“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. Success stories from financial advisors with non-traditional backgrounds: “My major was chemistry and, after a career in the pharmaceutical industry, I began working as an independent consultant. As my interest in the financial markets increased, I began exploring options for an “encore” career in the financial industry.” You Don’t Have To Be A Major In Business To Be A Financial Planner (Ginger Szala, ThinkAdvisor) New Planner Recruiting’s Caleb Brown covers 5 reasons to consider a career in financial planning: “The relationship that…
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Weekend Content for New Financial Planners (August 22-23, 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. Advisor Taylor Schulte’s origin story, perspectives on industry trends, and thoughts on advisor marketing (both digital and traditional): “In the past, when I was making these decisions to start my own business, I noticed I had kind of this entrepreneurial desire inside of me. I just was getting really tired of being told no by my employers and having to climb my way to yes. As you might know and as some people might find out, I’m kind of a creative…
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Weekend Content for New Financial Planners (August 15-16, 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. Tactics for getting prospects (or hiring managers) to “know, like, and trust” you: “The “know, like, trust” factor is the foundation for every relationship in business. Without it, you won’t make sales or sign new clients. With it, you are well on your way to cultivating profitable and fulfilling relationships that enable you to grow a business that you love.” The “Know, Like, Trust Factor” In Your Marketing (Crystal Lee Butler, Advisor Perspectives) An aspect required to build trust that’s often missed:…
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Weekend Content for New Financial Planners (August 8-9, 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. A new take on an old metric: “What is the most important number in personal finance? I used to think it was net worth, or possibly liquid net worth, but I have since come to the conclusion that these measures have some serious limitations. Net worth, for example, isn’t the best indicator of financial acumen because it doesn’t come with any context. It doesn’t tell you how someone got their net worth. … Given these limitations, is there a way we can adjust the LWR into…
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Weekend Content for New Financial Planners (August 1-2, 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 Leslie Ransom changed careers as a 40-something, gained an internship, and now works as a paraplanner to help build the RIA she started from scratch: “I said alright I’m going to go be an intern at, I don’t know how old I was, 40-something. Plus, I needed the experience to order to be a CFP because you have to have a certain number of years of experience.” Jumping Careers In Her 40s And Building Confidence In The…
