“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…
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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…
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Weekend Content for New Financial Planners (June 24-25, 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 three pillars of retirement satisfaction, the best ways to spend money for happiness, and more, from Dr. Michael Finke [Podcast]: “They want the autonomy, they get to retirement and they have full autonomy, and they have no idea what to do with it. They’ve never actually thought about it. There’s a lot of evidence, as you know, that people are very bad at projecting the future. They tend to place it within the context of today. When we’re working we…
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Weekend Content for New Financial Planners (June 17-19, 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. “Sales” is often looked down upon inside and outside the industry. Yet, we sell in multiple ways throughout the day (e.g., influencing client behavioral change and communicating our services). Nancy Bleeke on the mindset shifts to view selling as being a trusted guide and aligned with wanting to serve clients well [Podcast]: “My mindset is: ‘This is the first value I get to give somebody. By helping them to make that decision to get help, to work with me, and to…
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Weekend Content for New Financial Planners (June 10-11, 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. Three disciplines within the psychology of financial planning—and how each can be implemented [Article]: “Since the CFP Board added the psychology of financial planning as a required competency for certified financial planners in 2022, I’ve often heard the separate disciplines—financial therapy, behavioral finance, and client psychology—used interchangeably. That’s not surprising. The psychology of financial planning as practiced by a planner is broad-based and holistic. It focuses on how financial planners influence the client’s behaviors with their words and actions as well…
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Weekend Content for New Financial Planners (June 3-4, 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. 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 —…
