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. 13: Working Within the New Normal
    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.
    14 min
  • Ep. 12: Judging Your Future in Finance
    Alanah 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.
    16 min
  • Ep. 11: Onwards and Upwards
    Alanah 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.
    12 min
  • Ep.10: Finding a Foothold in Financial Services
    Alanah speaks with Kate Healy, formerly with TD Ameritrade, and Kraleigh Woodford of LPL Financial about the institutional and independent branches of financial services and how new advisors can find where they fit in best. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
    12 min
  • Ep. 9: Teamwork Makes the Dream Work
    Host Alanah Phillips speaks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about his reflections on 10 years in financial services and how having partners and subordinates you can lean on is key to succeeding. Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory …

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    10 min
  • Ep. 8: Understanding Practice Acqusition
    Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, get down and dirty to talk about practice acquisition and the dos and don’ts of absorbing other advisors’ financial businesses. Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln …

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    12 min
  • Ep. 7: Finding Your Next-Gen Niche
    Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, discuss where next-gen financial professionals fall in the modern world of advising and business, and how they can work their way up with the help of others. Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities …

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    11 min
  • Ep. 6: From Survival to Success
    Host Alanah Phillips talks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about starting up a successful financial advising practice, along with some tips on how to get through the “survival” phase of professional growth. Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory …

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    10 min
  • Ep. 5: Adding Value with Next-Gen Advisors
    Host Matt Aaron talks with Rianka Dorsainvil, founder and president of Your Greatest Contribution, about the benefits and challenges of being a next-gen financial advisor, as well as fostering trust between different generations and clients.
    11 min
  • Ep. 4: Reimagining (Financial) Service
    Host Matt Aaron is joined by Rianka Dorsainvil, founder and president of Your Greatest Contribution, to talk about increasing diversity and its effect on financial services, as well as how education is crucial to professional growth.
    11 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…