Alanah is joined again by Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, to discuss the role gender norms and scholastic education play in forming “money silence,” as well as how they can help break it.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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What is “money silence,” and how does it affect financial advisors and their clients? Alanah welcomes Kathleen Burns Kingsbury, wealth psychology expert, author, and coach, for the first in a series of discussions on how to break that silence.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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On both the advisor and client side, women are still not always well-served by the financial services industry. Alanah wraps up her conversation with A.J. Bishop, founder of My Wealth-Conscious Coach, with a look at how female financial professionals can succeed in a male-dominated industry, as well as better approach women as clients.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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One of the biggest challenges for new financial advisors is prospecting and finding new clients. Alanah speaks again with A.J. Bishop, founder of My Wealth-Conscious Coach, about strategies for success in the client search.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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