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Inhoud geleverd door The American College of Financial Services. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door The American College of Financial Services of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Episode 2: All Aboard!

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Inhoud geleverd door The American College of Financial Services. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door The American College of Financial Services of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Much has been written and said about the nonstop nature of the financial services profession – part of the reason many new advisors leave the business early in their careers. Is there a better way that can help advisors avoid burnout?

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 and introduce professionals new to financial services into the industry, and how sound practice-building steps can reduce stress, lead to better business outcomes, and ultimately benefit advisors and clients alike.

Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.

  continue reading

16 afleveringen

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Episode 2: All Aboard!

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Manage episode 409035282 series 3564795
Inhoud geleverd door The American College of Financial Services. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door The American College of Financial Services of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Much has been written and said about the nonstop nature of the financial services profession – part of the reason many new advisors leave the business early in their careers. Is there a better way that can help advisors avoid burnout?

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 and introduce professionals new to financial services into the industry, and how sound practice-building steps can reduce stress, lead to better business outcomes, and ultimately benefit advisors and clients alike.

Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.

  continue reading

16 afleveringen

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