“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. Kitces.com researcher Dr. Meghaan Lurtz and Dr. Daniel Crosby cover [Podcast]: A client questioning framework that progressively builds trust and encourages clients to open up How to use the “Peak-End” rule to improve client outcomes Helping clients forecast goals they will actually enjoy How advisors can take better care of themselves as they take care of clients during volatile times And more… “We’re better at being human to each other when know the structure of the way that things move forward.…
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Weekend Content for New Financial Planners (February 26-27, 2022)
“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. Chequers Financial Management founding partner Megan Gorman and Buckingham’s Steven Atkinson cover a lot of interesting ground including [Podcast]: How she found her niche by leaning into her curiosity (and ignoring what she was “supposed” to be like) How Megan handles the “rejection” from prospective clients who ultimately go with another advisor Leaning into her clients’ definition of wealth to provide them with a sense of security And more… “I think early on in my career I had to come to…
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Weekend Content for New Financial Planners (February 19-20, 2022)
“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. Financial planners Scott Frank and James Conole discuss the best ways to become a financial planner as well as [Podcast]: Their own stories of how they got into the industry The differing standards and models of RIAs and broker/dealers Various entry-level roles, responsibilities, and career pathways Resources for securing new positions “Probably the best thing that it’s giving you is a chance to observe. Like I said before, you have this sense that it’s all about the money and having to…
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Weekend Content for New Financial Planners (February 12-13, 2022)
“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 and Steve Sanduski on how to future-proof your practice in light of exponential technologies, increasing longevity, blockchain, and more [Podcast or Video]: “The medical scientists, technologists, physicists, and researchers are all showing us that we are not only living longer than ever, the life expectancy now is about age 88, but life expectancy is growing. We’re adding about a month a year to our life expectancy. By 2035, we’ll be adding a year a year, which means every year…
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Weekend Content for New Financial Planners (February 5-6, 2022)
“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. Anna N’Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly share their inspiring stories and thoughts on representation, equity, and more [Podcast or Video]: “It just means opportunity. We’re an example: it doesn’t matter your background and it doesn’t matter where you come from. You are born with these abilities, intelligence, and the skills that you need to be successful.” Anna N’Jie-Konte, Dr. David Rhoiney, & Emlen Miles-Mattingly On Self-Determination & Representation [Dasarte Yarnway, The Human Advisor] Penny Phillips with six non-traditional KPIs…
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Weekend Content for New Financial Planners (January 29-30, 2022)
“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: Morgan Housel on the advantages of combining several “little things” to create the extraordinary [Article]: “Same with people. It’s tempting to want to find the one big skill that will set you apart. But most incredible things come from compounding, and compounding isn’t intuitive because the incremental inputs are never exciting on their own. A few little things that are easy to ignore yet work wonders when combined together…“ Big Skills [Morgan Housel, Collaborate Fund] Twenty Over Ten’s Samantha Russell…
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Weekend Content for New Financial Planners (January 22-23, 2022)
“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. Onramp’s Caitlin Cook on the power of Twitter and the #FinTwit community [Video]: Why recording meetings to watch your own “game tape” is so important, how to boost buy-in from prospective and current clients, and more [Podcast]: “The opportunity today, that is totally underleveraged, and it’s due to technology, is the ability to observe yourself via game tape. So many professions make copious use of game tape from surgeons, to sports, to music, to otherwise. Why not us? That’s how you…
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Weekend Content for New Financial Planners (January 15-16, 2022)
“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. FiComm Partner’s Megan Carpenter covers all things “authentic marketing” including [Podcast]: What “authentic marketing” actually means An exercise for clarifying and leveraging your own story and authenticity How authenticity can relate to your niche And more… “Every advisor I’ve ever talked to has such a cool story. They don’t tell that story right away. You have to keep asking ‘But why?’ ‘But why? Tell me more about that.’ You have to dig really deep to get there, but if you do,…
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Weekend Content for New Financial Planners (January 8-9, 2022)
“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. If you’re considering launching an RIA or any entrepreneurial project, Altruist’s Jason Wenk discusses “betting on yourself” with Dasarte Yarnway including [Podcast]: Re-thinking a definition of failure The importance of surrounding yourself with similarly-minded individuals Leveraging the advantages of entrepreneurship vs. established financial firms Altruist’s “cultural playbook” and three core values And more… “The most innovative people in the world have an abundance mindset. So, they’re not making decisions based on fear and so it’s not that scary to bet on…
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Weekend Content for New Financial Planners (January 1-2, 2022)
“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 and Carl Richards discuss “impostor syndrome” including [Podcast or Video]: Why impostor syndrome matters and a common definition Recognizing incremental expertise is all that is required How impostor syndrome correlates to opportunities How to deal with impostor syndrome “Michael: The part that has stuck for me was someone who had said, ‘Just remember, in the land of the blind, the one-eyed man is king.’ You don’t have to know more than anyone in the world. Because the leading…
