NextGen in 10

70 Episodes

1. Ep. 50: Marrying Process with Impact Through Your Mission Statement

   Published: 3/3/2022
2. Ep. 49: Building Repeatable Systems and Processes in Your Practice

   Published: 2/24/2022
3. Ep. 48: What is a Practice Manager?

   Published: 2/17/2022
4. Ep. 47: Protecting Family Futures with Financial Planning

   Published: 2/10/2022
5. Ep. 46: Financial Planners and Financial Literacy for Young Clients

   Published: 2/3/2022
6. Ep. 45: Which Financial Certification is Right for You?

   Published: 1/27/2022
7. Ep. 44: Advancing Female Financial Professionals

   Published: 11/3/2021
8. Ep. 43: Gender and Psychology in Money Silence

   Published: 10/27/2021
9. Ep. 42: ”Money Silence” and Its Consequences

   Published: 10/20/2021
10. Ep. 41: Addressing Women in Financial Services

    Published: 10/13/2021
11. Ep. 40: Building a Book of Business for Next-Gen Advisors

    Published: 10/6/2021
12. Ep. 39: Falling Into Financial Services as a Career

    Published: 9/29/2021
13. Ep. 38: Engaging with Millennials in Financial Planning

    Published: 9/22/2021
14. Ep. 37: Financial Planning for Millennials

    Published: 9/15/2021
15. Ep. 36: Blue Ocean Strategy and Beyond Your Hammock

    Published: 9/8/2021
16. Ep. 35: Dispelling Retirement Planning Myths

    Published: 9/1/2021
17. Ep. 34: What is a Financial Professor?

    Published: 8/25/2021
18. Ep. 33: Insurance as a Professional Foundation

    Published: 7/14/2021
19. Ep. 32: Specializing in International Wealth Management

    Published: 7/7/2021
20. Ep. 31: Going International in Financial Services

    Published: 6/30/2021