Weekend Content for New Planners

Weekend Content for New Financial Planners (November 13-14, 2021)

“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 Collaborative founder and president Beverly Flaxington on how curiosity can lead to better EQ and financial planning [Podcast]:

“In fairness to advisors, they do an excellent job of presenting what they do well: the plan is good, the portfolio is good, etc. But, you have to understand that sometimes what is underneath what someone presents to you is a little different than what you have answered on the face of it. Listening with empathy means I have a real curiosity about why you brought this up.

Advisors Keep Missing Client Cues. How More Self Awareness Can Help. [Greg Bartalos, Barron’s]

A reminder of the immense value you provide as a financial advisor [Article]:

“Wherever you find yourself in this business, please know that your advice is priceless. It takes literally one single interaction like this one to pay for an entire lifetime of fees and more. The thing is, we never know when these instances will occur, but it’s likely that they will occur at some point.”

Never Doubt Your Value… [Ashby Daniels, Money Visuals]

Proven social media content ideas for the most engagement [Video]:

Social Media Content For Financial Advisors: Post Ideas Proven To Get The Most Engagement [Samantha Russell, Twenty Over Ten]

Farnam Street’s Shane Parrish interviews William Irvine on why you should have an “Anti-Mentor” [Video]:

Why You Should Have An Anti-Mentor [Shane Parrish, The Knowledge Project]

Which piece of content did you like? Comment below!

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