https://feeds.blubrry.com/feeds/3961818.xml The Advisor Launch Lab https://theadvisorlaunchlab.blubrry.net https://theadvisorlaunchlab.blubrry.net Welcome to The Advisor Launch Lab, the podcast where hosts Alanah Phillips, Iyana Harris, and Lindsey Lewis help financial advisors and leaders grow with intention. Each week, we empower next-generation professionals and their mentors to overcome the uncertainty of building a meaningful career in financial services. Through candid conversations and real-world stories, we share practical strategies to strengthen leadership, elevate communication, and unlock professional potential. Whether you are mentoring the next generation or becoming it, The Advisor Launch Lab helps you lead with confidence and clarity from day one. episodic Alanah Phillips, Iyana Harris, and Lindsey Lewis true podcast Copyright 2026 The Advisor Launch Lab Copyright 2026 The Advisor Launch Lab https://theadvisorlaunchlab.blubrry.net https://assets.blubrry.com/coverart/orig/3961818-1782324806.jpg The Advisor Launch Lab Welcome to The Advisor Launch Lab, the podcast where hosts Alanah Phillips, Iyana Harris, and Lindsey Lewis help financial advisors and leaders grow with intention. Each week, we empower next-generation professionals and their mentors to overcome the unce Blubrry Podcasting: https://www.blubrry.com/ false http://blogs.law.harvard.edu/tech/rss 230adca4-aeff-5ecf-9674-2cea7e28b7a5 Thu, 15 Oct 2026 04:00:41 -0400 Thu, 15 Oct 2026 04:00:41 -0400 What Will Actually Set the Next Generation of Financial Advisors Apart? with Ross Riskin (Ep. 72) https://podcast.show/3961818/episode/155722973/ 155722973 https://theadvisorlaunchlab.blubrry.net/?p=113 Alanah Phillips, Iyana Harris, and Lindsey Lewis Thu, 15 Oct 2026 04:00:41 -0400 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 your age or career stage. They explore how AI is affecting financial services, why technology can’t replace professional accountability, and how advisors can make financial planning easier to understand. Ross also shares practical guidance on education, mentorship, client communication, and building a well-rounded career without rushing the process.

Alanah, Lindsey, and Ross discuss: 

  • Why being a NextGen advisor is about mindset rather than age or years of experience
  • How human connection can help financial advisors build trust across generations
  • Why advisors should focus on being interested in clients rather than trying to impress them
  • How clear visuals and focused education can reduce confusion during financial planning
  • And more!

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Connect with Ross Riskin:

About Our Guest:

Ross Riskin is the Founder of VisiWealth and an Advisory Council Member for the American Institute of Certified College Financial Consultants. He helped create the NextGen in 10 podcast and previously led the NextGen Task Force at The American College. As an advisor and educator, Ross focuses on education planning and develops visual resources to help financial professionals explain complex topics clearly.  His work supports advisors who want to deepen their knowledge, improve client conversations, and serve individuals and families across generations.

]]> 0:43:08 false There’s No Cheat Code for Becoming a Great Financial Advisor with George Nichols (Ep. 71) https://podcast.show/3961818/episode/155486407/ 155486407 https://theadvisorlaunchlab.blubrry.net/?p=106 Alanah Phillips, Iyana Harris, and Lindsey Lewis Thu, 24 Sep 2026 04:00:32 -0400 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 education prepared him to lead. He explains why industry knowledge, sales fundamentals, practical experience, and patience come first.

They also explore mentorship, representation, scholarships, advisor retention, and how financial professionals can make a lasting difference in people’s lives.

George discusses:

  • How listening and service shaped George Nichols’ approach to leadership, financial advice, and working with people
  • Why new financial advisors should learn the profession and sales fundamentals before choosing credentials
  • How patience, practical experience, and continuous learning create a stronger foundation for career growth
  • And more!

Listen to the full episode to learn what to build first as you begin or grow your financial services career.

Connect with Catalyst:

Connect with George Nichols:

About Our Guest:

George Nichols III, CAP®, currently serves as the 10th president and CEO in the storied history of The American College of Financial Services. Nichols joined The College after a 17-year stint at New York Life, where he held principal roles in sales, P&L, strategic initiatives, and public policy. In 2007, Nichols was named to the company’s executive management committee. He also served as executive vice president in the Office of Governmental Affairs.

]]> 0:33:30 false Ep. 63: Personal Development as a Financial Professional https://theadvisorlaunchlab.blubrry.net/2023/11/20/ep-63-personal-development-as-a-financial-professional/ 155724394 nextgenin10.podbean.com/07abbf64-32b7-3722-b86c-8abc97cb76e9 Alanah Phillips, Iyana Harris, and Lindsey Lewis Mon, 20 Nov 2023 08:57:10 -0500 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.

]]> 0:22:31 false Ep. 62: Managing Work-Life Balance in Financial Services https://theadvisorlaunchlab.blubrry.net/2023/11/20/ep-62-managing-work-life-balance-in-financial-services/ 155528229 nextgenin10.podbean.com/db35692a-3bee-3be9-91be-e024d80cfca7 Alanah Phillips, Iyana Harris, and Lindsey Lewis Mon, 20 Nov 2023 08:57:03 -0500 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.

]]> 0:16:38 false Ep. 61: Finding the Space for Your Financial Services Practice https://theadvisorlaunchlab.blubrry.net/2023/11/20/ep-61-finding-the-space-for-your-financial-services-practice/ 154112270 nextgenin10.podbean.com/dd5d3fb1-2d22-34a2-adf1-58f2985c1da7 Alanah Phillips, Iyana Harris, and Lindsey Lewis Mon, 20 Nov 2023 08:56:55 -0500 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.

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