“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 art of coining terms like your firm name, proprietary planning process, etc., adding constraints to increase your creativity, the importance of iteration, and much, much more [Video]: Marketing Lessons With Jack Butcher (David Perell, Perell.com) Morningstar’s Director of Retirement Research David Blanchett on three sources of wealth advisors fail to consider in tandem when designing a portfolio’s risk/return profile [Article]: “Advisors who limit client wealth planning to their portfolio are missing a big part of doing their job correctly. Instead, they…
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Weekend Content for New Financial Planners (January 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. How to answer the question: “What do you think about this investment?” [Article]: “I recently found myself in the fourth scenario. On November 17th, with Bitcoin at $17,500, my brother-in-law texted me the following: ‘Hey. What do you think about buying 1 share of bitcoin?’ He knows my shtick. We’ve had these discussions before. He knows that I avoid these questions at all costs. But I had to give him something. I couldn’t just not respond.” Advice For Giving Advice (Michael Batnick,…
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Weekend Content for New Financial Planners (December 26-27, 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. Legacy Investment Planning founder and advisor Sten Morgan shares how he delivers and communicates massive value upfront to prospects and why he isn’t afraid they will “take it and run” [Podcast and Transcript]: “As a young advisor, when I got a ‘plate appearance,’ I had to hit it. Like, I couldn’t afford to miss out on good prospects because I wasn’t having a lot, as I was building my practice. So I had to say, ‘My close rate had to be…
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Weekend Content for New Financial Planners (December 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. RLS Wealth advisor and Advisors Growing As A Community co-founder Justin Castelli’s origin story, the importance of sharing your own story and your “why” in your firm’s marketing, and four factors for successful marketing [Video]: The #1 Missing Ingredient Advisors Forget When Trying To Attract New Clients (Samantha Russell, Twenty Over Ten) Altruist founder Jason Wenk’s marketing workbook covering 7 basic marketing tactics every advisor should be implementing, the importance of copywriting and underlying principles, and a variety of sales personas to…
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Weekend Content for New Financial Planners (December 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. Cranbrook Wealth’s Casey Bear and Logan Ross on how to find your fit in the industry, being selective with offers, and the approach the two took to develop Ross into a lead advisor of 50 ultra-affluent clients by age 29 [Podcast]: “At first, I was extremely nervous. I think any 24-year-old would be. I just kept spiraling the snowball effect of working with one big family, then another, and another. Having Casey right there in front of me. He’d bring me…
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Weekend Content for New Financial Planners (December 5-6, 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. Financial planning professor and blogger Mary Carlson talks about her winding journey through the industry, the key question she asked to open job opportunities early on, being willing to make changes to find your fit (while not burning bridges), and more: [Podcast]: “I knew pretty early on that I wanted to be both a career woman and a mother. That has always been really important and near and dear to my heart. I led kind of a winding path through my…
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Weekend Content for New Financial Planners (November 28-29, 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. ICYMI: Ritholtz Wealth Management advisor Blair duQuesnay shares her story about persevering through industry obstacles, aligning with a firm to optimize her strengths and financial planning philosophy, and evolving from her effective “chip on the shoulder” mentality to an even better approach: [Podcast with transcript]: “Being a top student in school always – the biggest shocker to me coming out of school was that your straight A’s don’t mean you’re going to be successful. That was like a real reality moment…
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Weekend Content for New Financial Planners (November 21-22, 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. “The Advisor of Tomorrow” podcast guest TJ van Gerven shares lessons learned after launching a firm from scratch, including prioritizing building systems and processes, maintaining confidence during slow times, and being strategic with social media: [Video and Podcast]: “Focusing on processes and systems early on – even when you have that free time – because, like you said, you need to build it for 3-4 years down the road. It’s just hard. It’s easy to say what you should do in…
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Weekend Content for New Financial Planners (November 14-15, 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 Britton Gregory on taking small steps to validate financial planning as a career change, what he would do differently, and how he utilizes key performance indicators [podcast]: “So that was a real defining moment that told me, hey, this is a good next step. So I took I took steps, but they were small steps. I didn’t immediately say, oh, I’m going to quit my job. I said, I’m going to start my RIA, I’m going to…
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Weekend Content for New Financial Planners (November 7-8, 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. NAPFA Genesis Committee Chair Ben Jacobs on overcoming client pushback on his age, key benefits to attending NAPFA conferences, and embracing paperwork in his first position after earning his master’s: “I went to several NAPFA conferences. They are great because …people are so open to talking to you. I remember as a student particularly thinking, ‘Wow, these professionals are really willing to talk to me and learn about the program I’m in and just kind of advice on my career path.…
