“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…
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Weekend Content for New Financial Planners (March 6-7, 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. New Planner Recruiting’s Caleb Brown shares his tips for how new financial planners can gain confidence in low-risk environments [Video: 3-minutes]: 5 Ways To Gain Confidence As A New Planner [Caleb Brown, New Planner Recruiting] ProudMouth founder and CEO Kirk Lowe shares how to accelerate your content marketing results with organic strategies, how a small podcast audience can get just as much ROI as more established podcasts, and multiple marketing tactics to leverage your podcast episodes with “centers of influence” and…
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Weekend Content for New Financial Planners (February 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. Keil Financial Partners founder Jeremy Keil shares how his repeatable marketing process allowed him to double his marketing budget at the start of the pandemic, the podcast content strategy that allowed him to develop his podcasting skills after he started his podcast, the benefits of “motivational interviewing” and more [Podcast: 57-minutes]: “When I talked to him he said, “When I went to your website, everything that’s on there is exactly what I’m looking for. You gave me all kinds of information:…
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Weekend Content for New Financial Planners (February 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. InvestmentNews 40 Under 40 advisor Luis Rosa explains the multiple benefits of committing to a content marketing plan and how to get started [Video: 9-minutes]: Content Marketing Is Still The Best Growth Hack [Dasarte Yarnway, Altruist] Altruist’s Marketing Manager Shabana Siyed provides five principles for creating compelling marketing content [Article: 6-minute read]: “I like to think of marketing and content creation as “dating.” When dating, you don’t go into the first date planning to put a ring on it, but rather, you…
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Weekend Content for New Financial Planners (February 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. Investopedia Top 100 advisor Kyle Moore shares eleven principles that distinguish top advisors: Bestselling author and Collaborative Fund partner Morgan Housel explains why the best storyteller wins (relatedly, “Building A StoryBrand” is a great resource if you are trying to improve storytelling in your marketing, sales, etc.) [Article: 6-minute read]: “A truth that applies to many fields, which can frustrate some as much as it energizes others, is that the person who tells the most compelling story wins. Not who has…
