Episodes

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...

What credentials do you need to become a financial advisor? Before choosing a designation, it helps to understand the profession, the sales process, and where you want to serve. In this episode, Alanah Phillips talks with George Nichols III, CAP®, President and CEO of The American College of Financial Services, about what new advisors and career changers should learn before pursuing credentials. George shares how his path through public service, insurance regulation, corporate leadership, and ...

Alanah continues her conversation with Dr. Travis Parry, founder of the Make Time Institute, with a focus on how financial advisors can commit to growing both their experience and education in the workplace and their goals in their personal lives.

Alanah speaks with Dr. Travis Parry, founder of the Make Time Institute and a fellow podcast host, about how financial professionals can manage stressful work situations and maintain a healthy balance between their professional and personal lives.

Alanah wraps up her conversation with the advisors of Modern Wealth Design with a discussion of location, ambiance, hospitality, and interior design and how all these things play into creating a powerful experience that keeps clients coming back.