NextGen in 10 nextgenin10
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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, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics.
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Ep. 70: Growth and Self-Improvement as a Financial Professional
Alanah concludes her discussion with Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, with a look at how financial professionals need to seek out opportunities to grow and refine their skills as they move through their careers – and the best ways to do it.
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Ep. 69: Identifying Your Specialty as a Financial Services Professional
Alanah continues her conversation with Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, on how financial professionals can find a business niche they excel in and other opportunities when breaking into the field.
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Ep. 68: Finding Your Way in Financial Services as a Career-Changer
Alanah introduces Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, and begins a discussion on how those from outside the financial services field can meet the challenges of joining the industry – especially women.
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Ep. 67: Powering Growth Through Collaboration
Alanah wraps up her conversation with John Stadtmueller of Good Advisors Finish First with a look at how approaching financial services from an abundance mindset and sharing information and strategies with peers can benefit the industry and society.
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Ep. 66: Doing Better by Doing Good by Your Clients
Alanah continues her conversation with John Stadtmueller of Good Advisors Finish First by talking about issues of corporate compliance, transparency when doing business with clients, and how to use radical honesty as a basis for good business.
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Ep. 65: Why Good Advisors Finish First
Alanah introduces us to John Stadtmueller, founder of the organization Good Advisors Finish First, for a conversation on why financial services doesn’t have to be a stuffy, impersonal industry and how you can best serve clients by being yourself.