“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. Michael Kitces shares how he learned the hard way to become more intentional with his time along with the principles and “filters” behind how to decide what projects to focus on (including which client segments to begin adding more value to first) [Podcast or Video]: “And it started burying me around 2015, and I went through two or three years of changing the systems and structures that I have around myself to try to unbury myself from what I’d done to…
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Weekend Content for New Financial Planners (July 9-10, 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. Snappy Kraken’s Robert Sofia and Journey Strategic Wealth’s Penny Phillips highlight foundational marketing principles including [Video]: Common marketing missteps and the client/advisor “Interest Intersection” The importance of story and messaging when building your firm’s branding Why recognizing context throughout your marketing is imperative And more… The Importance Of Marketing In Wealth Management [Shannon Rosic, WealthManagement.com] Dr. Nicole Boyson wades through what can be a confusing world regarding conflicts of interests in varying firm models including the history of these models, Regulation…
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Weekend Content for New Financial Planners (July 2-4, 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. Dr. Daniel Crosby and Rusty Vanneman cover a range of topics around market volatility including advisor self-care, communication processes, and behavioral considerations [Podcast]: The importance of putting on “your own oxygen mask first” A 5-part self-care framework for advisors Communicating your financial planning process’s benefits versus features And more… [Vanneman] “If you have a normal sequence of how you’re communicating with investors, and you’re sending out something special…let’s say you have your clients pretty well-trained. [They’re] thinking long-term and they try…
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Weekend Content for New Financial Planners (June 25-26, 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. Richard Thaler on mental accounting, choice architecture, retirement “allowances,” and more [Podcast]: “I always tell financial advisors that they’re part financial advisor, part shrink. You got to get the clients comfortable with what you’re doing. … Having to sell off some security, that feels painful. You don’t want people thinking about it that way.” Dr. Richard Thaler: The Psychology Driving Our Money Decisions [Jamie Hopkins and Devin Ekberg, Framework] Meg Bartelt on the pros and cons of optimizing versus simplifying [Article]:…
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Weekend Content for New Financial Planners (June 18-19, 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. How Rianka Dorsainvil differentiates her firm, her definition of advisor alpha, and how authenticity actually creates a competitive advantage [Video]: Rianka Dorsainvil On How Advisors Can Stand Out From The Crowd [Matt Ackerman, Integrated Partners] Adam Cmejla on gaining conviction from becoming highly specialized [Podcast]: “The amount of additional information that we as a firm know about optometry isn’t an excessive amount of information, but it’s the right amount of information that makes all the difference in the world for our…
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Weekend Content for New Financial Planners (June 11-12, 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. To take the next step in your career, rather than focus on your current position, begin with the end in mind [Article]: “But you can easily apply this framework to your working life as well. I know because I’ve done it. I remember analyzing my career at my current firm a few years ago and thinking, ‘What role best suits me here?’ I realized that we needed a COO and, given my love for operations/efficiency, it seemed like the perfect fit.…
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Weekend Content for New Financial Planners (June 4-5, 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. Taylor Schulte on “The 3-Year Rule,” overcoming perfectionism, marketing budgets, and more [Video]: Taylor Schulte On The Importance Of Patience And Focus In Advisor Marketing [David Armstrong, WealthManagement.com] As Taylor recommended above, it doesn’t have to be perfect to get started; press publish and improve along the way as Thomas Kopelman and Treyton Devore documented with their video content: Anjali Jariwala on the importance of simplified messaging, how to make sales conversations smoother, and more [Video]: How To Create A Website…
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Weekend Content for New Financial Planners (May 28-30, 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. Riskalyze CEO Aaron Klein on marketing and technology trends as well as [Video]: How to not be overwhelmed by digital marketing Where to start with your messaging Thoughts on machine learning And more… Jolt! 2022: Aaron Klein On 21st Century Advisor Marketing And Digital “Surround-Sound” Targeting [David Armstrong, WealthManagement.com] The power of niches on growth (and their impact on operations) [Article]: “To Mark Tibergien’s point about those with a niche driving the business forward, Nikolee Turner cited statistics from Schwab’s benchmarking…
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Weekend Content for New Financial Planners (May 21-22, 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. Stacking Benjamins Joe Saul-Sehy covers a wide range of interesting topics including [Podcast]: The unique way he positioned the Stacking Benjamins podcast The counterintuitive reason why clients fire their advisors The logic behind Joe’s client visualization exercise And more… “It was trial and error. When I was a financial planner, we would set up goals and then we would meet again next time and people weren’t even paying attention to those goals. It’s the same thing with New Year resolutions, right?……
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Weekend Content for New Financial Planners (May 14-15, 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. Why to share your “Why” in your marketing [Article]: “People don’t share your vision if they merely know what you do or how you do it. They share your vision, and will follow you, if they know why you do what you do. ‘Why’ is your belief. ‘How’ is the action you undertake to realize your belief as you do your job. ‘What’ is the result of your actions; the financial plans you create, the solutions you provide, and the advice…
