“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. Angie Herbers shares the pivotal moments in her life and career, the “diamond team” concept, and more [Podcast: 81-minutes]: “I wanted to start a consulting business to help financial advisors, but the odds were very small. First, the market was very small. The average size advisory firm at that time $400,000 in revenue. They likely didn’t have a whole lot of money – this is what the story I was telling myself – they likely didn’t have a lot of money…
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Weekend Content for New Financial Planners (June 19-20, 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. Michael Kitces guests on the InvestmentNews podcast and covers: what factors contribute to a bonafide niche today (versus differentiators that are becoming ubiquitous) the actual driver of a shift away from the AUM model (and why it’s not a broken model) thoughts on cryptocurrencies [Podcast: 71-minutes]: “For any individual advisor, the question becomes: How are you going to be better than the competition to win more than your share? How are you going to be different than your competition to win…
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Weekend Content for New Financial Planners (June 12-13, 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. Morningstar behavioral researcher Samantha Lamas shares studies showing: there may be a difference in what your clients say their goals are and their actual goals how to help clients better identify their actual goals how to communicate the value of behavioral coaching [Podcast: 86-minutes] “They discovered that there is indeed a gap that exists between the goals clients think they want and the goals they actually want. The goals that are truly relevant and important to them. For example, you may have a meeting with…
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Weekend Content for New Financial Planners (June 5-6 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. Brian Portnoy explains “funded contentment,” the happiness equation, and how he defines the modern advisor [Video: 14-minutes]: How To Use A Purpose-Based Financial Planning Approach / Grow Episode 46 [Dasarte Yarnway, Altruist] Lessons from growing to $100 AUM in 4 years [Twitter thread]: Lessons From The Past 4 Years [Kyle Moore, Quarry Hill] How to “humanize” the sales process by personalizing “cold” emails with minimal time investment [Podcast: 53-minutes]: “You’re talking about the great sales mystery of over qualifying versus under…
