“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. Best practices for client meetings including setting expectations, using scripts, defining objectives, and more [Podcast]: “It’s easy in the early days of all of our businesses to just feel like every, single person that you meet should become a client. You want them to become a client. But, the reality is that there is probably at least some percentage, I don’t know if it’s 10% of people who may be interested in hiring you, but you really shouldn’t. I think the…
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Weekend Content for New Financial Planners (June 10-11, 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. Three disciplines within the psychology of financial planning—and how each can be implemented [Article]: “Since the CFP Board added the psychology of financial planning as a required competency for certified financial planners in 2022, I’ve often heard the separate disciplines—financial therapy, behavioral finance, and client psychology—used interchangeably. That’s not surprising. The psychology of financial planning as practiced by a planner is broad-based and holistic. It focuses on how financial planners influence the client’s behaviors with their words and actions as well…
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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 (March 11-12, 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. Plancorp’s Chief Planning Officer Brian King covers the most notable planning opportunities from SECURE Act 2.0 (both for pre-retirees and early accumulators) [Podcast or Video]: “It includes many more provisions (than SECURE Act 1.0). It’s a longer bill. There are more things to think about. (Though our perspective, and I think the perspective that you will hear from others, is that there is no one, single provision that rises to the level of the death of the ‘Stretch IRA’ that came…
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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 (February 25-26, 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. Wired Planning’s Brendan Frazier on how to position behavioral coaching in prospective client meetings, easy-to-implement and effective behavioral tactics, and more [Podcast]: “That’s the first thing we need to realize: it’s not about what you want, what you want to tell them, and the value that you perceive. It’s about communicating the value and the results that they want and that they need… I get it because I’ve been there. Where you know how valuable this is. You just want to…
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Weekend Content for New Financial Planners (February 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. FiComm CEO and co-founder Megan Carpenter on the importance of public relations (even for solo advisors); 3 easy, free ways to get started; and how PR’s changed in today’s media landscape [Podcast]: “We love PR as sort of a marketing lever that you can pull because of its ability to help to generate credibility. When you’re seen as an expert source in a trusted publication, it goes a really long way to helping your potential buyer, existing client, or your strategic…
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Weekend Content for New Financial Planners (January 14-16, 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. Define Financial founder Taylor Schulte on [Podcast interview begins at 8:35-mark]: The biggest mistakes new financial planners make The big trends he sees with new financial planners The future of the planning industry And more… “I think one of the biggest mistakes that planners make—and I can certainly fall into this trap as well—as we’re going through difficult times, clients are asking really good questions or they’re venting to you, and we want to solve their problem right away, we want…
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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 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,…
