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.

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.

Ep. 13: Working Within the New Normal

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.

Share Ep. 13: Working Within the New Normal

Sign up to save your podcasts

Ep. 13: Working Within the New Normal

Ep. 13: Working Within the New Normal