The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. If you’re creating written content marketing, Seth Godin on overcoming writer’s block and impostor syndrome [Video, 4-Minutes]: “So many people have something to say and yet when it’s time to say it, when it’s time to write our book, we hesitate. We get frozen, we get stressed, we procrastinate. There’s one big reason for this and a couple small things that can help. The big reason is because you care. You care about the work. You care about being judged. You care about the permanence of it. You care about all…
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What’s Trending for New Financial Planners (November 2023)
“What’s Trending 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 and Alan Moore cover the latest findings from XYPN’s 2023 benchmarking study including what to expect during your first few years and how specializing or “niching” can provide a big advantage after year 3 [Podcast with Transcript or Video]: [Kitces] “We’ve seen this for a long time, having grown multiple businesses. I did an article about this back I want to say like 2015 or 2016 on the blog of, ‘Why it takes three years before your business gets…
