“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. Kinder Institute founder George Kinder and Communications Director Lora Woodward speak with XY Planning Network’s Maddy Roche on the benefits of the EVOKE® process for clients and your firm: “I began to realize that this longing for a different life was endemic. Everybody I met had something like that. And so it made me realize that as I was gathering these financial skills to give myself freedom, I realized that these financial skills were meant to give everybody freedom. And so…
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Weekend Content for New Financial Planners (September 19-20, 2020)
“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. NorthAvenue founder Kristen Moosmiller’s story of persevering through the Great Recession and industry obstacles to build a comprehensive planning firm intent on changing the industry: “From there, I really focused on, while I was working on my experience requirement, just reading as much as I could (meaning continuing education) and networking with people. Over the next year or so, I was speaking up a lot in client meetings and sharing things that I had learned and become confident in. Soon after,…
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Weekend Content for New Financial Planners (September 12-13, 2020)
“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. Samuel Deane’s origin story, mission, and well-developed niche: “When I sit down with clients that work in tech and they’re looking for an advisor, I’m really confident that that client will choose me because I’ve built the business specifically for this demographic.” Finding And Growing A Purpose-Fueled Niche (Steve Sanduski, Between Now And Success) A more effective approach (though potentially counterintuitive) for reassuring clients: “By blindly espousing the ‘it’s not different this time’ mantra, you may be creating more stress, which is the opposite…
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Weekend Content for New Financial Planners (September 5-7, 2020)
“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. A simple system for building and maintaining your important relationships: “What I love about Weisberg’s story is that it shatters so many myths about the best networkers, also known as superconnectors. You don’t need to be rich, charming, extroverted, or part of the old boys’ network. You can be kind, generous, helpful, and sincere without engaging in the transactional tit-for-tat thinking. And what emerges is both quite simple and spectacularly powerful. A tribe of like-minded and kind-hearted people each trying to impact…
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Weekend Content for New Financial Planners (August 29-30, 2020)
“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. Success stories from financial advisors with non-traditional backgrounds: “My major was chemistry and, after a career in the pharmaceutical industry, I began working as an independent consultant. As my interest in the financial markets increased, I began exploring options for an “encore” career in the financial industry.” You Don’t Have To Be A Major In Business To Be A Financial Planner (Ginger Szala, ThinkAdvisor) New Planner Recruiting’s Caleb Brown covers 5 reasons to consider a career in financial planning: “The relationship that…
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Weekend Content for New Financial Planners (August 22-23, 2020)
“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. Advisor Taylor Schulte’s origin story, perspectives on industry trends, and thoughts on advisor marketing (both digital and traditional): “In the past, when I was making these decisions to start my own business, I noticed I had kind of this entrepreneurial desire inside of me. I just was getting really tired of being told no by my employers and having to climb my way to yes. As you might know and as some people might find out, I’m kind of a creative…
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Weekend Content for New Financial Planners (August 15-16, 2020)
“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. Tactics for getting prospects (or hiring managers) to “know, like, and trust” you: “The “know, like, trust” factor is the foundation for every relationship in business. Without it, you won’t make sales or sign new clients. With it, you are well on your way to cultivating profitable and fulfilling relationships that enable you to grow a business that you love.” The “Know, Like, Trust Factor” In Your Marketing (Crystal Lee Butler, Advisor Perspectives) An aspect required to build trust that’s often missed:…
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Weekend Content for New Financial Planners (August 8-9, 2020)
“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. A new take on an old metric: “What is the most important number in personal finance? I used to think it was net worth, or possibly liquid net worth, but I have since come to the conclusion that these measures have some serious limitations. Net worth, for example, isn’t the best indicator of financial acumen because it doesn’t come with any context. It doesn’t tell you how someone got their net worth. … Given these limitations, is there a way we can adjust the LWR into…
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Weekend Content for New Financial Planners (August 1-2, 2020)
“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. XY Planning Network advisor Leslie Ransom changed careers as a 40-something, gained an internship, and now works as a paraplanner to help build the RIA she started from scratch: “I said alright I’m going to go be an intern at, I don’t know how old I was, 40-something. Plus, I needed the experience to order to be a CFP because you have to have a certain number of years of experience.” Jumping Careers In Her 40s And Building Confidence In The…
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Weekend Content for New Financial Planners (July 25-26, 2020)
“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. Thinking about financial planning similar to doctors practicing medicine: “Financial advisors obviously aren’t saving lives like doctors do. But financial problems are a leading cause of stress in our lives. And I have to wonder – if more financial advisors started thinking more like doctors would this actually reduce the financial stress that occurs for so many people? My guess is yes.” Should We Treat Financial Advisors More Like Doctors? (Cullen Roche, Pragmatic Capitalism) How sharing your story through social media content can…
