“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,…
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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…
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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…
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Weekend Content for New Financial Planners (November 6-7, 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. XY Planning Network co-founder/CEO and AdvicePay CEO Alan Moore’s advice for entrepreneurs on how to handle uncertainty [Video]: How To Handle Uncertainty As An Entrepreneur With Alan Moore [Matt Reiner, Bridging The Gap] Nifty Advisor Support’s Michelle Wong shares [Podcast]: two of the most common marketing misconceptions she sees from advisors RIA practice management trends details on FPA’s new Asian American and Pacific Islander knowledge circle and more… “Digital marketing doesn’t work unless you are consistent. You’re never going to see…
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Weekend Content for New Financial Planners (October 30-31, 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. NGP Financial Planning’s Michael Policar talks about humanizing the industry including how we talk about potential clients, rethinking discovery meetings, personalizing client communications, and more [Video or Podcast]: “Now I like to do a walk and talk with clients: ‘Let’s go walk around the lake and just talk about what’s bothering you, what you’re worried about, what’s keeping you up at night.’ It’s just so much more natural. There’s nothing forced. I think it disarms folks.” The Key To Identifying New…
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Weekend Content for New Financial Planners (October 23-24, 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. Whether you are comparing the rate of your career progression to your peers or helping clients avoid doing the same with their portfolios, how to cure FOMO [Article]: “FOMO is not new, although social media intensifies it. I remember the internet bull market and bubble from the late 90s and there was plenty of FOMO then too. And it sure sounds like JP Morgan had it in the 19th century and he was one of the richest men in the world. …
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Weekend Content for New Financial Planners (October 16-17, 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. Two pieces of content on the topic of empathy to kick off this week: Investopedia’s Caleb Silver hosts Gary Vaynerchuk and the two discuss when Gary realized the importance of empathy and how it has made him a better businessperson [Podcast at 26:30-mark]: “I had a lot of emotions and feelings – but they were my superpower. And I knew as I got older and older and older it became very clear to me how to harness it. I’m so proud…
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Weekend Content for New Financial Planners (October 9-10, 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. Founder and president of Wealth Consulting Partners Gavin Spitzner sits down with Ron Bullis for a wide-ranging interview including [Podcast and Video]: What areas new advisors can focus on to grow faster How he sees the industry changing over the next 5 to 10 years What it will take for financial planning to truly be considered a profession Gavin Spitzner | The Future Of Advice [Ron Bullis, Lifeworks] ICYMI: How to systematize “surprising and delighting” clients and become more referrable [Video]:…
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Weekend Content for New Financial Planners (October 2-3, 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. Meg Bartelt, founder and lead planner of Flow Financial Planning, and Alex Cavalieri discuss [Podcast]: The “90/10” ratio that forms the basis for all of her content marketing The important difference between a “market niche” and a “service niche” How she iterated on her original niche And more… “I didn’t try to create my own pond and invite the fish over – that’s way too ambitious for me. I went to where there was already a pond of my target fishes…
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Weekend Content for New Financial Planners (September 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. Xena Financial Planning founder and financial advisor Danika Waddell shares the blueprint behind her extraordinary growth including [Podcast with Transcript]: What she attributes to gaining 60 clients in her first 12 months When she chose to hire a business coach How she has built her support team And more… “So actually creating some of the workflows and things like that, it’s just not my natural ability, so I hired somebody really early on that, you know, is a business coach, but…
