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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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