Thrive When You Specialize
Positioning yourself and your services to clients is not a simple task—but through specialization, you can stand out from the competition and match yourself with clients who are in need of your specific services. With help from our new practice management workbook, you can gain key insights on the best methods to achieve this and more while growing your practice.
Increase your knowledge and take the steps to propel your business forward with this customizable workbook.
Compassion and Honesty Is the Best Policy
In this episode of our NextGen in 10 podcast, host Clarisa Hernandez, CFP®, ChFC® speaks with Jeff Landt, CFA, CFP® about practical ways advisors can better communicate their value to clients to strengthen the relationship and help them avoid costly pitfalls.
Jeff Landt, CFA, CFP® is a senior vice president and the chief investment officer for North Star Resource Group. His primary area of expertise is the investment management process. He assists the firm’s associates with portfolio strategies, portfolio construction and the best practices of portfolio management. In addition to acting as the chief investment officer, he is also a practicing associate with North Star Resource Group, specializing in retirement distribution strategies and wealth management.
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.
NextGen in 10 Adding Value with Next-Gen Advisors
In this episode of our NextGen in 10 podcast, host Matt Aaron, CFP®, RICP® speaks with Rianka Dorsainvil, CFP® about the unique value she has been able to bring to clients as a millennial advisor, and how younger advisors can be confident in their ability to help clients of all ages and backgrounds.
Rianka Dorsainvil, CFP®, co-founder and co-CEO of 2050 Wealth Partners, focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams. As a financial planner and an advocate for diversity, equity, and inclusion, Dorsainvil believes that first-generation wealth-builders are a community that has been underserved by the financial planning profession for too long – and she’s here to help change the tides. She serves as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations, such as InvestmentNews’ inaugural 2017 Women to Watch Rising Star award and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.
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.
NextGen in 10: From Survival to Success
In this episode of our NextGen in 10 podcast, host Alanah Phillips, MBA speaks with Jordan Murray, CFP® about the ways new advisors can beat the odds by joining an established team. Not only does this allow them to learn from more senior members, but it solves the problem of getting access to new clients.
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.
Marketing to Your Ideal Client
Growing your business is no easy task—but we can help! Our new practice management workbook is here to instruct you on the crucial methods every advisor needs to know as they seek to grow their practice.
Learn more about determining what your ideal client looks like and the services you offer them that set you apart from the competition. Prioritizing your client relationships not only helps you position yourself to provide your client with the best advice possible, but it will also keep your clients satisfied.
Increase your knowledge and take the steps to propel your business forward with this customizable workbook.
NextGen in 10: Teamwork Makes the Dream Work
In this episode of our NextGen in 10 podcast, host Alanah Phillips, MBA speaks with Jordan Murray, CFP® about ways advisory firms can use flexible models for compensation and a people-first environment to attract and keep their best new advisors.
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.
Domarina Oshana Discusses the Ethics of AI in Financial Services
In her piece, Oshana, director of research and operations at the American College Center for Ethics in Financial Services, recounts her recent experience at the twenty-third Annual James A. and Linda R. Mitchell/The American College of Financial Services Forum on Ethical Leadership in Financial Services. She specifically shares the insights she gained relating to AI and its use in the financial services industry.
Oshana goes on to discuss the major ethical implications that all businesses should consider when implementing AI into their strategy, including how to approach criticism of AI, the risks associated, and the importance of effective governance.
Read on to hear what Oshana has to say about this trending topic!
NextGen in 10: Finding Your Next-Gen Niche
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.
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NextGen in 10 Understanding Practice Acquisition
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.