“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…
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Weekend Content for New Financial Planners (July 9-10, 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. Snappy Kraken’s Robert Sofia and Journey Strategic Wealth’s Penny Phillips highlight foundational marketing principles including [Video]: Common marketing missteps and the client/advisor “Interest Intersection” The importance of story and messaging when building your firm’s branding Why recognizing context throughout your marketing is imperative And more… The Importance Of Marketing In Wealth Management [Shannon Rosic, WealthManagement.com] Dr. Nicole Boyson wades through what can be a confusing world regarding conflicts of interests in varying firm models including the history of these models, Regulation…
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Weekend Content for New Financial Planners (July 2-4, 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. Dr. Daniel Crosby and Rusty Vanneman cover a range of topics around market volatility including advisor self-care, communication processes, and behavioral considerations [Podcast]: The importance of putting on “your own oxygen mask first” A 5-part self-care framework for advisors Communicating your financial planning process’s benefits versus features And more… [Vanneman] “If you have a normal sequence of how you’re communicating with investors, and you’re sending out something special…let’s say you have your clients pretty well-trained. [They’re] thinking long-term and they try…
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Weekend Content for New Financial Planners (June 25-26, 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. Richard Thaler on mental accounting, choice architecture, retirement “allowances,” and more [Podcast]: “I always tell financial advisors that they’re part financial advisor, part shrink. You got to get the clients comfortable with what you’re doing. … Having to sell off some security, that feels painful. You don’t want people thinking about it that way.” Dr. Richard Thaler: The Psychology Driving Our Money Decisions [Jamie Hopkins and Devin Ekberg, Framework] Meg Bartelt on the pros and cons of optimizing versus simplifying [Article]:…
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Weekend Content for New Financial Planners (June 18-19, 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. How Rianka Dorsainvil differentiates her firm, her definition of advisor alpha, and how authenticity actually creates a competitive advantage [Video]: Rianka Dorsainvil On How Advisors Can Stand Out From The Crowd [Matt Ackerman, Integrated Partners] Adam Cmejla on gaining conviction from becoming highly specialized [Podcast]: “The amount of additional information that we as a firm know about optometry isn’t an excessive amount of information, but it’s the right amount of information that makes all the difference in the world for our…
