“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 confidently raise your fees for existing clients [Article]: “It’s natural and normal when you are starting out. You might take a client who isn’t paying you market prices (fees), and it is also normal for non-professional salespeople to find themselves waffling fees early on in their career or when they are launching their practice/firm. It’s the problem that comes when you finally figure out what you really are worth. You start asking for it and getting it and you…
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Weekend Content for New Financial Planners (June 24-25, 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. The three pillars of retirement satisfaction, the best ways to spend money for happiness, and more, from Dr. Michael Finke [Podcast]: “They want the autonomy, they get to retirement and they have full autonomy, and they have no idea what to do with it. They’ve never actually thought about it. There’s a lot of evidence, as you know, that people are very bad at projecting the future. They tend to place it within the context of today. When we’re working we…
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Weekend Content for New Financial Planners (June 3-4, 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. ICYMI: Michael Kitces shares his thoughts on A.I.’s impact on the profession including what he sees advisors doing in the future, the types of clients who will continue to hire advisors, and the obstacles consumers face to fully embrace A.I. [Podcast or Article]: “First of all, at a high level, I’m a tech nerd at heart. I love my tech. I like playing with my tech. I’m bullish on tech in the way that tech plays out in positive ways. But,…
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Weekend Content for New Financial Planners (April 8-9, 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. ProudMouth’s Matt Halloran on the science behind why podcasts are so effective at nurturing prospective clients [Podcast or Video]: The Power Of Podcasting [Candice Carlton & Meg Carpenter, The New Skool] Transitus Wealth Partners founder Ross Marino shares the 4 questions he always asks during introductory meetings [Podcast]: “You do all this work and people get overwhelmed. They can’t follow through. Part of it is: if you have a pain in your knee, don’t talk to me about nutrition because my…
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Weekend Content for New Financial Planners (March 4-5, 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. How to leverage ChatGPT and other AI-backed software to more effectively create content marketing [Article]: “I could ask it to write the entire article and list all the sources it used, but I don’t do that. I find it easier to review the outline, select the areas I want to focus on, research, and write the content in my voice. I’m also aware that Google penalizes the use of AI-generated content. I probably don’t save time using Chat GPT in this…
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Weekend Content for New Financial Planners (May 28-30, 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. Riskalyze CEO Aaron Klein on marketing and technology trends as well as [Video]: How to not be overwhelmed by digital marketing Where to start with your messaging Thoughts on machine learning And more… Jolt! 2022: Aaron Klein On 21st Century Advisor Marketing And Digital “Surround-Sound” Targeting [David Armstrong, WealthManagement.com] The power of niches on growth (and their impact on operations) [Article]: “To Mark Tibergien’s point about those with a niche driving the business forward, Nikolee Turner cited statistics from Schwab’s benchmarking…
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Weekend Content for New Financial Planners (March 20-21, 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] Shorebridge Wealth Management financial advisor and author Ashby Daniels takes us through his approach to personal branding, how he thinks about content marketing, and the benefits of “learning in public” [Podcast: 32-minutes]: “When I started writing on my blog, which I guess is the essence of the personal band that most people would associate with me, I really did it as more of a way to be in constant communication with my clients. … I just think it’s super-valuable to…