“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. Success stories from financial advisors with non-traditional backgrounds: “My major was chemistry and, after a career in the pharmaceutical industry, I began working as an independent consultant. As my interest in the financial markets increased, I began exploring options for an “encore” career in the financial industry.” You Don’t Have To Be A Major In Business To Be A Financial Planner (Ginger Szala, ThinkAdvisor) New Planner Recruiting’s Caleb Brown covers 5 reasons to consider a career in financial planning: “The relationship that…
-
-
Weekend Content for New Financial Planners (July 25-26, 2020)
“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. Thinking about financial planning similar to doctors practicing medicine: “Financial advisors obviously aren’t saving lives like doctors do. But financial problems are a leading cause of stress in our lives. And I have to wonder – if more financial advisors started thinking more like doctors would this actually reduce the financial stress that occurs for so many people? My guess is yes.” Should We Treat Financial Advisors More Like Doctors? (Cullen Roche, Pragmatic Capitalism) How sharing your story through social media content can…
-
Weekend Content for New Financial Planners (May 9-10, 2020)
“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. This edition of Weekend Content for New Financial Planners begins on the theme of developing your professional brand. A Twitter thread from MetaLab founder and investor Andrew Wilkinson provides some thought-provoking analysis on the benefits and competitive advantages of developing your brand. Next, Barron’s Steve Garmhausen’s conducts an interview with one of the industry’s most well-known “personal brands” in Ric Edelman, covering what it takes to establish and maintain your brand. Finally, if you have any reservations about the potential for…
