“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. A pioneer in integrating psychology and personal finance, Rick Kahler on a number of behavioral topics including [Podcast]: When not to ask questions in order to avoid interrupting the conversational flow Why some client financial behaviors may initially look illogical, but make sense after a few follow-up questions The importance of active listening and using pauses in conversation And more… “That’s the hardest thing to give up: ‘I know the answer to this, I know the answer to that. I know…
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Weekend Content for New Financial Planners (September 10-11, 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. Thomas Kopelman and Treyton Devore reflect on their exceptional first year in business and cover a wide range of underlying principles and tactics including [Podcast]: The importance of planning and prioritizing every touchpoint in your client experience Auditing activities to recognize which give you energy Outsourcing early And more… “Now an assistant is going to be starting in October because, sure I could make $30,000 more a year if I didn’t hire those roles, but also I couldn’t scale at one…
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Weekend Content for New Financial Planners (September 3-5, 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. Michael Kitces, Carl Richards, and Bill Bachrach on communicating your fees to prospective clients: describing your value, framing your fees, and more [Article]: Kitces: “‘Show me a prospect meeting where the prospect talked 80% of the time and it’s a very high likelihood that they’re going to end [up] doing business’ with you ‘because, at the end of the day, if they feel like they got their stuff out there and they feel heard,’ that tends to work in the advisor’s…
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Weekend Content for New Financial Planners (August 27-28, 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 shares website accessibility tips that also improve your SEO, advice on partially leaning on outsourced marketing providers, and more [Podcast]: “These things we reviewed also create a good foundation for learning how to optimize your content for SEO. They force us to focus on the user, to create a better experience, and be thoughtful about what we include in our content and how we present it to the reader.” Web Accessibility, SEO, And Email Marketing [Taylor Schulte, Experiments In…
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Weekend Content for New Financial Planners (August 20-21, 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. Brad Klontz on a range of financial psychology topics including [Podcast]: The importance of “Financial Flashpoints” and “Money Scripts” Biological forces that keep clients from saving more How to overcome “Relative Deprivation” And more… “What’s fascinating is that when people are doing things right around money, it’s actually going against all of their biological, social, and evolutionary conditioning. I think it’s a really important point. … Your genetics have set you up to not save.” Harnessing The Power Of Financial…
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Weekend Content for New Financial Planners (August 13-14, 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. Trailhead Planners co-founder Morgan Ranstrom encourages taking a fresh look at what we are building to ensure our mimicking nature doesn’t get the best of us [Article]: “We are mimicking machines. We endlessly model our heroes, attempting to be just like them. How many financial advisors do you know who are obsessed with running a 1 million dollar practice? By the way, I’m one of them, and I’m still unsure if the desire is arising authentically or because I’ve been taught…
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Weekend Content for New Financial Planners (August 6-7, 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. XY Planning Network co-founder Alan Moore covers all things entrepreneurship and getting your start in the industry including [Podcast]: The biggest growth factor for new RIAs The best action steps to take today if you are several years out from starting your firm Mistakes to avoid when considering starting an RIA The average industry experience of XYPN’s most successful, new advisors How to get the most out of industry conferences And more… “What we find is that the firms who put…
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Weekend Content for New Financial Planners (July 30-31, 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. A marketing “messaging formula” for messaging that’s differentiating, memorable, and easy to communicate [Article]: “Most financial advisors look and sound the same. To a prospect, you offer the same basic services, such as financial planning, investment management, and retirement planning. … How do you communicate a message that clearly differentiates you from the competition, making it easier for prospects to know you are the right advisor for them? You develop a marketing message that is simple, clear, and easy to remember.…
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Weekend Content for New Financial Planners (July 23-24, 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 Samuel Deane narrowed his niche, the importance of conducting “user interviews,” his 5-step inbound content marketing framework, and more [Podcast]: “I didn’t spend a ton of time in the industry, so I didn’t go through like any extensive sales training or anything like that. So, I am not someone who likes rejection. Yes, I’m an entrepreneur, and yes I take risks and those sorts of things, but I would much rather ‘put my brain on the Internet’ and let people…
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Weekend Content for New Financial Planners (July 16-17, 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. 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…
