“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. Improve your prospect conversion rate by clearly defining your prospect process, making it “haggle-free,” and showing you’re not a salesperson: “We had a pretty low conversion rate. So we had to make a change early on in what we were doing with people that were contacting us. So one of the first things that we did was we implemented a fee structure for our initial consultation. It was amazing when we did that two things happened: (1) we only got people…
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Weekend Content for New Financial Planners (October 17-18, 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. Thinking outside of the box for client and prospect virtual events: “Whether it’s a big holiday party or an intimate dinner, most advisers host some type of gathering throughout the year. Socializing with clients is a proven way to enhance relationships and is often a great source of referrals, particularly when clients bring friends along. In our new virtual world, few advisers are hosting dinners or wine tastings, and even fewer clients want to attend; instead, advisers are planning unique, scalable…
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Weekend Content for New Financial Planners (October 10-11, 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. Prospect conversion efficiency, ability to focus on financial planning, and other benefits of authentic, compelling marketing content: “‘It’s not that we think we know everything, a lot of what we’re writing about deals with the uncertainty of the subject matter and all of the things that are unknowable,’ he said. ‘Being willing to say, ‘alright, we’re pretty smart, but there’s a lot we still don’t know and here’s how we think about that,’ that resonates with readers.'” Ritholtz CEO Josh Brown…
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Weekend Content for New Financial Planners (October 3-4, 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. Opportunity amid chaos: “But if 2020 has brought unique problems, it has also set the stage for proactive advisors to really grow, says Jud Mackrill, chief marketing officer at Carson Group, an RIA with $12 billion AUM based in Omaha, Neb. ‘I see a very clear opportunity for advisors to seize this moment,’ he says. ‘This is a time for advisors to mature the marketing side of their business to really tackle the challenge of growth in this season of uncertainty.’…
