What skills will help financial advisors build trust as AI becomes more common? For newer advisors, the answer starts with communication, curiosity, and the ability to connect with clients across generations. In this episode, Alanah Phillips and Lindsey Lewis welcome Ross Riskin, Founder of VisiWealth and Advisory Council Member for the American Institute of Certified …
What credentials do you need to become a financial advisor? Before choosing a designation, it helps to understand the profession, the sales process, and where you want to serve. In this episode, Alanah Phillips talks with George Nichols III, CAP®, President and CEO of The American College of Financial Services, about what new advisors and …
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 …
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.
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.
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.
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.
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.
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.
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.