NextGen in 10

nextgenin10
  • 5.0 (8)
  • BUSINESS
  • UPDATED WEEKLY

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.

  1. 11/20/2023

    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.

    24 min

  2. 11/20/2023

    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.

    19 min

  3. 11/20/2023

    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.

    22 min

  4. 11/20/2023

    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.

    18 min

  5. 11/20/2023

    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.

    17 min

  6. 11/20/2023

    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.

    16 min

  7. 11/20/2023

    Ep. 64: How to Avoid Common Mistakes with a Balanced Approach

    Alanah wraps up her conversation with Dr. Travis Parry of the Make Time Institute with a look at common misconceptions about the financial services industry, especially among young professionals and those new to the field, and how you can get better business results with a balanced approach to work and life.

    21 min

  8. 11/20/2023

    Ep. 63: Personal Development as a Financial Professional

    Alanah continues her conversation with Dr. Travis Parry, founder of the Make Time Institute, with a focus on how financial advisors can commit to growing both their experience and education in the workplace and their goals in their personal lives.

    23 min
See All (70)

Ratings & Reviews

5
out of 5
8 Ratings

About

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.

Information

  • Creator
    nextgenin10
  • Years Active
    2020 - 2023
  • Episodes
    70
  • Rating
    Clean
  • Copyright
    © Copyright 2019 All rights reserved.
  • Show Website
    NextGen in 10