“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. Why to share your “Why” in your marketing [Article]: “People don’t share your vision if they merely know what you do or how you do it. They share your vision, and will follow you, if they know why you do what you do. ‘Why’ is your belief. ‘How’ is the action you undertake to realize your belief as you do your job. ‘What’ is the result of your actions; the financial plans you create, the solutions you provide, and the advice…
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Weekend Content for New Financial Planners (May 7-8, 2022)
“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. Natalie Taylor’s “Impact Filter” and a “Values-Goals-Behavior” framework for high client buy-in and implementation rates [Podcast]: “It’s very important to me that my clients take ownership and that it’s their decision, and not mine. So, if they’ve decided that this is the picture of their life that they want to go towards, that these are the core values that are important to them, and that these are the goals they want to pursue, then I can help them know what the…
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Weekend Content for New Financial Planners (April 30-May 1, 2022)
“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. Brownlee Wealth Management’s Jared Machen shares his nontraditional career path, how he decided to partner with another advisor (versus start his own firm), and the drivers behind his firm’s growth from $14M to $67M of AUM in 2.5 years including [Podcast]: The importance of memorializing your client experience before adding to your tech stack When to begin thinking about developing operational infrastructure Brownlee Wealth’s content ecosystem and call-to-action philosophy And more… “It’s never too early to start. Business development gets all…
