“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. WealthVoice founder Emily Binder on [Video or Podcast]: leveraging emerging technology to develop deeper client relationships and prospective client engagement while becoming more efficient the distinctions between branding versus sales and features versus benefits the importance of social media marketing and how to get started How To Better Connect With Clients Through Emerging Technology [Dasarte Yarnway, The Human Advisor] A framework for resetting client expectations (using delegating email as an example) [Podcast]: “And so as with email and everything else, we…
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Weekend Content for New Financial Planners (July 17-18, 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. If you’re an overachiever looking for a way to boost your productivity or, alternatively, on the edge of burnout, 2X New York Times bestselling author Greg McKeown covers how to make your work feel “Effortless” [Podcast]: “What gradual pace can I sustain? So, once you’ve begun, you need to have not only lower bounds, for example, ‘every day I’m going to open my Google Doc that has my book manuscript in it.’ That’s the lower bound. But you also have to…
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Weekend Content for New Financial Planners (July 10-11, 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. Luis Rosa came from humble beginnings and overcame cultural obstacles to build a firm that gives back to his peers [Podcast]: “Financial planning was not even offered as a major. I had no idea that being a financial planner existed. I didn’t know what it was. It wasn’t a conversation that was had in my house. We never talked about anything to do with money other than work hard and try to save some.” Luis Rosa – How This Young Immigrant…
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Weekend Content for New Financial Planners (July 3-5, 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. An overview of how to best use social media platforms whether your goal is networking with peers/media, top-of-funnel marketing, or advertising [Article]: “There is a significant difference among the audience members of social media platforms. If you’ve seen little ROI from social media, you are spending too much time or money on the wrong platform. … Discovering where your audience spends their time is the first step. Creating content that appeals to your audience and fits the tone of their chosen…
