Financial Advisor | Leading With Trust In The Modern Financial Landscape
June 6, 2024

Director of research and operations Domarina Oshana, PhD discusses how financial services companies can use artificial intelligence (AI) responsibly while maintaining consumer and employee trust.

Kitces.com | Weekend Reading For Financial Planners (June 8-9)
June 7, 2024

Financial guru Michael Kitces discusses The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program and how it will meet a growing need in the financial planning industry.

The Wall Street Journal | How to Choose the Best High-Yield Savings Account for You
June 10, 2024

WMCP® Program Director Michael Finke, PhD, CFP® takes a look at how today’s interest rates may affect Americans’ savings habits – and what should be done about them.

Financial Planning | Tax Planning Certification Rolling Out as Wealth and Tax Divide Narrows
June 11, 2024

Jeffrey Levine, the industry thought leader behind The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program, joins chief marketing and strategy officer Jared Trexler to discuss how the program will enhance the advice of advisors across fields of expertise.

ThinkAdvisor | What to Expect From American College’s New Tax Certification
June 11, 2024

Jeffrey Levine and chief marketing and strategy officer Jared Trexler talk specifics of The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program and how it fills a needed niche in the market.

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.
 

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.

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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.

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!

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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.

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.