“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. Richard Thaler on mental accounting, choice architecture, retirement “allowances,” and more [Podcast]: “I always tell financial advisors that they’re part financial advisor, part shrink. You got to get the clients comfortable with what you’re doing. … Having to sell off some security, that feels painful. You don’t want people thinking about it that way.” Dr. Richard Thaler: The Psychology Driving Our Money Decisions [Jamie Hopkins and Devin Ekberg, Framework] Meg Bartelt on the pros and cons of optimizing versus simplifying [Article]:…
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Weekend Content for New Financial Planners (June 18-19, 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. How Rianka Dorsainvil differentiates her firm, her definition of advisor alpha, and how authenticity actually creates a competitive advantage [Video]: Rianka Dorsainvil On How Advisors Can Stand Out From The Crowd [Matt Ackerman, Integrated Partners] Adam Cmejla on gaining conviction from becoming highly specialized [Podcast]: “The amount of additional information that we as a firm know about optometry isn’t an excessive amount of information, but it’s the right amount of information that makes all the difference in the world for our…
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Weekend Content for New Financial Planners (June 11-12, 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. To take the next step in your career, rather than focus on your current position, begin with the end in mind [Article]: “But you can easily apply this framework to your working life as well. I know because I’ve done it. I remember analyzing my career at my current firm a few years ago and thinking, ‘What role best suits me here?’ I realized that we needed a COO and, given my love for operations/efficiency, it seemed like the perfect fit.…
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Weekend Content for New Financial Planners (June 4-5, 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. Taylor Schulte on “The 3-Year Rule,” overcoming perfectionism, marketing budgets, and more [Video]: Taylor Schulte On The Importance Of Patience And Focus In Advisor Marketing [David Armstrong, WealthManagement.com] As Taylor recommended above, it doesn’t have to be perfect to get started; press publish and improve along the way as Thomas Kopelman and Treyton Devore documented with their video content: Anjali Jariwala on the importance of simplified messaging, how to make sales conversations smoother, and more [Video]: How To Create A Website…
