“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 Partner’s Megan Carpenter covers all things “authentic marketing” including [Podcast]: What “authentic marketing” actually means An exercise for clarifying and leveraging your own story and authenticity How authenticity can relate to your niche And more… “Every advisor I’ve ever talked to has such a cool story. They don’t tell that story right away. You have to keep asking ‘But why?’ ‘But why? Tell me more about that.’ You have to dig really deep to get there, but if you do,…
-
-
Weekend Content for New Financial Planners (January 8-9, 2022)
“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. If you’re considering launching an RIA or any entrepreneurial project, Altruist’s Jason Wenk discusses “betting on yourself” with Dasarte Yarnway including [Podcast]: Re-thinking a definition of failure The importance of surrounding yourself with similarly-minded individuals Leveraging the advantages of entrepreneurship vs. established financial firms Altruist’s “cultural playbook” and three core values And more… “The most innovative people in the world have an abundance mindset. So, they’re not making decisions based on fear and so it’s not that scary to bet on…
-
Weekend Content for New Financial Planners (January 1-2, 2022)
“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. ICYMI: Michael Kitces and Carl Richards discuss “impostor syndrome” including [Podcast or Video]: Why impostor syndrome matters and a common definition Recognizing incremental expertise is all that is required How impostor syndrome correlates to opportunities How to deal with impostor syndrome “Michael: The part that has stuck for me was someone who had said, ‘Just remember, in the land of the blind, the one-eyed man is king.’ You don’t have to know more than anyone in the world. Because the leading…
-
Weekend Content for New Financial Planners (December 25-26, 2021)
“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. Brittney Castro covers all things marketing including [Podcast or Video]: The importance of investing in your personal brand How to develop your voice Her content marketing strategy And more… “Quite frankly, like with most of the opportunities that I get, they just found me. They found me through social media and the content I was developing. So, I have been very fortunate that most of the clients that when I started the RIA and a lot of the speaking and brand…
-
Weekend Content for New Financial Planners (December 18-19, 2021)
“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. Workweek content creator Nicole Casperson touches on all things disruption including [Podcast or Video]: her professional decision to leave traditional financial media to showcase her personality and interests how women are well poised to leave their mark on a male-dominated financial services industry the traits advisors need to leverage new technologies and create a better client experience “It’s really about being open-minded. It’s about exploring technologies outside of just the ones that you’re already using. Or figuring out among the ones…
-
Weekend Content for New Financial Planners (December 11-12, 2021)
“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. Bob Veres summarizes the recently-authored book A Matter Of Time on a dynamic, hourly revenue model. The book dispels many objections and myths and Veres suggests the model as a path to developing financial planning into a profession [Article]: “The next set of objections that the book characterizes as myths are at the core of why most advisors gravitated to AUM rather than an hourly model in the first place. The first (I’m paraphrasing here) is that with hourly, the professional…
-
Weekend Content for New Financial Planners (December 4-5, 2021)
“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. In a wide-ranging interview Tyrone Ross Jr. discusses [Video or Podcast]: the challenges he’s overcome in his career and personal life why he thinks the majority of advisors should not be allocating toward crypto assets yet how to streamline prep for media interviews and presentations “If you know your audience well, and I don’t mean, ‘Oh, I’m addressing retirees,’ or ‘I’m addressing college, students.’ That’s not enough. If I know my audience well enough, I know them so well, and they…
-
Weekend Content for New Financial Planners (November 27-28, 2021)
“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. Angie Herbers’ client communication framework for addressing concerns (like hyperinflation) from fearful clients in a way that maintains credibility [Article]: “Preserving your credibility begins with good communication. And good communication is rooted in knowing what you don’t know until you do. Many times, that simply means being confident enough to admit it, which is the burden we professionals carry with us each day.” Ask Angie [Angie Herbers, CityWire RIA] How to build a practice that avoids, as Michael Kitces puts it,…
-
Weekend Content for New Financial Planners (November 20-21, 2021)
“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. Robert Sofia’s marketing formula to stand out among other firms: bold, yet “on brand” [Article]: “Braveness begets boldness. Oftentimes we see the same old and do the same old in marketing because we’re too afraid to do anything different. What would our customers think? What would our competitors think? We fear judgment and reactions. So we play it safe. We stick to the path most traveled. This is why so many logos, websites, emails and marketing material look the same within…
-
Weekend Content for New Financial Planners (November 13-14, 2021)
“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. The Collaborative founder and president Beverly Flaxington on how curiosity can lead to better EQ and financial planning [Podcast]: “In fairness to advisors, they do an excellent job of presenting what they do well: the plan is good, the portfolio is good, etc. But, you have to understand that sometimes what is underneath what someone presents to you is a little different than what you have answered on the face of it. Listening with empathy means I have a real curiosity…
