NextGen in 10
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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..
NextGen in 10
5M ago
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 ..read more
NextGen in 10
5M ago
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 ..read more
NextGen in 10
5M ago
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 ..read more
NextGen in 10
5M ago
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 ..read more
NextGen in 10
5M ago
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 ..read more
NextGen in 10
5M ago
Alanah wraps up her conversation with Dr. Travis Perry 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 ..read more
NextGen in 10
5M ago
Alanah speaks with Dr. Travis Perry, founder of the Make Time Institute and a fellow podcast host, about how financial professionals can manage stressful work situations and maintain a healthy balance between their professional and personal lives ..read more
NextGen in 10
5M ago
Alanah wraps up her conversation with the advisors of Modern Wealth Design with a discussion of location, ambiance, hospitality, and interior design and how all these things play into creating a powerful experience that keeps clients coming back ..read more
NextGen in 10
5M ago
Alanah rejoins Adam Carr and Nicole Letarte of Modern Wealth Design to continue their conversation on practice-building, including how financial professionals can best work with their clients, create community, satisfy their employees, and more ..read more
NextGen in 10
5M ago
Alanah is joined by Adam Carr and Nicole Letarte, founders of Modern Wealth Design, to discuss how financial professionals starting their own practice can build their personal brand and create a firm that reflects who they are and what matters to them ..read more