“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. Morningstar behavioral researcher Samantha Lamas shares studies showing: there may be a difference in what your clients say their goals are and their actual goals how to help clients better identify their actual goals how to communicate the value of behavioral coaching [Podcast: 86-minutes] “They discovered that there is indeed a gap that exists between the goals clients think they want and the goals they actually want. The goals that are truly relevant and important to them. For example, you may have a meeting with…
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Weekend Content for New Financial Planners (February 6-7, 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. Samantha Russell with Twenty Over Ten shares a day-by-day workflow to get more out of your social media strategy [Article: 5-minute read]: “Well, it’s not a secret anymore. At Twenty Over Ten, I have a weekly checklist to maximize our social media efforts. I’m a huge believer in checklists and implementing this one maximizes our social media reach effectively and efficiently. Best of all, this checklist can be adjusted to fit any advisory businesses’ schedule.” My Daily Checklist For Dominating Social Media…