44 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
    • 5.0 • 5 Ratings

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. 44: Advancing Female Financial Professionals

    Ep. 44: Advancing Female Financial Professionals

    We wrap up Season 4 as Alanah finishes her conversation with Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for a dedicated discussion on the benefits and challenges of working in financial services as a female professional.


    Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

    • 15 min
    Ep. 43: Gender and Psychology in Money Silence

    Ep. 43: Gender and Psychology in Money Silence

    Alanah is joined again by Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, to discuss the role gender norms and scholastic education play in forming "money silence," as well as how they can help break it.


    Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

    • 14 min
    Ep. 42: ”Money Silence” and Its Consequences

    Ep. 42: ”Money Silence” and Its Consequences

    What is "money silence," and how does it affect financial advisors and their clients? Alanah welcomes Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for the first in a series of discussions on how to break that silence.


    Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

    • 13 min
    Ep. 41: Addressing Women in Financial Services

    Ep. 41: Addressing Women in Financial Services

    On both the advisor and client side, women are still not always well-served by the financial services industry. Alanah wraps up her conversation with A.J. Bishop, founder of My Wealth-Conscious Coach, with a look at how female financial professionals can succeed in a male-dominated industry, as well as better approach women as clients.


    Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

    • 16 min
    Ep. 40: Building a Book of Business for Next-Gen Advisors

    Ep. 40: Building a Book of Business for Next-Gen Advisors

    One of the biggest challenges for new financial advisors is prospecting and finding new clients. Alanah speaks again with A.J. Bishop, founder of My Wealth-Conscious Coach, about strategies for success in the client search.


    Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

    • 16 min
    Ep. 39: Falling Into Financial Services as a Career

    Ep. 39: Falling Into Financial Services as a Career

    How do people of various backgrounds fall into the financial services industry? Alanah welcomes A.J. Bishop, founder of My Wealth-Conscious Coach, for a discussion of her personal journey as a financial professional.


    Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

    • 15 min

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