“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. A marketing “messaging formula” for messaging that’s differentiating, memorable, and easy to communicate [Article]: “Most financial advisors look and sound the same. To a prospect, you offer the same basic services, such as financial planning, investment management, and retirement planning. … How do you communicate a message that clearly differentiates you from the competition, making it easier for prospects to know you are the right advisor for them? You develop a marketing message that is simple, clear, and easy to remember.…
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Weekend Content for New Financial Planners (July 23-24, 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. Why Samuel Deane narrowed his niche, the importance of conducting “user interviews,” his 5-step inbound content marketing framework, and more [Podcast]: “I didn’t spend a ton of time in the industry, so I didn’t go through like any extensive sales training or anything like that. So, I am not someone who likes rejection. Yes, I’m an entrepreneur, and yes I take risks and those sorts of things, but I would much rather ‘put my brain on the Internet’ and let people…
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Weekend Content for New Financial Planners (July 16-17, 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. Michael Kitces shares how he learned the hard way to become more intentional with his time along with the principles and “filters” behind how to decide what projects to focus on (including which client segments to begin adding more value to first) [Podcast or Video]: “And it started burying me around 2015, and I went through two or three years of changing the systems and structures that I have around myself to try to unbury myself from what I’d done to…
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Weekend Content for New Financial Planners (July 9-10, 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. Snappy Kraken’s Robert Sofia and Journey Strategic Wealth’s Penny Phillips highlight foundational marketing principles including [Video]: Common marketing missteps and the client/advisor “Interest Intersection” The importance of story and messaging when building your firm’s branding Why recognizing context throughout your marketing is imperative And more… The Importance Of Marketing In Wealth Management [Shannon Rosic, WealthManagement.com] Dr. Nicole Boyson wades through what can be a confusing world regarding conflicts of interests in varying firm models including the history of these models, Regulation…
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Weekend Content for New Financial Planners (July 2-4, 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. Dr. Daniel Crosby and Rusty Vanneman cover a range of topics around market volatility including advisor self-care, communication processes, and behavioral considerations [Podcast]: The importance of putting on “your own oxygen mask first” A 5-part self-care framework for advisors Communicating your financial planning process’s benefits versus features And more… [Vanneman] “If you have a normal sequence of how you’re communicating with investors, and you’re sending out something special…let’s say you have your clients pretty well-trained. [They’re] thinking long-term and they try…
