In this episode of our NextGen in 10 podcast, host Alanah Phillips, MBA speaks with Jordan Murray, CFP® about how the teams model can better ensure new advisors get the chance to thrive in the business.

Jordan Murray, CFP®, is an advisor with Acord & Fong Wealth Strategies and Lincoln Financial. Murray began his career as a financial planner immediately after college and has risen to become a partner in the practice. As a CFP® professional, he maintains a fiduciary standard with his clients and is held to the higher CFP® certification standard of ethics. He works mostly with retirees and small business owners primarily through personal introductions from existing clients.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

In this episode of our NextGen in 10 podcast, host Alanah Phillips, MBA speaks with Jordan Murray, CFP® about whether or not practice acquisitions live up to the hype, and the tough lessons he's learned going through the process.

Jordan Murray, CFP®, is an advisor with Acord & Fong Wealth Strategies and Lincoln Financial. Murray began his career as a financial planner immediately after college and has risen to become a partner in the practice. As a CFP® professional, he maintains a fiduciary standard with his clients and is held to the higher CFP® certification standard of ethics. He works mostly with retirees and small business owners primarily through personal introductions from existing clients.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

In this episode of our Shares podcast, host Jared Trexler speaks with Derek Notman, CFP®, founder and CEO of fintech company Couplr.AI. Couplr recently announced a partnership with The College to offer College alumni free access to its platform, which endeavors to match advisors to their ideal clients. Trexler and Notman discuss their respective visions for where the profession is headed and the role of technology in making The College’s mission of benefiting society a reality.

Derek Notman, CFP® is a dad, world traveler, and fintech rebel dedicated to fixing our relationship with money using AI (and flip-flops). He is a global nomad and loves adventure in all forms, as well as being a husband and father, car enthusiast, aspiring surfer, and skydiver. He is also an award-winning financial advisor, including a recognition as NAIFA Leading New Advisor, and is the founder and CEO of Couplr.AI: a business dedicated to using data science to tackle client acquisition and orphan client problems in the investment and insurance industries. He co-hosts the Rethink Financial Advice Podcast and loves connecting with and meeting new people.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

In this episode of our Shares podcast, hosts Lindsey Lewis, MBA, CFP®, ChFC® and Alanah Phillips, MBA speak with Cary Carbonaro, MBA, CFP®, an award-winning thought leader and advocate for women, for a discussion on how far the industry still has to go to make women feel welcome and the secrets to success and satisfaction in a largely male-oriented profession.

Cary Carbonaro, MBA, CFP® is senior vice president and director of women and wealth with ACM Wealth. An award-winning financial professional with over 25 years of experience, she is a tireless advocate for women in the financial industry and is passionate about increasing financial literacy and empowering women to overcome any financial challenge they face. She is the author of the bestselling wealth management book for women, The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear, and a CFP Board ambassador appointed to represent the industry in the media. In 2016, she earned the prestigious InvestmentNews Women to Watch award and has been honored six times as a top financial advisor on the Investopedia 100 list, most recently in 2023. She was also named a ThinkAdvisor LUMINARIES Class of 2023 finalist in the Thought Leadership category, recognized for driving the wealth management, investment, and retirement industry forward. She is the founder of FemmeForce, a nonprofit which serves as a mentorship collective dedicated to elevating women in the financial services world.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
 

In this episode of our Shares podcast, host Michael Finke, PhD, CFP® speaks with Bobby Samuelson, an expert on annuity products, for a deep dive on their practical uses in financial planning and the ins and outs of how they can be used to benefit your clients.

Bobby Samuelson is the executive editor of The Life Product Review, one of the industry’s best sources for independent and objective life insurance product intelligence. He regularly presents at major industry events and has been quoted in The Wall Street Journal. He is also the President and CEO of Life Innovators, an independent product development firm helping life insurers create and implement unique life insurance and annuity products. Previously, Samuelson was the senior vice president and head of product development and pricing for life insurance and annuities at Brighthouse Financial, formerly MetLife US Retail. Prior to joining MetLife in 2013, he published The Life Product Review and was an independent consultant to life insurers, distributors, and advisors. He is the third generation of his family to work in the life insurance industry.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

In this episode of our Shares podcast, host Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® speaks with Eric Ludwig, PhD, CFP® about their shared experience working extensively with AI platforms such as ChatGPT. They’ll revisit key takeaways from The College’s 2023 Retirement Income Literacy Study and how it relates to AI use in financial services, as well as how the emerging science of “prompt engineering” can help.

