“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. NGP Financial Planning’s Michael Policar talks about humanizing the industry including how we talk about potential clients, rethinking discovery meetings, personalizing client communications, and more [Video or Podcast]: “Now I like to do a walk and talk with clients: ‘Let’s go walk around the lake and just talk about what’s bothering you, what you’re worried about, what’s keeping you up at night.’ It’s just so much more natural. There’s nothing forced. I think it disarms folks.” The Key To Identifying New…
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Weekend Content for New Financial Planners (October 23-24, 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. Whether you are comparing the rate of your career progression to your peers or helping clients avoid doing the same with their portfolios, how to cure FOMO [Article]: “FOMO is not new, although social media intensifies it. I remember the internet bull market and bubble from the late 90s and there was plenty of FOMO then too. And it sure sounds like JP Morgan had it in the 19th century and he was one of the richest men in the world. …
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Weekend Content for New Financial Planners (October 16-17, 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. Two pieces of content on the topic of empathy to kick off this week: Investopedia’s Caleb Silver hosts Gary Vaynerchuk and the two discuss when Gary realized the importance of empathy and how it has made him a better businessperson [Podcast at 26:30-mark]: “I had a lot of emotions and feelings – but they were my superpower. And I knew as I got older and older and older it became very clear to me how to harness it. I’m so proud…
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Weekend Content for New Financial Planners (October 9-10, 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. Founder and president of Wealth Consulting Partners Gavin Spitzner sits down with Ron Bullis for a wide-ranging interview including [Podcast and Video]: What areas new advisors can focus on to grow faster How he sees the industry changing over the next 5 to 10 years What it will take for financial planning to truly be considered a profession Gavin Spitzner | The Future Of Advice [Ron Bullis, Lifeworks] ICYMI: How to systematize “surprising and delighting” clients and become more referrable [Video]:…
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Weekend Content for New Financial Planners (October 2-3, 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. Meg Bartelt, founder and lead planner of Flow Financial Planning, and Alex Cavalieri discuss [Podcast]: The “90/10” ratio that forms the basis for all of her content marketing The important difference between a “market niche” and a “service niche” How she iterated on her original niche And more… “I didn’t try to create my own pond and invite the fish over – that’s way too ambitious for me. I went to where there was already a pond of my target fishes…
