“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. Justin Castelli shares the principles and framework that guided his career, how to create your personal brand, and more [Podcast]: “I think that’s an important part to understand: where you start is not necessarily where you are going to end. And as a financial advisor, it’s almost certainly not going to be where you end. Because you don’t know what you don’t know when you come into this industry. Depending on what part of the business you come into. I came…
-
-
Weekend Content for New Financial Planners (July 22-23, 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. New Planner Recruiting’s Caleb Brown and Elevant Wealth’s Taylor Love discuss how new financial planners can get over fears of sitting down with clients, how to get started in the industry, and more [Podcast]: “So, at first, when I heard about this Elevant Wealth, I wasn’t 100% sure for a couple of reasons. I’ve learned that RIAs, fee-only is kind of the most holistic, transparent, and in the best interest of the clients. So, I kind of wasn’t interested in anything…
-
Weekend Content for New Financial Planners (July 15-16, 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. Webinars have been shown to be one of the most effective ways to get new clients, yet they are underutilized across all firms. The FMG team covers everything from the best days and times to host webinars, strategies for boosting your audience size, repurposing content, and more [Video] How Webinars Can Grow Your Business [Samantha Russell and Susan Theder, FMG] And if you are looking for ways to be more confident in your webinars (or other presentations), Beverly Flaxington shares 6…
-
Weekend Content for New Financial Planners (July 8-9, 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. Taylor Schulte shares the one habit he credits as being instrumental to his success, his new perspective on goal-setting, and more [Podcast]: “I was about 3 or 4 years into the business, and I realized how valuable other financial advisors were in my career trajectory. So, I told my wife one day ‘I am going to commit to having breakfast, lunch, coffee, beer, or whatever with another financial advisor once a week from here on out.’ Of course, she thought I…
-
Weekend Content for New Financial Planners (July 1-2, 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. Uncovering blind spots in retirement planning and how to replace the nonfinancial benefits that careers provide [Podcast]: “The biggest surprise was the question that we asked was, for those that have retired, or will, for those that haven’t retired—was the transition to retirement smooth or will the retirement transition be smooth for you? And only 51% of the retirees agreed or strongly agreed with that statement, which means that half of them struggled with the transition. And remember, this was a…
