“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. ICYMI: Ritholtz Wealth Management advisor Blair duQuesnay shares her story about persevering through industry obstacles, aligning with a firm to optimize her strengths and financial planning philosophy, and evolving from her effective “chip on the shoulder” mentality to an even better approach: [Podcast with transcript]: “Being a top student in school always – the biggest shocker to me coming out of school was that your straight A’s don’t mean you’re going to be successful. That was like a real reality moment…
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Weekend Content for New Financial Planners (November 21-22, 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. “The Advisor of Tomorrow” podcast guest TJ van Gerven shares lessons learned after launching a firm from scratch, including prioritizing building systems and processes, maintaining confidence during slow times, and being strategic with social media: [Video and Podcast]: “Focusing on processes and systems early on – even when you have that free time – because, like you said, you need to build it for 3-4 years down the road. It’s just hard. It’s easy to say what you should do in…
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Weekend Content for New Financial Planners (November 14-15, 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 Britton Gregory on taking small steps to validate financial planning as a career change, what he would do differently, and how he utilizes key performance indicators [podcast]: “So that was a real defining moment that told me, hey, this is a good next step. So I took I took steps, but they were small steps. I didn’t immediately say, oh, I’m going to quit my job. I said, I’m going to start my RIA, I’m going to…
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Weekend Content for New Financial Planners (November 7-8, 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. NAPFA Genesis Committee Chair Ben Jacobs on overcoming client pushback on his age, key benefits to attending NAPFA conferences, and embracing paperwork in his first position after earning his master’s: “I went to several NAPFA conferences. They are great because …people are so open to talking to you. I remember as a student particularly thinking, ‘Wow, these professionals are really willing to talk to me and learn about the program I’m in and just kind of advice on my career path.…
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Weekend Content for New Financial Planners (October 31 – November 1, 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. More precise and optimized planning priorities, error minimization, and surprising benefits of incorporating planning flowcharts and checklists into your practice (podcast link below video): #261 – Mike Lecours, fpPathfinder – We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business (Meb Faber, The Meb Faber Show) Optimize your subject lines to increase open rates (article link below video): “Eight out of 10 people will read the subject line of an email, while only two of them will go…
