6 episodes

Welcome to the NextGen in 10, a product of The American College of Financial Services NextGen Advisory Task Force. Members of this task force represent up-and-coming leaders in the financial services industry. Their 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.

The American College of Financial Services is a non-profit educational institution with the highest level of academic accreditation dedicated to leadership in innovative training and development for financial services professionals. Serving as a valued business partner to banks, brokerage firms, insurance companies, and others since 1927, The American College has assembled a faculty of the foremost thought leaders in the industry to help companies and their employees succeed.

NextGen in 10 NextGen in 10

    • Business

Welcome to the NextGen in 10, a product of The American College of Financial Services NextGen Advisory Task Force. Members of this task force represent up-and-coming leaders in the financial services industry. Their 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.

The American College of Financial Services is a non-profit educational institution with the highest level of academic accreditation dedicated to leadership in innovative training and development for financial services professionals. Serving as a valued business partner to banks, brokerage firms, insurance companies, and others since 1927, The American College has assembled a faculty of the foremost thought leaders in the industry to help companies and their employees succeed.

    Adding Value With Millennial Advisors

    Adding Value With Millennial 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.

    • 10 min
    Building Your Greatest Contribution

    Building Your Greatest Contribution

    Host Matt Aaron speaks with Rianka Dorsainvil, founder and president of Your Greatest Contribution, about her business and the importance of personal relationships in building a successful practice.

    • 10 min
    Reimagining Service

    Reimagining 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.

    • 10 min
    Paths To Financial Planning (And How You Can Get There)

    Paths To Financial Planning (And How You Can Get There)

    Host Matt Aaron sits down with Rianka Dorsainvil, founder and president of Your Greatest Contribution, to discuss how she found a career in financial services and her advice to people looking to join the profession.

    • 12 min
    The Human Factor

    The Human Factor

    Host Clarisa Hernandez is joined by Jeff Landt of North Star Resource Group to take a closer look at fee compression, how it affects financial services professionals, and the impact of robo-advisors.

    • 11 min
    Why Compassion (And Honesty) Is The Best Policy

    Why Compassion (And Honesty) Is The Best Policy

    Host Clarisa Hernandez speaks with Jeff Landt, Vice President and Director of Investments for North Star Resource Group, to discuss the difficulties of bringing up fees with clients, as well as helping them better understand and work with advisors on developing goals.

    • 11 min

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