What Will Actually Set the Next Generation of Financial Advisors Apart? with Ross Riskin (Ep. 72)
What skills will help financial advisors build trust as AI becomes more common? For newer advisors, the answer starts with communication, curiosity, and the ability to connect with clients across generations.
In this episode, Alanah Phillips and Lindsey Lewis welcome Ross Riskin, Founder of VisiWealth and Advisory Council Member for the American Institute of Certified College Financial Consultants. Ross explains why being a NextGen advisor is about how you think, learn, and adapt, regardless of your age or career stage. They explore how AI is affecting financial services, why technology can’t replace professional accountability, and how advisors can make financial planning easier to understand. Ross also shares practical guidance on education, mentorship, client communication, and building a well-rounded career without rushing the process.
Alanah, Lindsey, and Ross discuss:
- Why being a NextGen advisor is about mindset rather than age or years of experience
- How human connection can help financial advisors build trust across generations
- Why advisors should focus on being interested in clients rather than trying to impress them
- How clear visuals and focused education can reduce confusion during financial planning
- And more!
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About Our Guest:
Ross Riskin is the Founder of VisiWealth and an Advisory Council Member for the American Institute of Certified College Financial Consultants. He helped create the NextGen in 10 podcast and previously led the NextGen Task Force at The American College. As an advisor and educator, Ross focuses on education planning and develops visual resources to help financial professionals explain complex topics clearly. His work supports advisors who want to deepen their knowledge, improve client conversations, and serve individuals and families across generations.
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