“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…
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Weekend Content for New Financial Planners (September 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. Michael Kitces highlights the industry effects of the emergence of “Financial Advicers” [Podcast with Transcript]: Michael Kitces: The average advisory fee is higher now than it was in 2012, almost 10 years ago when robo advisors first showed up because we’re doing more advice and we’re actually finding it so valuable. We can charge more for it, literally the opposite of fee compression. Reese Harper: And all of the robo advisors had to pivot and say, ‘Okay, fine, we’ll offer a…
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Weekend Content for New Financial Planners (September 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. Brittney Castro sits down with Robert Sofia to discuss all things personal branding including: Her strategy behind separating her personal brand from her business What factors to consider when choosing social media platforms to use How to get started and what to prioritize And more… Power Branding With Brittney Castro: How Financial Advisers Can Build Their Brand – Blend Out – MasterClass [Robert Sofia, Snappy Kraken] What to showcase during your job interviews [Podcast at the 8:45-mark or Video]: How To…
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Weekend Content for New Financial Planners (September 4-6, 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. Financial planner, fintech consultant, and Monarch Money’s Head of Financial Advice Natalie Taylor on [Podcast]: The importance of “Big Wins” early on during implementation How she presents information to clients to encourage ownership Why she optimizes around implementation rather than “perfect financial planning” A handful of solid marketing tips around messaging “On a website, it’s about them knowing they landed in the right place because of who they are and not because of who you are. You want to help them…
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Weekend Content for New Financial Planners (August 28-29, 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. Taylor Schulte discusses the processes behind his firm’s success and more [Podcast or Video]: How he ditched the typical printed financial plan deliverable and what he uses instead The steps he takes to set up “surge meetings” How he transitioned non-niche clients in a way that felt natural to him The ideal target market size that makes for a good niche Finding Your Financial Planning Niche With Taylor Schulte [Ross Marino, Shaping Change] Jerry Kauffman gives an overview of the “Entrepreneurial…
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Weekend Content for New Financial Planners (August 21-22, 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. Recently hitting $100M in AUM and growing his podcast to over 1M downloads in 2 years, Benjamin Brandt sat down with Samantha Russell to share [Podcast or Video]: mistakes to avoid when first launching a podcast what metrics are important and which are superficial the “stair-step” approach to his value-driven sales funnel and more “I came out of the barrel smoking hot – I got two or three episodes in, every week I was going, and then I got like four…
