Month: June 2021

Ep. 31: Going International in Financial Services

Ep. 31: Going International in Financial Services

We go international as Alanah is joined (from Australia!) by Ashley Murphy of Arete Wealth Strategists, President of the Global Financial Planning Institute. In this first conversation, they talk about the life of professionals who manage wealth across national borders.

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

Ep. 30: Building a Better Brand for Financial Services

Ep. 30: Building a Better Brand for Financial Services

Alanah and Dominique Henderson wrap up their conversation series with a look at impressions of financial services among next-gen professionals and how societal and cultures changes is shifting where the industry stands.

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

Ep. 29: Getting a “Jumpstart” with Career-Changers

Ep. 29: Getting a “Jumpstart” with Career-Changers

Alanah and Dominique Henderson of DJH Capital Management discuss Dom’s other project, the Jumpstart Coaching Lab, and how to best mentor and address the needs of those transitioning into financial services from other professions.

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

Ep. 28: Dealing with Competition in Financial Services

Ep. 28: Dealing with Competition in Financial Services

Alanah welcomes Dominique Henderson, founder of DJH Capital Management and the Jumpstart Coaching Lab, with a conversation on competition in financial services and why it’s important for more established professionals to work with newcomers to the industry. 

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

Ep. 27: Opportunities in Succession Planning

Ep. 27: Opportunities in Succession Planning

Alanah holds her final conversation with Laurie Nichols of Laurie Nichols Coaching on how next-gen advisors and professionals can be responsible successors to their former leaders and mentors while also leaving their own mark on an organization.

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