NextGen in 10 Podcast
1) 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 loo...Show More
2) 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 f...Show More
3) 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 ho...Show More
4) 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...Show More
5) 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 ra...Show More
6) 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...Show More
7) Ep. 64: How to Avoid Common Mistakes with a Balanced Approach
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 t...Show More
8) Ep. 63: Personal Development as a Financial Professional
Alanah continues her conversation with Dr. Travis Perry, founder of the Make Time Institute, with a focus on how financial advisors can commit to growing both their experience and education in the wor...Show More
9) Ep. 62: Managing Work-Life Balance in Financial Services
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...Show More
10) Ep. 61: Finding the Space for Your Financial Services Practice
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 power...Show More