“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 with the 5 pillars of marketing for advisors and the importance of creating “curiosity loops,” and “trust signals” [Podcast]: “So, if you can start also evoking emotion, positive emotions associated with your brand are especially powerful, then people remember you. Ultimately, when you use boldness, uniqueness, and memorability, together, you get noticed, you motivate people to learn more about you to investigate, and you claim a piece of mental space so that even if they don’t need…
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Weekend Content for New Financial Planners (December 31, 2022 – January 1, 2023)
“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. Former chair of the Financial Planning Association Dr. Dave Yeske on the value of journaling about your professional development, volunteering to build your “network,” the evolving role and skillset of financial planners, and more [Podcast or Video]: “It’s now become unambiguously clear to everyone that the quantitative part of what we do as financial planners is, honestly, the easy part: it’s various applications of time value of money concepts, nine times out of 10. But change is hard. Human beings struggle…
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Weekend Content for New Financial Planners (December 24-26, 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. “The Human Side of Money” podcast host Brendan Frazier shares the best lessons and insights from his outstanding guests over the past year, touching on topics including [Podcast]: How to create a “Goal Hierarchy” that emphasizes the “Why” behind goals to actually create behavioral change and strengthen your client relationships The importance of question ordering and when to use statement prompts instead of questions to get better answers from clients The effectiveness of the “EAR” framework in client communications And more……
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Weekend Content for New Financial Planners (December 17-18, 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 and Alan Moore talk all things entrepreneurship including [Podcast]: The reality of the highs and lows of entrepreneurship and the importance of developing coping skills and support systems When they recommend to start your own firm (and when not) Advice for new planners on how to evaluate opportunities within firms when interviewing And more… “[Moore]: There are two schools of thought when it comes to entrepreneurship that really are in the academic world when it comes to entrepreneurial research.…
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Weekend Content for New Financial Planners (December 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. Taylor Schulte on the one marketing mistake to avoid in 2023, how to think about repurposing marketing content, the importance of user expectations with social media platforms, and more [Podcast]: “As we head into the year end and finalize our marketing plans for 2023 and beyond, I just wanted to spend a little time talking today about one big marketing mistake for all of us to avoid. I receive and respond to hundreds of emails and direct messages from advisors every,…
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Weekend Content for New Financial Planners (December 3-4, 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. As financial planners, we’re often focused on the future; Stephanie Bogan shares “The Line Exercise” to help us be more present both at work and away from the office [Video]: Being Present With Matt Reiner And Stephanie Bogan [Matt Reiner, Bridging The Gap] Freedom Day Solutions financial advisor Jackson Wood shares the rules behind his successful social media marketing strategy, the platforms he’s focusing on in 2023, and more [Podcast]: “With Instagram, it’s a lot different. Because sometimes I record it…
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Weekend Content for New Financial Planners (November 26-27, 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. Mitlin Financial founder Larry Sprung shares his career journey to his current RIA, what boosted his marketing results and shortened his sales cycle, and what he’s working on next to improve his marketing [Podcast]: “People want to do business with people they like, trust, know, and they want to be around. Their values align. This was something I always talked about and she said, ‘Why aren’t you doing that on social media? Why aren’t you putting the authentic you out there?’…
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Weekend Content for New Financial Planners (November 19-20, 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. Dare to Dream Financial Planning founder Anna N’Jie Konte shares the story of how she decided to go independent, the personal reasons for choosing her niche serving minority female entrepreneurs, why you don’t have to have it all figured out before launching your own firm, and more [Podcast or Video]: “I relocated to the D.C. area from New York, tried my hardest: got my CFP, got life and health insurance…all of these licenses. Things that you think are supposed to help…
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Weekend Content for New Financial Planners (November 12-13, 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. Ben Carlson with the most important skill for success in the industry [Article]: “The most important skill in finance has nothing to do with math. Creating the best discounted cash flow models in the world won’t help you raise assets from prospective clients. No one really cares about your Microsoft Excel skills if you can’t explain what they’re good for.” The Most Important Skill in Finance [Ben Carlson, A Wealth Of Common Sense] Haystack Financial Planning founder Matthew Ricks’ origin story…
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Weekend Content for New Financial Planners (November 5-6, 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. ICYMI: If you are considering starting your own firm, XY Planning Network co-founders Michael Kitces and Alan Moore share the latest data on their members including [Podcast or Video]: What to expect in revenue during your first 2 years Revenue and profitability for advisors who have a niche Profit margins by firm type (solopreneur, boutique, and enterprise) after reaching 75 clients And more… [Kitces]: “The question is when your marketing starts getting going, when your firm gets traction, when you begin…
