“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. Kinder Institute founder George Kinder and Communications Director Lora Woodward speak with XY Planning Network’s Maddy Roche on the benefits of the EVOKE® process for clients and your firm: “I began to realize that this longing for a different life was endemic. Everybody I met had something like that. And so it made me realize that as I was gathering these financial skills to give myself freedom, I realized that these financial skills were meant to give everybody freedom. And so…
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Weekend Content for New Financial Planners (September 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. NorthAvenue founder Kristen Moosmiller’s story of persevering through the Great Recession and industry obstacles to build a comprehensive planning firm intent on changing the industry: “From there, I really focused on, while I was working on my experience requirement, just reading as much as I could (meaning continuing education) and networking with people. Over the next year or so, I was speaking up a lot in client meetings and sharing things that I had learned and become confident in. Soon after,…
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Weekend Content for New Financial Planners (September 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. Samuel Deane’s origin story, mission, and well-developed niche: “When I sit down with clients that work in tech and they’re looking for an advisor, I’m really confident that that client will choose me because I’ve built the business specifically for this demographic.” Finding And Growing A Purpose-Fueled Niche (Steve Sanduski, Between Now And Success) A more effective approach (though potentially counterintuitive) for reassuring clients: “By blindly espousing the ‘it’s not different this time’ mantra, you may be creating more stress, which is the opposite…
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Weekend Content for New Financial Planners (September 5-7, 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 simple system for building and maintaining your important relationships: “What I love about Weisberg’s story is that it shatters so many myths about the best networkers, also known as superconnectors. You don’t need to be rich, charming, extroverted, or part of the old boys’ network. You can be kind, generous, helpful, and sincere without engaging in the transactional tit-for-tat thinking. And what emerges is both quite simple and spectacularly powerful. A tribe of like-minded and kind-hearted people each trying to impact…
