“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. Industry recruiting veteran Shannon O’Toole with excellent, all-encompassing advice for your next interview [Podcast: 28-minutes]: “I think it’s an interesting time right now to be a candidate. I do, from my perspective, think that the industry has a shortage of talent. You can be a little bit more picky right now as a candidate. So, just as I tell a firm owner that they really need to think about who it is they want to hire and what those values and…
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Weekend Content for New Financial Planners (May 22-23 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. How to determine what “enough” looks like for you and your career [Podcast: 35-minutes]: “The idea of ‘enough’ is something that most financial advisors are talking about with their clients on a pretty regular basis. ‘How much should we be saving for retirement? And how much should be saving for our kid’s education?’ How much is enough both from a savings standpoint and also from an accumulation standpoint because what we’re trying to do as advisors is to deliver some level…
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Weekend Content for New Financial Planners (May 15-16 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. Matt Sonnen shows why defining a niche, or target client “persona” is so important and affects more than just your marketing [Article: 4-minute read]: “Nikolee then added some hard data supporting her advice. Citing Schwab’s benchmarking data, she quoted that firms that have a documented ideal client persona to guide them add 28% more clients annually, which represents 45% more assets.” How Important Is It To Define Your Ideal Client? [Matt Sonnen, WealthManagement.com] Why a podcast can develop greater relationships with current…
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Weekend Content for New Financial Planners (May 8-9 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. How Thomas Kopelman picked up 5 new clients in about 6 months through his Instagram efforts and how he structures his fee model to make serving millennials profitable [Video: 22-minutes]: How To Utilize Instagram To Grow Your Business [Samantha Russell, Twenty Over Ten] The anatomy of an effective marketing funnel and the importance of “micro-commitments” [Podcast: 53-minutes]: “There is some large financial event that happens once every two years. So the goal [at the] top-of-funnel is not to move the money.…
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Weekend Content for New Financial Planners (May 1-2 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. Co-founder and President of Journey Strategic Wealth, Penny Phillips shares: how to know when to double down on current marketing strategies versus experimenting with new social media platforms what differentiates advisors who actually implement new marketing tactics and best practices the trends successful advisory firms of the future will be capitalizing on …and more, in this podcast with FMG Suite’s Samantha Russell [Podcast: 42-minutes]: “Every single day, it’s like ‘Get on Clubhouse. Do this Podcast.’ To some extent you have to…
