Alanah continues her discussion with Laurie Nichols of Laurie Nichols Coaching about succession planning for advisors and practice owners and the difficulties faced in generational leadership transitions.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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Alanah is joined by succession planning expert Laurie Nichols of Laurie Nichols Coaching. In this episode, they discuss why some advisors find succession planning so fulfilling and why it’s important to to ensure your financial planning practice outlives you.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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Alanah wraps up her conversation series with Joe Fink of Lincoln Financial by examining how putting forth your own unique style as an advisor can shape client opinions and make a difference for your business.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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Alanah and Joe Fink of Lincoln Financial continue their discussion on professional dress and deportment and how advisors can leverage their personal sense of style in client and business relationships.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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