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The Advisor Launch Lab
By Alanah Phillips, Iyana Harris, and Lindsey LewisBusiness
The Advisor Launch Lab episodes
- Ep. 53: What is a CPA?Alanah sits down with Steven Jarvis, CPA and co-founder of Retirement Tax Services, to discuss what a CPA actually does and how financial advisors can work best with them to the benefit of their clients. You can also listen to Steven’s own podcast here. SIGN UP HERE now for Steven’s masterclass on tax planning for financial …
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11 min - Ep. 52: Growing Diversity in Institutional Money ManagementAlanah is once again joined by Ekenna Anya Gafu, Director of Planning at Bay Street Capital, to talk about the wealth gap for Black and other communities in an institutional context and explore both the impacts of this lack of diversity as well as potential for growth. Alanah Phillips is a Recruiter with Lincoln Financial …
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14 min - Ep. 51: Is Financial Services Getting Richer and Whiter?Alanah sits down with Ekenna Anya Gafu, Director of Planning at Bay Street Capital, for a frank conversation on diversity in the financial services profession, how it has changed over time, and what can be done to make the industry more inclusive for all. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member …
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15 min - Ep. 50: Marrying Process with Impact Through Your Mission StatementAlanah finishes her conversation with Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design, by focusing on the importance of formulating a mission statement that inspires employees and clients alike. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.18 min
- Ep. 49: Building Repeatable Systems and Processes in Your PracticeAlanah rejoins Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design for a discussion on the importance of processes in your place of business, and how you can put them to work for you. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.16 min
- Ep. 48: What is a Practice Manager?Alanah is joined by Roberto Duran, wealth manager, and Ana Kline, practice manager, with Odyssey Wealth Design. Ana and Roberto discuss the role of a practice manager and how advisors can identify the need for this role in their team. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.14 min
- Ep. 47: Protecting Family Futures with Financial PlanningAlanah wraps up her conversation with Akeiva Ellis, financial planner and educator, by revisiting the subject of financial planning with young people and families, including how they can ensure their legacy in the long term. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.14 min
- Ep. 46: Financial Planners and Financial Literacy for Young ClientsAlanah welcomes back Akeiva Ellis, financial planner and educator, for a discussion on Akeiva’s project “The Bemused,” a financial literacy plan for young adults, that answers the question: how can other advisors focus on this critical and underserved demographic? Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.12 min
- Ep. 45: Which Financial Certification is Right for You?We lead off Season 5 as Alanah welcomes financial planner and educator Akeiva Ellis! Alanah and Akeiva lead off their conversation with a topic most pressing to up-and-coming financial professionals: finding the designation or certification program that’s right for your career. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.15 min
- Ep. 44: Advancing Female Financial ProfessionalsWe wrap up Season 4 as Alanah finishes her conversation with Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for a dedicated discussion on the benefits and challenges of working in financial services as a female professional. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.16 min
About The Advisor Launch Lab
From the publisher's feed
Welcome to The Advisor Launch Lab, the podcast where hosts Alanah Phillips, Iyana Harris, and Lindsey Lewis help financial advisors and leaders grow with intention. Each week, we empower…
next-generation professionals and their mentors to overcome the uncertainty of building a meaningful career in financial services. Through candid conversations and real-world stories, we share practical strategies to strengthen leadership, elevate communication, and unlock professional potential. Whether you are mentoring the next generation or becoming it, The Advisor Launch Lab helps you lead with confidence and clarity from day one.