“What’s Trending 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. Publishing Note: After next month’s edition of “What’s Trending,” I am going to pause publishing over the summer. I need to prioritize a few other projects for at least the next few months. Thank you for your understanding! XYPN advisor Cathy Curtis on how to get comfortable charging what you’re worth [Podcast with Transcript or Video]: “If you show your value early on with the client, they’re willing to pay. People recognize value. They do. And they will pay you. I…
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What’s Trending For New Financial Planners (March 2024)
“What’s Trending 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 his latest research covering the “Big 4” factors that contribute to happy financial advisors [Podcast]: “We measured, ultimately, it was 100+ different variables that we were testing through this process, but we found it kind of grouped into four main domains. The first was autonomy. … Autonomy in the context of advisors seems to show up in two particular ways: do you have autonomy in how your clients are served? ‘If I can’t serve my clients the way…