“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. Best practices for client meetings including setting expectations, using scripts, defining objectives, and more [Podcast]: “It’s easy in the early days of all of our businesses to just feel like every, single person that you meet should become a client. You want them to become a client. But, the reality is that there is probably at least some percentage, I don’t know if it’s 10% of people who may be interested in hiring you, but you really shouldn’t. I think the…
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Weekend Content for New Financial Planners (August 19-20, 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 quickly build and maintain trust with clients [Article]: “A study conducted by the Harvard Business Review assembled two groups of people and instructed them to have one-on-one conversations within their respective groups. The first group was told to ask no more than four questions within a 15-minute period. The second group was told to ask at least nine questions in the same amount of time. Feedback from the participants produced an incredibly valuable insight: The participants in the second group…
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Weekend Content for New Financial Planners (August 12-13, 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. The 3 most effective stories to share with your clients, the science behind decision-making and storytelling, and more [Podcast]: “That’s how people’s brains work. It’s called a synapse system. When you bring up a topic, when you bring up a name, when you bring up a subject, the first thing that comes to people’s recollection is the emotion associated with that particular thing. Then, the rationale comes up about six seconds later. I mention that because our brains are storytelling machines.…
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Weekend Content for New Financial Planners (August 5-6, 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 a self-proclaimed “perfectionist” financial advisor overcame his fears to create a content marketing system that now brings in one new client relationship each day to his bank [Video or Podcast]: Start Creating Content, Even If You’re A Perfectionist With Adam Cox [Matt Halloran, Top Advisor Marketing Podcast] Prospective client initial meeting questions that build trust [Article]: “In a direct and one-to-one sales context like advising, your prospect needs to feel sure in their gut that you’re the one for them. They…
