“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. Why to share your “Why” in your marketing [Article]: “People don’t share your vision if they merely know what you do or how you do it. They share your vision, and will follow you, if they know why you do what you do. ‘Why’ is your belief. ‘How’ is the action you undertake to realize your belief as you do your job. ‘What’ is the result of your actions; the financial plans you create, the solutions you provide, and the advice…
-
-
Weekend Content for New Financial Planners (May 7-8, 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. Natalie Taylor’s “Impact Filter” and a “Values-Goals-Behavior” framework for high client buy-in and implementation rates [Podcast]: “It’s very important to me that my clients take ownership and that it’s their decision, and not mine. So, if they’ve decided that this is the picture of their life that they want to go towards, that these are the core values that are important to them, and that these are the goals they want to pursue, then I can help them know what the…
-
Weekend Content for New Financial Planners (April 30-May 1, 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. Brownlee Wealth Management’s Jared Machen shares his nontraditional career path, how he decided to partner with another advisor (versus start his own firm), and the drivers behind his firm’s growth from $14M to $67M of AUM in 2.5 years including [Podcast]: The importance of memorializing your client experience before adding to your tech stack When to begin thinking about developing operational infrastructure Brownlee Wealth’s content ecosystem and call-to-action philosophy And more… “It’s never too early to start. Business development gets all…
-
Weekend Content for New Financial Planners (April 23-24, 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. The importance of developing a “position statement” and other techniques for getting prospects to “know, like, and trust” you [Article]: “Your positioning statement is the most useful piece of content you’ll ever create, but you will never show it to anyone. This is for you so when you’re looking at creating content, you could evaluate if that content matters and if it’s in line with your swim lane.“ Position Yourself As A Trusted Voice Through Content [Mary Kate Gulick and Ana…
-
Weekend Content for New Financial Planners (April 16-17, 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: Josh Brown on building a successful career in the industry [Article]: “It works. It’s how Wall Street became Wall Street and Silicon Valley became the Valley. Nobody is born on Wall Street. None of the digital fortunes emanating from the campus of Stanford outward were magically discovered by the locals. Smart, successful people followed each other to these places and pulled trillions of dollars in value out of the molecules in the air around them. No oil strikes, no diamond…
-
Weekend Content for New Financial Planners (April 9-10, 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. Taylor Schulte shares his top marketing strategy for advisors and provides a framework for setting proper expectations for each stage of your marketing funnel [Podcast]: “It would take 12+ months and potentially thousands of dollars, depending on her skill set and expertise and willingness to learn, to rank for hyper-specific keywords that her ideal client is typing into Google. That’s likely not the answer that Jess is looking for. It might also take 2-3 years for her to launch a podcast…
-
Weekend Content for New Financial Planners (April 2-3, 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. Three Crown’s founder and CEO Johnny Sandquist covers [Podcast]: Why content distribution is king How to pick a social media platform that will perform for you Overcoming content marketing obstacles And more… “Advisors need to, more than anything, stop looking all of the time at other advisors. And look [more] at their own clients. That’s the big thing here. Because your clients will lead the way to everything that you need to do.” Content Creation To Distribution: Every Step Simplified For…
-
Weekend Content for New Financial Planners (March 26-27, 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. Altruist Senior Content Manager Shabana Siyed on all things brand-building including [Podcast]: Common mistakes to avoid as you build your brand How to attract clients you want to work with Appropriate expectations for social media performance “You’re really showing up as you are, which also gives them that space for them to show up as they are, too. You’re able to have those deeper conversations and cultivate a stronger and longer relationship. Then, at that point, it starts to feel more…
-
Weekend Content for New Financial Planners (March 19-20, 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. International bestselling author, executive coach, and psychologist Dr. Moira Somers speaks with Dr. Daniel Crosby about [Podcast]: How to deploy “Rational Compassion” Key drivers to giving advice that sticks The scope of emotion’s role in planning And more… “I used to be a little indignant about the possibility that maybe I wasn’t being effective and [I was like] ‘Wait, a minute, I don’t have control over what they do.’ But you realize, yeah you don’t have control, but you’ve got huge…
-
Weekend Content for New Financial Planners (March 12-13, 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. 10X IRONMAN guide for blind triathletes and Avantis Investors Vice President Caroline Gaynor sat down with NAPFA’s Marie Swift to share lessons learned from her athletic endeavors that equally apply to serving planning clients including [Podcast]: Anticipating obstacles on your journey Not being defined by failure Maintaining focus in difficult environments “I was feeling really, really good. Then, about halfway through the swim, I took a stroke and noticed that our tether was no longer there. … Suddenly, I’m not connected…
