The Advisor Launch Lab

The Advisor Launch Lab

By Alanah Phillips, Iyana Harris, and Lindsey LewisBusiness
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The Advisor Launch Lab episodes

  • Ep. 43: Gender and Psychology in Money Silence
    Alanah is joined again by Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, to discuss the role gender norms and scholastic education play in forming “money silence,” as well as how they can help break it. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    15 min
  • Ep. 42: ”Money Silence” and Its Consequences
    What is “money silence,” and how does it affect financial advisors and their clients? Alanah welcomes Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for the first in a series of discussions on how to break that silence. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    14 min
  • Ep. 41: Addressing Women in Financial Services
    On both the advisor and client side, women are still not always well-served by the financial services industry. Alanah wraps up her conversation with A.J. Bishop, founder of My Wealth-Conscious Coach, with a look at how female financial professionals can succeed in a male-dominated industry, as well as better approach women as clients. Alanah Phillips …

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    17 min
  • Ep. 40: Building a Book of Business for Next-Gen Advisors
    One of the biggest challenges for new financial advisors is prospecting and finding new clients. Alanah speaks again with A.J. Bishop, founder of My Wealth-Conscious Coach, about strategies for success in the client search. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    17 min
  • Ep. 39: Falling Into Financial Services as a Career
    How do people of various backgrounds fall into the financial services industry? Alanah welcomes A.J. Bishop, founder of My Wealth-Conscious Coach, for a discussion of her personal journey as a financial professional. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    16 min
  • Ep. 38: Engaging with Millennials in Financial Planning
    Alanah and Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, finish their discussion of financial planning tips to working with millennials with a look at how technology makes it easier for prospective clients to find advisors and advisors to prospect among millennial groups. Alanah Phillips is a Recruiter with Lincoln Financial Advisors …

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    14 min
  • Ep. 37: Financial Planning for Millennials
    Alanah continues her discussion with Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, and takes a look at how advisors can work with millennial clients in ways that best serve both parties, including issues of fee schedules and planning models. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    15 min
  • Ep. 36: Blue Ocean Strategy and Beyond Your Hammock
    Alanah welcomes Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, to discuss how many advisors are expanding their role and the advantages of working with non-traditional segments of clients. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    12 min
  • Ep. 35: Dispelling Retirement Planning Myths
    Do financial advisors have to work with clients at or near retirement to be successful? Alanah continues her conversation with Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to put the kibosh on some enduring success myths. Alanah Phillips is a Recruiter with Lincoln Financial …

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    17 min
  • Ep. 34: What is a Financial Professor?
    We begin Season 4 of our podcast as host Alanah Phillips is joined by Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to discuss pathways to becoming a professor in financial services and how advisors can adapt their skills to teaching others. Alanah Phillips is …

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    15 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…