9 episodes

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.

NextGen in 10 nextgenin10

    • Business

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.

    Ep. 9: Teamwork Makes the Dream Work

    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 services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

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    • 9 min
    Ep. 8: Understanding Practice Acqusition

    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 Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

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    • 11 min
    Ep. 7: Finding Your Next-Gen Niche

    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 and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

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    • 10 min
    Ep. 6: From Survival to Success

    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 services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC, Lincoln Associates Insurance Agency, Inc., and other fine companies. Acord & Fong Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.

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    • 9 min
    Ep. 5: Adding Value with Next-Gen Advisors

    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.

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    • 10 min
    Ep. 4: Reimagining (Financial) Service

    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.

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    • 10 min

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