“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’ client communication framework for addressing concerns (like hyperinflation) from fearful clients in a way that maintains credibility [Article]: “Preserving your credibility begins with good communication. And good communication is rooted in knowing what you don’t know until you do. Many times, that simply means being confident enough to admit it, which is the burden we professionals carry with us each day.” Ask Angie [Angie Herbers, CityWire RIA] How to build a practice that avoids, as Michael Kitces puts it,…
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Weekend Content for New Financial Planners (November 20-21, 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. Robert Sofia’s marketing formula to stand out among other firms: bold, yet “on brand” [Article]: “Braveness begets boldness. Oftentimes we see the same old and do the same old in marketing because we’re too afraid to do anything different. What would our customers think? What would our competitors think? We fear judgment and reactions. So we play it safe. We stick to the path most traveled. This is why so many logos, websites, emails and marketing material look the same within…
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Weekend Content for New Financial Planners (November 13-14, 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. The Collaborative founder and president Beverly Flaxington on how curiosity can lead to better EQ and financial planning [Podcast]: “In fairness to advisors, they do an excellent job of presenting what they do well: the plan is good, the portfolio is good, etc. But, you have to understand that sometimes what is underneath what someone presents to you is a little different than what you have answered on the face of it. Listening with empathy means I have a real curiosity…
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Weekend Content for New Financial Planners (November 6-7, 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. XY Planning Network co-founder/CEO and AdvicePay CEO Alan Moore’s advice for entrepreneurs on how to handle uncertainty [Video]: How To Handle Uncertainty As An Entrepreneur With Alan Moore [Matt Reiner, Bridging The Gap] Nifty Advisor Support’s Michelle Wong shares [Podcast]: two of the most common marketing misconceptions she sees from advisors RIA practice management trends details on FPA’s new Asian American and Pacific Islander knowledge circle and more… “Digital marketing doesn’t work unless you are consistent. You’re never going to see…
