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. 33: Insurance as a Professional Foundation
    Alanah and Ashley Murphy of Arete Wealth Strategists wrap up their discussion with a look at the long road of experience many financial services professionals work through and how to maintain patience and satisfaction in practice-building. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    14 min
  • Ep. 32: Specializing in International Wealth Management
    Alanah continues her conversation with Ashley Murphy of Arete Wealth Strategists, with a focus on unique situations clients may face when splitting their time and assets between different countries. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    15 min
  • Ep. 31: Going International in Financial Services
    We go international as Alanah is joined (from Australia!) by Ashley Murphy of Arete Wealth Strategists, President of the Global Financial Planning Institute. In this first conversation, they talk about the life of professionals who manage wealth across national borders. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    14 min
  • Ep. 30: Building a Better Brand for Financial Services
    Alanah and Dominique Henderson wrap up their conversation series with a look at impressions of financial services among next-gen professionals and how societal and cultures changes is shifting where the industry stands. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    14 min
  • Ep. 29: Getting a “Jumpstart” with Career-Changers
    Alanah and Dominique Henderson of DJH Capital Management discuss Dom’s other project, the Jumpstart Coaching Lab, and how to best mentor and address the needs of those transitioning into financial services from other professions. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    14 min
  • Ep. 28: Dealing with Competition in Financial Services
    Alanah welcomes Dominique Henderson, founder of DJH Capital Management and the Jumpstart Coaching Lab, with a conversation on competition in financial services and why it’s important for more established professionals to work with newcomers to the industry.  Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    13 min
  • Ep. 27: Opportunities in Succession Planning
    Alanah holds her final conversation with Laurie Nichols of Laurie Nichols Coaching on how next-gen advisors and professionals can be responsible successors to their former leaders and mentors while also leaving their own mark on an organization. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    13 min
  • Ep. 26: The Challenges with Succession Planning
    Alanah continues her discussion with Laurie Nichols of Laurie Nichols Coaching about succession planning for advisors and practice owners and the difficulties faced in generational leadership transitions. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    13 min
  • Ep. 25: Succeeding in Succession Planning
    Alanah is joined by succession planning expert Laurie Nichols of Laurie Nichols Coaching. In this episode, they discuss why some advisors find succession planning so fulfilling and why it’s important to to ensure your financial planning practice outlives you. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    12 min
  • Ep. 24: Personal Statements and Professional Advantages
    Alanah wraps up her conversation series with Joe Fink of Lincoln Financial by examining how putting forth your own unique style as an advisor can shape client opinions and make a difference for your business. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    14 min

About The Advisor Launch Lab

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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…