“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. Matt Sonnen shows why defining a niche, or target client “persona” is so important and affects more than just your marketing [Article: 4-minute read]: “Nikolee then added some hard data supporting her advice. Citing Schwab’s benchmarking data, she quoted that firms that have a documented ideal client persona to guide them add 28% more clients annually, which represents 45% more assets.” How Important Is It To Define Your Ideal Client? [Matt Sonnen, WealthManagement.com] Why a podcast can develop greater relationships with current…
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Weekend Content for New Financial Planners (May 8-9 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. How Thomas Kopelman picked up 5 new clients in about 6 months through his Instagram efforts and how he structures his fee model to make serving millennials profitable [Video: 22-minutes]: How To Utilize Instagram To Grow Your Business [Samantha Russell, Twenty Over Ten] The anatomy of an effective marketing funnel and the importance of “micro-commitments” [Podcast: 53-minutes]: “There is some large financial event that happens once every two years. So the goal [at the] top-of-funnel is not to move the money.…
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Weekend Content for New Financial Planners (May 1-2 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. Co-founder and President of Journey Strategic Wealth, Penny Phillips shares: how to know when to double down on current marketing strategies versus experimenting with new social media platforms what differentiates advisors who actually implement new marketing tactics and best practices the trends successful advisory firms of the future will be capitalizing on …and more, in this podcast with FMG Suite’s Samantha Russell [Podcast: 42-minutes]: “Every single day, it’s like ‘Get on Clubhouse. Do this Podcast.’ To some extent you have to…
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Weekend Content for New Financial Planners (April 24-25 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. Why Facebook will soon be putting a higher premium on quality, engaging content and how to boost your Facebook organic reach with an “engagement stack” [Article: 12-minute read. Podcast: 47-minutes.]: “With the upcoming iOS changes and Google Privacy Sandbox, off-platform actions are going to be harder for Facebook to track. Because they’ll be more limited in the data they can collect, content on the Facebook platform will become even more important.” How To Improve Your Facebook Organic Reach [Michael Stelzner, Social Media…
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Weekend Content for New Financial Planners (April 17-18 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 many benefits – when done properly – of “newsjacking” [5-minute read]: “Like many hot trends, newsjacking can be a powerful tool for raising your profile and growing your brand. But it’s not for everyone. Like everything else, it’s up to you to decide whether it’s right for your business.“ Should You Start Newsjacking? [Megan Carpenter, WealthManagement.com] A walk-through on how you can use LinkedIn’s Sales Navigator to identify your ideal clients and develop relationships through your content in about 15-30…
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Weekend Content for New Financial Planners (April 10-11 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 trade-off between gathering more information from prospective clients versus a higher probability of gathering some information [Video: 2-minutes]: One Small Website Tweak For Massively Higher Conversions [Samantha Russell, Twenty Over Ten] The decision whether to hire for compliance or DIY, the most common compliance mistakes to avoid, and issues involved with content marketing [Video: 9-minutes]: How To Manage Compliance For Your Financial Firm [Dasarte Yarnway, Altruist] Related: A Running List Of Practical Pointers Under The New Marketing Rule, by Max…
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Weekend Content for New Financial Planners (April 3-4, 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 upside of saying “no,” or how to focus your practice to avoid (or stop) “under-earning while being overwhelmed” [Article: 4-minute read]: “As James Clear points out in ‘Atomic Habits,’ ‘Most people don’t have trouble focusing. They have trouble deciding.’ We say yes to so much that we’re forced to divide our efforts, which dilutes our efficacy. Clear’s advice is to ruthlessly trim our goals until we’ve said no to almost everything, ensuring that we stay focused on the few things that will add the…
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Weekend Content for New Financial Planners (March 27-28, 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. Define Financial’s Taylor Schulte explains how to improve your website’s user experience (UX) before Google’s new SEO ranking signal rolls out in May, why UX is important even to those who rely on non-digital/traditional marketing tactics, and three ways to improve your website’s UX with minimal effort [Podcast: 47-minutes]: “Simply put, if Google determines your web page users are having a bad experience online, then your organic search traffic is likely going to suffer. … UX is still wildly important –…
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Weekend Content for New Financial Planners (March 20-21, 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. [ICYMI] Shorebridge Wealth Management financial advisor and author Ashby Daniels takes us through his approach to personal branding, how he thinks about content marketing, and the benefits of “learning in public” [Podcast: 32-minutes]: “When I started writing on my blog, which I guess is the essence of the personal band that most people would associate with me, I really did it as more of a way to be in constant communication with my clients. … I just think it’s super-valuable to…
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Weekend Content for New Financial Planners (March 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. Ritholtz Wealth Management’s Director of Research Michael Batnick shares how he broke into the industry and tips for how to get your foot in the door today [Article: 5-minute read]: “I understand why we get so many questions from people looking to make a career change into the financial advice business. It’s rewarding both personally and professionally. We get to build relationships with people and help them achieve their life goals. And this is why it’s so competitive. But if you…
