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Episode 2: All Aboard!

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Manage episode 409035282 series 3564795
内容由The American College of Financial Services提供。所有播客内容(包括剧集、图形和播客描述)均由 The American College of Financial Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

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Episode 2: All Aboard!

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Manage episode 409035282 series 3564795
内容由The American College of Financial Services提供。所有播客内容(包括剧集、图形和播客描述)均由 The American College of Financial Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

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