work, and the benefits and challenges of instituting distance-based business practices.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
13 min
Alanah is joined by Charlie Rocco of MONECO Advisors for a discussion on the impact of the COVID-19 pandemic on financial advisors and how to transition to a remote advisory model.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
15 min
Alanah talks with Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial about what opportunities look like in financial services over the coming years and why up-and-coming professionals should choose the industry.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Jan 29, 2021
Jan 29, 2021
11 min
Alanah is joined by Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial to discuss the trends and circumstances that motivate financial advisors to leave either their current positions or the field altogether in search of new opportunities.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.