“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…
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Weekend Content for New Financial Planners (February 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. Samantha Russell with Twenty Over Ten shares a day-by-day workflow to get more out of your social media strategy [Article: 5-minute read]: “Well, it’s not a secret anymore. At Twenty Over Ten, I have a weekly checklist to maximize our social media efforts. I’m a huge believer in checklists and implementing this one maximizes our social media reach effectively and efficiently. Best of all, this checklist can be adjusted to fit any advisory businesses’ schedule.” My Daily Checklist For Dominating Social Media…
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Weekend Content for New Financial Planners (January 30-31, 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: Define Financial’s Taylor Schulte shares two straightforward SEO strategies that produce outsized results [Article]: “In January 2018, organic search traffic (i.e., the number of people who visited my website as a result of using a search engine) for my website lagged at around 280 visits per month. After spending time learning the basics of SEO and updating my website to give search engines better information, I immediately began to see results. By the end of 2018, monthly organic search traffic…
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Weekend Content for New Financial Planners (January 23-24, 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 the most important skill for new financial planners to develop and tactics for doing so [Video, 3-minutes]: The Most Important Skill For A New Planner (Caleb Brown, New Planner Recruiting) Snappy Kraken’s Robert Sofia covers how advisors can turn cold leads into prospects with a more effective conversion system [Article]: “Every day there are droves of qualified prospects seeking financial advice online. Where are they? Why does it feel so hard to connect with them?…
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Weekend Content for New Financial Planners (January 16-17, 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. Financial advisor marketing consultant Sara Grillo shares the one word that gets qualified prospects to say ‘yes’ [Article]: “When you want to persuade someone to do something, you have to show them the positive opposite of what they are doing. Instead of arguing or throwing confusing claptrap at them, help the person visualize a more positive scenario that is the result of behaving differently from how they are currently.” The One Word That Closes Prospects (Sara Grillo, Advisor Perspectives) ICYMI: Michael Kitces and Carl…
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Weekend Content for New Financial Planners (January 9-10, 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 art of coining terms like your firm name, proprietary planning process, etc., adding constraints to increase your creativity, the importance of iteration, and much, much more [Video]: Marketing Lessons With Jack Butcher (David Perell, Perell.com) Morningstar’s Director of Retirement Research David Blanchett on three sources of wealth advisors fail to consider in tandem when designing a portfolio’s risk/return profile [Article]: “Advisors who limit client wealth planning to their portfolio are missing a big part of doing their job correctly. Instead, they…
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Weekend Content for New Financial Planners (January 2-3, 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. How to answer the question: “What do you think about this investment?” [Article]: “I recently found myself in the fourth scenario. On November 17th, with Bitcoin at $17,500, my brother-in-law texted me the following: ‘Hey. What do you think about buying 1 share of bitcoin?’ He knows my shtick. We’ve had these discussions before. He knows that I avoid these questions at all costs. But I had to give him something. I couldn’t just not respond.” Advice For Giving Advice (Michael Batnick,…
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Weekend Content for New Financial Planners (December 26-27, 2020)
“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. Legacy Investment Planning founder and advisor Sten Morgan shares how he delivers and communicates massive value upfront to prospects and why he isn’t afraid they will “take it and run” [Podcast and Transcript]: “As a young advisor, when I got a ‘plate appearance,’ I had to hit it. Like, I couldn’t afford to miss out on good prospects because I wasn’t having a lot, as I was building my practice. So I had to say, ‘My close rate had to be…
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Weekend Content for New Financial Planners (December 19-20, 2020)
“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. RLS Wealth advisor and Advisors Growing As A Community co-founder Justin Castelli’s origin story, the importance of sharing your own story and your “why” in your firm’s marketing, and four factors for successful marketing [Video]: The #1 Missing Ingredient Advisors Forget When Trying To Attract New Clients (Samantha Russell, Twenty Over Ten) Altruist founder Jason Wenk’s marketing workbook covering 7 basic marketing tactics every advisor should be implementing, the importance of copywriting and underlying principles, and a variety of sales personas to…
