“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 three pillars of retirement satisfaction, the best ways to spend money for happiness, and more, from Dr. Michael Finke [Podcast]: “They want the autonomy, they get to retirement and they have full autonomy, and they have no idea what to do with it. They’ve never actually thought about it. There’s a lot of evidence, as you know, that people are very bad at projecting the future. They tend to place it within the context of today. When we’re working we…
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Weekend Content for New Financial Planners (June 17-19, 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. “Sales” is often looked down upon inside and outside the industry. Yet, we sell in multiple ways throughout the day (e.g., influencing client behavioral change and communicating our services). Nancy Bleeke on the mindset shifts to view selling as being a trusted guide and aligned with wanting to serve clients well [Podcast]: “My mindset is: ‘This is the first value I get to give somebody. By helping them to make that decision to get help, to work with me, and to…
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Weekend Content for New Financial Planners (June 10-11, 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. Three disciplines within the psychology of financial planning—and how each can be implemented [Article]: “Since the CFP Board added the psychology of financial planning as a required competency for certified financial planners in 2022, I’ve often heard the separate disciplines—financial therapy, behavioral finance, and client psychology—used interchangeably. That’s not surprising. The psychology of financial planning as practiced by a planner is broad-based and holistic. It focuses on how financial planners influence the client’s behaviors with their words and actions as well…
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Weekend Content for New Financial Planners (June 3-4, 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. ICYMI: Michael Kitces shares his thoughts on A.I.’s impact on the profession including what he sees advisors doing in the future, the types of clients who will continue to hire advisors, and the obstacles consumers face to fully embrace A.I. [Podcast or Article]: “First of all, at a high level, I’m a tech nerd at heart. I love my tech. I like playing with my tech. I’m bullish on tech in the way that tech plays out in positive ways. But,…
