“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Deirdre Van Nest on the 3 stories every financial planner must share with prospective clients [Podcast]: “There’s that skepticism that’s already built in. Then you have to add in the fact that people are fearful of talking about money in general. It’s kind of a taboo subject. Many of us, myself included, were raised in households where you just don’t talk about that. That’s very private business. You don’t talk about that. So, there’s already sort of this hiding mentality around…
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Weekend Content for New Financial Planners (March 11-12, 2023)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Plancorp’s Chief Planning Officer Brian King covers the most notable planning opportunities from SECURE Act 2.0 (both for pre-retirees and early accumulators) [Podcast or Video]: “It includes many more provisions (than SECURE Act 1.0). It’s a longer bill. There are more things to think about. (Though our perspective, and I think the perspective that you will hear from others, is that there is no one, single provision that rises to the level of the death of the ‘Stretch IRA’ that came…
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Weekend Content for New Financial Planners (March 4-5, 2023)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. How to leverage ChatGPT and other AI-backed software to more effectively create content marketing [Article]: “I could ask it to write the entire article and list all the sources it used, but I don’t do that. I find it easier to review the outline, select the areas I want to focus on, research, and write the content in my voice. I’m also aware that Google penalizes the use of AI-generated content. I probably don’t save time using Chat GPT in this…
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Weekend Content for New Financial Planners (February 25-26, 2023)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Wired Planning’s Brendan Frazier on how to position behavioral coaching in prospective client meetings, easy-to-implement and effective behavioral tactics, and more [Podcast]: “That’s the first thing we need to realize: it’s not about what you want, what you want to tell them, and the value that you perceive. It’s about communicating the value and the results that they want and that they need… I get it because I’ve been there. Where you know how valuable this is. You just want to…
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Weekend Content for New Financial Planners (February 18-19, 2023)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Dr. Daniel Crosby shares research-backed principles for how to become a more influential advisor [Podcast]: “Let me be unequivocal here: there is no competency that is as important as influence for a financial advisor. It is the meta-skill. It is the meta-competency. The reason I say this is every facet of an advisor’s job has influence at the heart of it. Business development is influencing people to partner with you to part with their hard-earned cash in exchange for your goods…
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Weekend Content for New Financial Planners (February 11-12, 2023)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Head of StoryBrand Dr. J.J. Peterson shares an overview of the “StoryBrand” marketing messaging framework and explains the importance of “narrative transformation” for prospective clients to take action [Podcast]: “When I brought the StoryBrand framework to them they were like ‘Holy cow, this is a simplified version of everything we’ve been trying to do and teach.’ That’s what drew me to it. It blew me away and it blew them away. So, the StoryBrand framework is basically ‘How does story work?’…
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Weekend Content for New Financial Planners (February 4-5, 2023)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. FiComm CEO and co-founder Megan Carpenter on the importance of public relations (even for solo advisors); 3 easy, free ways to get started; and how PR’s changed in today’s media landscape [Podcast]: “We love PR as sort of a marketing lever that you can pull because of its ability to help to generate credibility. When you’re seen as an expert source in a trusted publication, it goes a really long way to helping your potential buyer, existing client, or your strategic…
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Weekend Content for New Financial Planners (January 28-29, 2023)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Xena Financial Planning founder Danika Waddell and All The Colors founder Diana Yáñez share an introduction to financial coaching and financial life planning including [Video or Podcast]: The shift in the role from “dictating advice” to letting clients drive more of the planning process Related behavioral benefits of increased client “buy-in” The impact on meeting agendas And more… “If you put something into your GPS to go from Point A to Point B, it’s going to give you the fastest route.…
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Weekend Content for New Financial Planners (January 21-22, 2023)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Buckingham Wealth Partner’s Chief Planning Officer Jeff Levine shares [Podcast with Transcript]: New income tax planning opportunities in 2023 The 2 primary principles of tax planning A review of the inherited IRA rules How to reduce RMDs And more… “The other thing I would say is that a low-income year is a terrible thing to waste. Sometimes I hear people say, ‘I had almost no tax bill this year.’ And I look, and I say, ‘I’m so sorry.’ If you’ve done…
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Weekend Content for New Financial Planners (January 14-16, 2023)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Define Financial founder Taylor Schulte on [Podcast interview begins at 8:35-mark]: The biggest mistakes new financial planners make The big trends he sees with new financial planners The future of the planning industry And more… “I think one of the biggest mistakes that planners make—and I can certainly fall into this trap as well—as we’re going through difficult times, clients are asking really good questions or they’re venting to you, and we want to solve their problem right away, we want…
