“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,…
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Weekend Content for New Financial Planners (May 27-29, 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. Why giving away your best content for free is actually an effective marketing strategy [Article]: “I write articles that frequently tell readers exactly how to do the work my firm is paid to perform for its clients. I am fine disclosing how we design websites, engage in SEO campaigns, produce videos, and utilize artificial intelligence to make our consulting practice more productive and profitable. Why does this make sense, and why should you follow my lead?” Give Away Your Secrets —…
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Weekend Content for New Financial Planners (May 20-21, 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. From how to pick a niche and decide on a compensation model to allocating your time and building your tech stack, Jason Wenk and Dasarte Yarnway cover nine things advisors wish they knew before launching their own firm [Podcast]: “What I find is that I’m severely undercharging. Because a lot of the things that entrepreneurs were asking me to do were time intensive. So, I found myself figuring out what are the biggest pain points for these entrepreneurs that I seek…
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Weekend Content for New Financial Planners (May 13-14, 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. Flow Financial Planning founder Meg Bartelt opens up about her seven-year journey as an RIA owner including her new perspective towards business planning, challenges you may want to anticipate, and more [Article]: “I knew I was stressed out and unhappy last year. And, perhaps because, as my business coach says, I have a ‘low tolerance for suffering,’ I spent a lot of time thinking about ‘why am I so stressed out and unhappy?’ I ended up hiring a personal therapist at the…
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Weekend Content for New Financial Planners (May 6-7, 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. Nick Maggiulli reconciles two notable studies on the age-old question of whether money can buy happiness [Article]: “In 2021, a study by Matthew Killingsworth titled ‘Experienced well-being rises with income, even above $75,000 per year’ shook the foundations of happiness research by contradicting the findings from Kahneman and Deaton’s famed 2010 paper. In particular, Killingsworth’s study found that both life satisfaction and emotional well-being continued to increase with income (i.e. the log of income), even beyond the $75,000 threshold reported by Kahneman and Deaton. … When…
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Weekend Content for New Financial Planners (April 29-30, 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. Conventional wisdom says to use Twitter primarily for networking among colleagues and building relationships with members of the media. AllStreet Wealth’s Thomas Kopelman shares why he ignored this advice and how it allowed him to build his RIA’s revenue to over $16k per month. He also covers the advantages of Twitter’s “frictionless follow” vs. LinkedIn for growth, how a pull marketing strategy based on educational content allows you to be “anti-needy,” and more [Podcast]: “I don’t cold DM anybody, I don’t…
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Weekend Content for New Financial Planners (April 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. Define Financial’s Taylor Schulte shares the new marketing platform he’s experimenting with (and how it fits into his overall marketing strategy), the tradeoffs of adding “friction” to your potential client experience, and more [Podcast]: “The second thing we learned was how to ask better questions during the introductory phone call. The goal of asking better questions is to avoid spending 4 to 6 weeks of our time taking someone through our sales process who has no intention of hiring us. They…
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Weekend Content for New Financial Planners (April 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. Ric Edelman with the principles behind his exceptional early-career growth, a number of innovative trends that call into question traditional financial planning assumptions, and more [Podcast]: “People used to ask me about my marketing strategy. My attitude was: ‘I’m not a marketer. I have never engaged in marketing in my entire 37-year career. I am an educator.’ I impart financial education and I do it for free. I use the mass media to disseminate my content. Somebody hearing or being exposed…
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Weekend Content for New Financial Planners (April 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. ProudMouth’s Matt Halloran on the science behind why podcasts are so effective at nurturing prospective clients [Podcast or Video]: The Power Of Podcasting [Candice Carlton & Meg Carpenter, The New Skool] Transitus Wealth Partners founder Ross Marino shares the 4 questions he always asks during introductory meetings [Podcast]: “You do all this work and people get overwhelmed. They can’t follow through. Part of it is: if you have a pain in your knee, don’t talk to me about nutrition because my…
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Weekend Content for New Financial Planners (April 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. Timothy Financial Counsel founder Mark Berg on the “Blue Ocean” opportunity that the hourly compensation model offers as well as its many misconceptions [Podcast]: “So, first of all, starting a business is hard period, whether you’re doing it hourly or assets under management. As you know from the statistics, there’s a high percentage of businesses that fail after the first five years. So, this was a bit of an unknown. But I did compare to starting a CPA practice, starting a…
