Month: January 2021

Ep. 11: Onwards and Upwards

Ep. 11: Onwards and Upwards

Alanah is joined by Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial to discuss the trends and circumstances that motivate financial advisors to leave either their current positions or the field altogether in search of new opportunities.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Ep.10: Finding a Foothold in Financial Services

Ep.10: Finding a Foothold in Financial Services

Alanah speaks with Kate Healy, formerly with TD Ameritrade, and Kraleigh Woodford of LPL Financial about the institutional and independent branches of financial services and how new advisors can find where they fit in best.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.