“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. Xena Financial Planning founder and financial advisor Danika Waddell shares the blueprint behind her extraordinary growth including [Podcast with Transcript]: What she attributes to gaining 60 clients in her first 12 months When she chose to hire a business coach How she has built her support team And more… “So actually creating some of the workflows and things like that, it’s just not my natural ability, so I hired somebody really early on that, you know, is a business coach, but…
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Weekend Content for New Financial Planners (September 18-19, 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 highlights the industry effects of the emergence of “Financial Advicers” [Podcast with Transcript]: Michael Kitces: The average advisory fee is higher now than it was in 2012, almost 10 years ago when robo advisors first showed up because we’re doing more advice and we’re actually finding it so valuable. We can charge more for it, literally the opposite of fee compression. Reese Harper: And all of the robo advisors had to pivot and say, ‘Okay, fine, we’ll offer a…
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Weekend Content for New Financial Planners (September 11-12, 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. Brittney Castro sits down with Robert Sofia to discuss all things personal branding including: Her strategy behind separating her personal brand from her business What factors to consider when choosing social media platforms to use How to get started and what to prioritize And more… Power Branding With Brittney Castro: How Financial Advisers Can Build Their Brand – Blend Out – MasterClass [Robert Sofia, Snappy Kraken] What to showcase during your job interviews [Podcast at the 8:45-mark or Video]: How To…
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Weekend Content for New Financial Planners (September 4-6, 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. Financial planner, fintech consultant, and Monarch Money’s Head of Financial Advice Natalie Taylor on [Podcast]: The importance of “Big Wins” early on during implementation How she presents information to clients to encourage ownership Why she optimizes around implementation rather than “perfect financial planning” A handful of solid marketing tips around messaging “On a website, it’s about them knowing they landed in the right place because of who they are and not because of who you are. You want to help them…
