“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: Josh Brown on building a successful career in the industry [Article]: “It works. It’s how Wall Street became Wall Street and Silicon Valley became the Valley. Nobody is born on Wall Street. None of the digital fortunes emanating from the campus of Stanford outward were magically discovered by the locals. Smart, successful people followed each other to these places and pulled trillions of dollars in value out of the molecules in the air around them. No oil strikes, no diamond…
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Weekend Content for New Financial Planners (December 12-13, 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. Cranbrook Wealth’s Casey Bear and Logan Ross on how to find your fit in the industry, being selective with offers, and the approach the two took to develop Ross into a lead advisor of 50 ultra-affluent clients by age 29 [Podcast]: “At first, I was extremely nervous. I think any 24-year-old would be. I just kept spiraling the snowball effect of working with one big family, then another, and another. Having Casey right there in front of me. He’d bring me…