“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 —…
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Weekend Content for New Financial Planners (May 20-21, 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. From how to pick a niche and decide on a compensation model to allocating your time and building your tech stack, Jason Wenk and Dasarte Yarnway cover nine things advisors wish they knew before launching their own firm [Podcast]: “What I find is that I’m severely undercharging. Because a lot of the things that entrepreneurs were asking me to do were time intensive. So, I found myself figuring out what are the biggest pain points for these entrepreneurs that I seek…
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Weekend Content for New Financial Planners (May 13-14, 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. Flow Financial Planning founder Meg Bartelt opens up about her seven-year journey as an RIA owner including her new perspective towards business planning, challenges you may want to anticipate, and more [Article]: “I knew I was stressed out and unhappy last year. And, perhaps because, as my business coach says, I have a ‘low tolerance for suffering,’ I spent a lot of time thinking about ‘why am I so stressed out and unhappy?’ I ended up hiring a personal therapist at the…
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Weekend Content for New Financial Planners (May 6-7, 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. Nick Maggiulli reconciles two notable studies on the age-old question of whether money can buy happiness [Article]: “In 2021, a study by Matthew Killingsworth titled ‘Experienced well-being rises with income, even above $75,000 per year’ shook the foundations of happiness research by contradicting the findings from Kahneman and Deaton’s famed 2010 paper. In particular, Killingsworth’s study found that both life satisfaction and emotional well-being continued to increase with income (i.e. the log of income), even beyond the $75,000 threshold reported by Kahneman and Deaton. … When…
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Weekend Content for New Financial Planners (April 29-30, 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. Conventional wisdom says to use Twitter primarily for networking among colleagues and building relationships with members of the media. AllStreet Wealth’s Thomas Kopelman shares why he ignored this advice and how it allowed him to build his RIA’s revenue to over $16k per month. He also covers the advantages of Twitter’s “frictionless follow” vs. LinkedIn for growth, how a pull marketing strategy based on educational content allows you to be “anti-needy,” and more [Podcast]: “I don’t cold DM anybody, I don’t…
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Weekend Content for New Financial Planners (April 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. Define Financial’s Taylor Schulte shares the new marketing platform he’s experimenting with (and how it fits into his overall marketing strategy), the tradeoffs of adding “friction” to your potential client experience, and more [Podcast]: “The second thing we learned was how to ask better questions during the introductory phone call. The goal of asking better questions is to avoid spending 4 to 6 weeks of our time taking someone through our sales process who has no intention of hiring us. They…
