“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. Carson Group’s Jamie Hopkins on what the CFP® designation means today, opportunities designed to keep new financial planners in the industry longer, and more [Article]: “It’s been wonderful to see the retention. We haven’t lost a single person in this program, compared with a really high attrition rate across the industry in that first two-year period. We are recognizing that the old sink-or-swim mentality is not going to change this problem. I believe the W2 approach is crucial for the beginning…
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Weekend Content for New Financial Planners (September 2-4, 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. How to confidently raise your fees for existing clients [Article]: “It’s natural and normal when you are starting out. You might take a client who isn’t paying you market prices (fees), and it is also normal for non-professional salespeople to find themselves waffling fees early on in their career or when they are launching their practice/firm. It’s the problem that comes when you finally figure out what you really are worth. You start asking for it and getting it and you…
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Weekend Content for New Financial Planners (August 26-27, 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. 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…
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Weekend Content for New Financial Planners (July 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. 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…
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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…
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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…
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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…
