“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. Thinking about financial planning similar to doctors practicing medicine: “Financial advisors obviously aren’t saving lives like doctors do. But financial problems are a leading cause of stress in our lives. And I have to wonder – if more financial advisors started thinking more like doctors would this actually reduce the financial stress that occurs for so many people? My guess is yes.” Should We Treat Financial Advisors More Like Doctors? (Cullen Roche, Pragmatic Capitalism) How sharing your story through social media content can…
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Weekend Content for New Financial Planners (July 11-12, 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 Planner and FPA leader Hannah Moore's story and her top advice for new financial planners: "And I see that [isolation] in spades with younger planners. I talk to them all the time. Where they’re working at some big-name shop or broker-dealer or something, and they have no idea there’s a world outside of there. And so that’s isolation. They don’t know what else is out there."
