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Benjamin Daniel
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    Weekend Content for New Financial Planners (May 23-24, 2020)

    May 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. Persevering through a financial crisis to create your dream career: “My advice is, don’t give up. Learn where you are. And I would say like if you don’t like where you are, you can move on.” #FASuccess Ep 177: Career-Changing To Become A Financial Advisor In The Midst Of A (Financial Crisis And) Bear Market, with Sara Stanich (Michael Kitces, Kitces.com) Signs of hiring amid COVID-19: “Amid a pandemic, lockdowns and unprecedented volatility, advisor Evelyn Zohlen filled not one, but two open…

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  • Marketing,  Weekend Content for New Planners

    Weekend Content for New Financial Planners (May 9-10, 2020)

    May 10, 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. This edition of Weekend Content for New Financial Planners begins on the theme of developing your professional brand. A Twitter thread from MetaLab founder and investor Andrew Wilkinson provides some thought-provoking analysis on the benefits and competitive advantages of developing your brand. Next, Barron’s Steve Garmhausen’s conducts an interview with one of the industry’s most well-known “personal brands” in Ric Edelman, covering what it takes to establish and maintain your brand. Finally, if you have any reservations about the potential for…

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