Alanah talks with Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial about what opportunities look like in financial services over the coming years and why up-and-coming professionals should choose the industry. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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.
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.
Host Alanah Phillips speaks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about his reflections on 10 years in financial services and how having partners and subordinates you can lean on is key to succeeding. Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory …
Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, get down and dirty to talk about practice acquisition and the dos and don’ts of absorbing other advisors’ financial businesses. Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln …
Host Alanah Phillips and Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, discuss where next-gen financial professionals fall in the modern world of advising and business, and how they can work their way up with the help of others. Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities …
Host Alanah Phillips talks with Jordan Murray, CFP® with Acord and Fong Wealth Strategies and Lincoln Financial, about starting up a successful financial advising practice, along with some tips on how to get through the “survival” phase of professional growth. Jordan Murray is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory …
Host Matt Aaron talks with Rianka Dorsainvil, founder and president of Your Greatest Contribution, about the benefits and challenges of being a next-gen financial advisor, as well as fostering trust between different generations and clients.
Host Matt Aaron is joined by Rianka Dorsainvil, founder and president of Your Greatest Contribution, to talk about increasing diversity and its effect on financial services, as well as how education is crucial to professional growth.
Host Matt Aaron sits down with Rianka Dorsainvil, founder and president of Your Greatest Contribution, to discuss how she found a career in financial services and her advice to people looking to join the profession.