“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. Experience Your Wealth founder and financial planner Jake Northrup on using a values-based approach to find his niche client, the skills he is glad he developed before launching his firm, and how he grew to $500k in annual recurring revenue in 3.5 years [Podcast or Video]: “Having the ability to do one-time plans, knowing, and I’ve actually shared this with some other XYPN advisors too, you don’t want to take on the wrong people for ongoing relationships. But it’s okay to…
-
-
Weekend Content for New Financial Planners (March 18-19, 2023)
“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. Deirdre Van Nest on the 3 stories every financial planner must share with prospective clients [Podcast]: “There’s that skepticism that’s already built in. Then you have to add in the fact that people are fearful of talking about money in general. It’s kind of a taboo subject. Many of us, myself included, were raised in households where you just don’t talk about that. That’s very private business. You don’t talk about that. So, there’s already sort of this hiding mentality around…
-
Weekend Content for New Financial Planners (March 11-12, 2023)
“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. Plancorp’s Chief Planning Officer Brian King covers the most notable planning opportunities from SECURE Act 2.0 (both for pre-retirees and early accumulators) [Podcast or Video]: “It includes many more provisions (than SECURE Act 1.0). It’s a longer bill. There are more things to think about. (Though our perspective, and I think the perspective that you will hear from others, is that there is no one, single provision that rises to the level of the death of the ‘Stretch IRA’ that came…
-
Weekend Content for New Financial Planners (March 4-5, 2023)
“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 to leverage ChatGPT and other AI-backed software to more effectively create content marketing [Article]: “I could ask it to write the entire article and list all the sources it used, but I don’t do that. I find it easier to review the outline, select the areas I want to focus on, research, and write the content in my voice. I’m also aware that Google penalizes the use of AI-generated content. I probably don’t save time using Chat GPT in this…
