“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. Financial planner, fintech consultant, and Monarch Money’s Head of Financial Advice Natalie Taylor on [Podcast]: The importance of “Big Wins” early on during implementation How she presents information to clients to encourage ownership Why she optimizes around implementation rather than “perfect financial planning” A handful of solid marketing tips around messaging “On a website, it’s about them knowing they landed in the right place because of who they are and not because of who you are. You want to help them…
-
-
Weekend Content for New Financial Planners (August 28-29, 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. Taylor Schulte discusses the processes behind his firm’s success and more [Podcast or Video]: How he ditched the typical printed financial plan deliverable and what he uses instead The steps he takes to set up “surge meetings” How he transitioned non-niche clients in a way that felt natural to him The ideal target market size that makes for a good niche Finding Your Financial Planning Niche With Taylor Schulte [Ross Marino, Shaping Change] Jerry Kauffman gives an overview of the “Entrepreneurial…
-
Weekend Content for New Financial Planners (August 21-22, 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. Recently hitting $100M in AUM and growing his podcast to over 1M downloads in 2 years, Benjamin Brandt sat down with Samantha Russell to share [Podcast or Video]: mistakes to avoid when first launching a podcast what metrics are important and which are superficial the “stair-step” approach to his value-driven sales funnel and more “I came out of the barrel smoking hot – I got two or three episodes in, every week I was going, and then I got like four…
-
Weekend Content for New Financial Planners (August 14-15, 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. Air Force veteran and XY Planning Network advisor Daniel Kopp shares: How he developed his marketing “flywheel” including calculated bets with Google Ads that returned 5X revenue in 2 years The advantages (and trade-offs) of providing financial life planning with clients How his military background showed him the importance of feedback loops, iteration, and the power of checklists “In that first year or so, because I had spent time networking within the communities, that ultimately became the niche. So the widows…
-
Weekend Content for New Financial Planners (August 7-8, 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. Megan Carpenter in a wide-ranging interview including [Podcast]: The importance of being flexible in your career path early on The advantages in leveraging your story for your marketing Her evolving view of work-life balance “You have your own ‘why,’ your own passion for why you do what you do. You have your own demographic and psychographic that you serve. You have your own change that you’re trying to create. Your own business. And the truth is: that cannot be replicated by…
-
Weekend Content for New Financial Planners (July 31 – August 1, 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. Robert Cialdini’s new “unity” principle of persuasion and primers on “social proof” and “scarcity” for effective marketing [Podcast or Article]: “There was a study of 6,7000 e-commerce websites where they did A/B testing of various kinds of factors that were on the site and looked to see which were the most powerful in turning prospects into converts. They looked at 29 different factors. Some of them were economic like is there free delivery. Some of them were technological: is there a…
-
Weekend Content for New Financial Planners (July 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. WealthVoice founder Emily Binder on [Video or Podcast]: leveraging emerging technology to develop deeper client relationships and prospective client engagement while becoming more efficient the distinctions between branding versus sales and features versus benefits the importance of social media marketing and how to get started How To Better Connect With Clients Through Emerging Technology [Dasarte Yarnway, The Human Advisor] A framework for resetting client expectations (using delegating email as an example) [Podcast]: “And so as with email and everything else, we…
-
Weekend Content for New Financial Planners (July 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. If you’re an overachiever looking for a way to boost your productivity or, alternatively, on the edge of burnout, 2X New York Times bestselling author Greg McKeown covers how to make your work feel “Effortless” [Podcast]: “What gradual pace can I sustain? So, once you’ve begun, you need to have not only lower bounds, for example, ‘every day I’m going to open my Google Doc that has my book manuscript in it.’ That’s the lower bound. But you also have to…
-
Weekend Content for New Financial Planners (July 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. Luis Rosa came from humble beginnings and overcame cultural obstacles to build a firm that gives back to his peers [Podcast]: “Financial planning was not even offered as a major. I had no idea that being a financial planner existed. I didn’t know what it was. It wasn’t a conversation that was had in my house. We never talked about anything to do with money other than work hard and try to save some.” Luis Rosa – How This Young Immigrant…
-
Weekend Content for New Financial Planners (July 3-5, 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. An overview of how to best use social media platforms whether your goal is networking with peers/media, top-of-funnel marketing, or advertising [Article]: “There is a significant difference among the audience members of social media platforms. If you’ve seen little ROI from social media, you are spending too much time or money on the wrong platform. … Discovering where your audience spends their time is the first step. Creating content that appeals to your audience and fits the tone of their chosen…
