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Unleashing Potential: Empowering Next-Gen Advisors with Alanah Phillips & Lindsey Lewis
Manage episode 451505764 series 3565060
Contenido proporcionado por Shelby Nicholl. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Shelby Nicholl o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of the 'Kick It Open Podcast,' host Shelby Nicholl welcomes Alanah Phillips and Lindsey Lewis, co-founders of the Advisor Launch Lab, to discuss their unconventional journeys and successful strategies for hiring and developing next-gen talent in the wealth management industry. They emphasize the need for diversity in teams, the fallacies in traditional hiring practices, and the importance of mentorship, continual learning, and emotional intelligence. They also share their experiences and insights on reducing the high fallout rate among new advisors through better support, training, and innovative thinking.
Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
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Capíttulos
1. Introduction (00:00:00)
2. Meet Alanah Phillips and Lindsey Lewis (00:00:50)
3. Alanah's Journey in Wealth Management (00:01:27)
4. Lindsey's Path to Financial Services (00:03:31)
5. Challenges in Recruiting Next-Gen Advisors (00:07:20)
6. Importance of Training and Mentorship (00:10:05)
7. Addressing the High Fallout Rate (00:13:19)
8. Traits of Successful Next-Gen Advisors (00:18:20)
9. Improving Hiring Practices (00:26:22)
10. Quick Round of Fun Questions (00:32:29)
11. Conclusion (00:35:15)
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