The Advisor Project

Benjamin Daniel
  • Home
  • About
  • Resources
  • Disclaimers
Menu
  • Home
  • About
  • Resources
  • Disclaimers
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (February 27-28, 2021)

    February 28, 2021

    “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. Keil Financial Partners founder Jeremy Keil shares how his repeatable marketing process allowed him to double his marketing budget at the start of the pandemic, the podcast content strategy that allowed him to develop his podcasting skills after he started his podcast, the benefits of “motivational interviewing” and more [Podcast: 57-minutes]: “When I talked to him he said, “When I went to your website, everything that’s on there is exactly what I’m looking for. You gave me all kinds of information:…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (February 20-21, 2021)

    February 21, 2021

    “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. InvestmentNews 40 Under 40 advisor Luis Rosa explains the multiple benefits of committing to a content marketing plan and how to get started [Video: 9-minutes]: Content Marketing Is Still The Best Growth Hack [Dasarte Yarnway, Altruist] Altruist’s Marketing Manager Shabana Siyed provides five principles for creating compelling marketing content [Article: 6-minute read]: “I like to think of marketing and content creation as “dating.” When dating, you don’t go into the first date planning to put a ring on it, but rather, you…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (February 13-14, 2021)

    February 14, 2021

    “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. Investopedia Top 100 advisor Kyle Moore shares eleven principles that distinguish top advisors: Bestselling author and Collaborative Fund partner Morgan Housel explains why the best storyteller wins (relatedly, “Building A StoryBrand” is a great resource if you are trying to improve storytelling in your marketing, sales, etc.) [Article: 6-minute read]: “A truth that applies to many fields, which can frustrate some as much as it energizes others, is that the person who tells the most compelling story wins. Not who has…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (February 6-7, 2021)

    February 7, 2021

    “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. Samantha Russell with Twenty Over Ten shares a day-by-day workflow to get more out of your social media strategy [Article: 5-minute read]: “Well, it’s not a secret anymore. At Twenty Over Ten, I have a weekly checklist to maximize our social media efforts. I’m a huge believer in checklists and implementing this one maximizes our social media reach effectively and efficiently. Best of all, this checklist can be adjusted to fit any advisory businesses’ schedule.” My Daily Checklist For Dominating Social Media…

    Read More
    Benjamin Daniel No Comments

Recent Posts

  • May 30, 2024 New Advisor Marketing Inside Out (May 2024)
  • May 12, 2024 What’s Trending For New Financial Planners (May 2024)
  • Apr 30, 2024 New Advisor Marketing Inside Out (April 2024)
  • Apr 07, 2024 What’s Trending For New Financial Planners (April 2024)
  • Mar 20, 2024 New Advisor Marketing Inside Out (March 2024)

Categories

  • Book Notes
  • CFP Curriculum Discussion Questions
  • CFP Curriculum Recaps
  • Credit
  • Financial Planning
  • Financial Planning Articles
  • Industry Insights
  • Investing
  • Marketing
  • New Advisor Marketing Inside Out
  • Planning Profession
  • Practice Management
  • Retirement
  • Sales
  • Savings
  • Taxes
  • Weekend Content for New Planners
  • What's Trending For New Financial Planners

Archives

  • May 2024 (2)
  • April 2024 (2)
  • March 2024 (2)
  • February 2024 (2)
  • January 2024 (2)
  • December 2023 (2)
  • November 2023 (2)
  • October 2023 (1)
  • September 2023 (2)
  • August 2023 (4)
  • July 2023 (5)
  • June 2023 (4)
  • May 2023 (4)
  • April 2023 (5)
  • March 2023 (4)
  • February 2023 (4)
  • January 2023 (5)
  • December 2022 (4)
  • November 2022 (4)
  • October 2022 (5)
  • September 2022 (4)
  • August 2022 (4)
  • July 2022 (5)
  • June 2022 (4)
  • May 2022 (5)
  • April 2022 (4)
  • March 2022 (4)
  • February 2022 (4)
  • January 2022 (5)
  • December 2021 (4)
  • November 2021 (4)
  • October 2021 (5)
  • September 2021 (4)
  • August 2021 (5)
  • July 2021 (4)
  • June 2021 (4)
  • May 2021 (5)
  • April 2021 (4)
  • March 2021 (4)
  • February 2021 (4)
  • January 2021 (5)
  • December 2020 (4)
  • November 2020 (5)
  • October 2020 (4)
  • September 2020 (4)
  • August 2020 (5)
  • July 2020 (2)
  • June 2020 (2)
  • May 2020 (2)
  • April 2020 (2)
  • March 2020 (1)
  • February 2020 (1)
  • January 2020 (1)
  • December 2019 (1)
  • November 2019 (1)
  • October 2019 (1)
  • September 2019 (1)
  • August 2019 (1)
  • July 2019 (1)
  • June 2019 (1)
  • May 2019 (1)
  • April 2019 (1)
  • March 2019 (2)
  • February 2019 (2)
  • January 2019 (4)
  • December 2018 (6)
  • September 2018 (3)
  • August 2018 (5)
  • July 2018 (4)

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org