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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,... more
FAQs about NextGen in 10:How many episodes does NextGen in 10 have?The podcast currently has 70 episodes available.
January 29, 2021Ep. 20: Getting Creative with Digital ProspectingAlanah 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....more14minPlay
January 29, 2021Ep. 19: Networking in the Digital AgeAlanah 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....more13minPlay
January 29, 2021Ep. 18: Coaching, Conferences, and Career GrowthAlanah 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....more13minPlay
January 29, 2021Ep. 17: The Advantages of Advice-Based PlanningAlanah 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....more15minPlay
January 29, 2021Ep. 16: Planning Your Own Path in Financial ServicesAlanah 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....more15minPlay
January 29, 2021Ep. 15: Content and Connections in a Post-COVID WorldAlanah 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....more14minPlay
January 29, 2021Ep. 14: Keys to a Virtual Advising ModelAlanah 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....more12minPlay
January 29, 2021Ep. 13: Working Within the New NormalAlanah 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....more14minPlay
January 29, 2021Ep. 12: Judging Your Future in FinanceAlanah 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....more16minPlay
January 29, 2021Ep. 11: Onwards and UpwardsAlanah 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....more12minPlay
FAQs about NextGen in 10:How many episodes does NextGen in 10 have?The podcast currently has 70 episodes available.