Eric Ludwig, PhD, CFP® is an accomplished retirement income planning expert, assistant professor of retirement income, and Retirement Income Certified Professional® (RICP®) Program director at The American College of Financial Services. As director of The College’s Center for Retirement Income, he is passionate about developing research and innovative solutions that help investors achieve financial security and personal fulfillment – two essential components of overall retirement wellbeing. Ludwig’s over 10 years of experience as CEO and wealth manager at Stockbridge Private Wealth Management bring a practical and dynamic perspective to academia. As a nationally recognized writer and researcher in behavioral finance and retirement planning, Ludwig has presented peer-reviewed research at the American Council of Consumer Interests (ACCI), AFCPE® Symposium, and CFP Board Academic Research Colloquium. He is on the editorial advisory board of the Journal of Financial Planning.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
 

In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® speaks with fellow researcher Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® about some of the 2023 study’s most important takeaways and how advisors can use these insights to better partner with their clients for critical retirement planning conversations.

Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® is an assistant professor of financial planning and director of the Chartered Financial Consultant® (ChFC®) and CFP® Certification Education Programs at The American College of Financial Services. With over 20 years in the financial services industry, Bennetts has served in roles from customer service, to being a financial planner, to managing 80 advisors in over five states. After serving in the Marine Corps for over eight years, both active and reserve, Bennetts was medically discharged when he returned from Iraq in 2005. In staying connected with the military communities, he serves as an on-demand DoD contractor, providing free financial counseling and planning services to service members and their families. His research focus and passion is in the area of behavioral finance — specifically how financial wellbeing affects physical and psychological wellbeing — among service members and veterans.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

Join our host Michael Finke, PhD, CFP® and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™, Chief Planning Officer at Buckingham Wealth Partners, for a detailed conversation on what financial advisors get right and wrong when thinking about tax planning, as well as key strategies to help your clients keep more of their hard-earned money.
 

Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™ is Chief Planning Officer at Buckingham Wealth Partners, working closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams. Levine is a nationally recognized thought leader within the financial planning community. He is the lead financial planning nerd for Kitces.com, home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. He is a regular contributor to Forbes.com, as well as various industry publications, and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and PBS. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® is joined by his own martial arts instructor, small business owner, and actor Mike Moh – perhaps best known for his turn as legendary actor and martial artist Bruce Lee in Quentin Tarantino’s 2019 film Once Upon a Time in Hollywood. Moh details the challenges and triumphs of pursuing his acting goals and building a business based on community, as well as what financial professionals can take away from his journey to apply to their own career endeavors.

Mike Moh is an actor and the founder of LVLUP Martial Arts in Waunakee, WI. Mike grew up in St. Paul, MN. He was inspired by one of his heroes, Jackie Chan, while working as a stuntman in Hong Kong on the film “Robin-B-Hood” to pursue a career in acting. He relocated to Los Angeles and landed roles in numerous commercials, TV shows, and films like 
“Street Fighter: Assassin's Fist,” widely considered the best film adaptation of a video game. After nearly a decade in LA, he relocated his family back to the Midwest in 2013 to open his own martial arts studio while still booking roles on prime-time shows like FOX's “Empire” and ABC's “Marvel's Inhumans.” Moh continues his martial arts training daily and holds the rank of 6th Degree Black Belt in Songahm Taekwondo. In November 2022, he was bestowed the title of Master Instructor.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
 

Our host Alanah Phillips, MBA, co-chair of The College’s Next Gen Advisory Task Force, sits down with Libby Greiwe, ChFC®, RICP®, FIC® of The Efficient Advisor for a conversation on how to onboard new clients and introduce professionals to the financial services industry, as well as how sound practice-building steps can reduce stress, lead to better business outcomes, and ultimately benefit advisors and clients alike in this episode of the Shares podcast.

Libby Greiwe, ChFC®, RICP®, FIC® is the founder of The Efficient Advisor, LLC and the host of The Efficient Advisor Podcast as well as a speaker, advisor coach, and financial professional. Her podcast helps financial advisors and planners create systems and processes so they can work less, feel less overwhelmed, and build a business and life that they love. She prides herself on providing step-by-step guides, templates, and tools advisors can customize for themselves and help them make the next right decisions to level up their practice. She previously worked as a financial advisor and principal for 15 years at Thrivent Financial and is a graduate of Miami University.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.