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Benjamin Daniel
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  • Weekend Content for New Planners

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

    March 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. Define Financial’s Taylor Schulte explains how to improve your website’s user experience (UX) before Google’s new SEO ranking signal rolls out in May, why UX is important even to those who rely on non-digital/traditional marketing tactics, and three ways to improve your website’s UX with minimal effort [Podcast: 47-minutes]: “Simply put, if Google determines your web page users are having a bad experience online, then your organic search traffic is likely going to suffer. … UX is still wildly important –…

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  • Weekend Content for New Planners

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

    March 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. [ICYMI] Shorebridge Wealth Management financial advisor and author Ashby Daniels takes us through his approach to personal branding, how he thinks about content marketing, and the benefits of “learning in public” [Podcast: 32-minutes]: “When I started writing on my blog, which I guess is the essence of the personal band that most people would associate with me, I really did it as more of a way to be in constant communication with my clients. … I just think it’s super-valuable to…

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  • Weekend Content for New Planners

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

    March 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. Ritholtz Wealth Management’s Director of Research Michael Batnick shares how he broke into the industry and tips for how to get your foot in the door today [Article: 5-minute read]: “I understand why we get so many questions from people looking to make a career change into the financial advice business. It’s rewarding both personally and professionally. We get to build relationships with people and help them achieve their life goals. And this is why it’s so competitive. But if you…

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  • Weekend Content for New Planners

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

    March 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. New Planner Recruiting’s Caleb Brown shares his tips for how new financial planners can gain confidence in low-risk environments [Video: 3-minutes]: 5 Ways To Gain Confidence As A New Planner [Caleb Brown, New Planner Recruiting] ProudMouth founder and CEO Kirk Lowe shares how to accelerate your content marketing results with organic strategies, how a small podcast audience can get just as much ROI as more established podcasts, and multiple marketing tactics to leverage your podcast episodes with “centers of influence” and…

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Recent Posts

  • Jan 29, 2023 Weekend Content for New Financial Planners (January 28-29, 2023)
  • Jan 22, 2023 Weekend Content for New Financial Planners (January 21-22, 2023)
  • Jan 16, 2023 Weekend Content for New Financial Planners (January 14-16, 2023)
  • Jan 08, 2023 Weekend Content for New Financial Planners (January 7-8, 2023)
  • Jan 01, 2023 Weekend Content for New Financial Planners (December 31, 2022 – January 1, 2023)

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