NextGen in 10

Ep.10: Finding a Foothold in Financial Services

Alanah speaks with Kate Healy, formerly with TD Ameritrade, and Kraleigh Woodford of LPL Financial about the institutional and independent branches of financial services and how new advisors can find where they fit in best.

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

Ep. 9: Teamwork Makes the Dream Work

Host Alanah Phillips speaks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about his reflections on 10 years in financial services and how having partners and subordinates you can lean on is key to succeeding.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

Ep. 8: Understanding Practice Acqusition

Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, get down and dirty to talk about practice acquisition and the dos and don'ts of absorbing other advisors' financial businesses.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

Ep. 7: Finding Your Next-Gen Niche

Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, discuss where next-gen financial professionals fall in the modern world of advising and business, and how they can work their way up with the help of others.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

Ep. 6: From Survival to Success

Host Alanah Phillips talks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about starting up a successful financial advising practice, along with some tips on how to get through the "survival" phase of professional growth.

Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

Ep. 5: Adding Value with Next-Gen Advisors

Host Matt Aaron talks with Rianka Dorsainvil, founder and president of Your Greatest Contribution, about the benefits and challenges of being a next-gen financial advisor, as well as fostering trust between different generations and clients.

Ep. 4: Reimagining (Financial) Service

Host Matt Aaron is joined by Rianka Dorsainvil, founder and president of Your Greatest Contribution, to talk about increasing diversity and its effect on financial services, as well as how education is crucial to professional growth.

Ep. 3: Finding Your Path to Financial Planning

Host Matt Aaron sits down with Rianka Dorsainvil, founder and president of Your Greatest Contribution, to discuss how she found a career in financial services and her advice to people looking to join the profession.

Ep. 2: The Human Factor in Advising

Host Clarisa Hernandez is joined by Jeff Landt of North Star Resource Group to take a closer look at fee compression, how it affects financial services professionals, and the impact of robo-advisors.

Ep. 1: Compassion (and Honesty) is the Best Policy

Host Clarisa Hernandez speaks with Jeff Landt, Vice President and Director of Investments for North Star Resource Group, to discuss the difficulties of bringing up fees with clients, as well as helping them better understand and work with advisors on developing goals.