The Advisor Project

Benjamin Daniel
  • Home
  • About
  • Resources
  • Disclaimers
Menu
  • Home
  • About
  • Resources
  • Disclaimers
  • New Advisor Marketing Inside Out

    New Advisor Marketing Inside Out (February 2024)

    February 21, 2024

    The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Highlights from Snappy Kraken’s “State Of Digital 2024” report covering how to attract an audience including 5 lead-generation topics that perform the best, leveraging long-tail keywords, and more [Podcast: Part 1 & Part 2]: [Sofia]: “I’ve seen so many advisor websites performing or not performing based on this.  An advisor comes to us and says ‘I work with women,’ for example. Okay, I say ‘What type of women?’What are they interested in?’ You start to figure out what type of investment opportunities they’re pursuing with their clients. ‘Are they women-owned businesses…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (July 9-10, 2022)

    July 10, 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. Snappy Kraken’s Robert Sofia and Journey Strategic Wealth’s Penny Phillips highlight foundational marketing principles including [Video]: Common marketing missteps and the client/advisor “Interest Intersection” The importance of story and messaging when building your firm’s branding Why recognizing context throughout your marketing is imperative And more… The Importance Of Marketing In Wealth Management [Shannon Rosic, WealthManagement.com] Dr. Nicole Boyson wades through what can be a confusing world regarding conflicts of interests in varying firm models including the history of these models, Regulation…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (March 26-27, 2022)

    March 27, 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. Altruist Senior Content Manager Shabana Siyed on all things brand-building including [Podcast]: Common mistakes to avoid as you build your brand How to attract clients you want to work with Appropriate expectations for social media performance “You’re really showing up as you are, which also gives them that space for them to show up as they are, too. You’re able to have those deeper conversations and cultivate a stronger and longer relationship. Then, at that point, it starts to feel more…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (March 5-6, 2022)

    March 6, 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. Kitces.com researcher Dr. Meghaan Lurtz and Dr. Daniel Crosby cover [Podcast]: A client questioning framework that progressively builds trust and encourages clients to open up How to use the “Peak-End” rule to improve client outcomes Helping clients forecast goals they will actually enjoy How advisors can take better care of themselves as they take care of clients during volatile times And more… “We’re better at being human to each other when know the structure of the way that things move forward.…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (February 19-20, 2022)

    February 20, 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. Financial planners Scott Frank and James Conole discuss the best ways to become a financial planner as well as [Podcast]: Their own stories of how they got into the industry The differing standards and models of RIAs and broker/dealers Various entry-level roles, responsibilities, and career pathways Resources for securing new positions “Probably the best thing that it’s giving you is a chance to observe. Like I said before, you have this sense that it’s all about the money and having to…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (January 15-16, 2022)

    January 16, 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. FiComm Partner’s Megan Carpenter covers all things “authentic marketing” including [Podcast]: What “authentic marketing” actually means An exercise for clarifying and leveraging your own story and authenticity How authenticity can relate to your niche And more… “Every advisor I’ve ever talked to has such a cool story. They don’t tell that story right away. You have to keep asking ‘But why?’ ‘But why? Tell me more about that.’ You have to dig really deep to get there, but if you do,…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (July 24-25, 2021)

    July 25, 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. WealthVoice founder Emily Binder on [Video or Podcast]: leveraging emerging technology to develop deeper client relationships and prospective client engagement while becoming more efficient the distinctions between branding versus sales and features versus benefits the importance of social media marketing and how to get started How To Better Connect With Clients Through Emerging Technology [Dasarte Yarnway, The Human Advisor] A framework for resetting client expectations (using delegating email as an example) [Podcast]: “And so as with email and everything else, we…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (February 20-21, 2021)

    February 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. InvestmentNews 40 Under 40 advisor Luis Rosa explains the multiple benefits of committing to a content marketing plan and how to get started [Video: 9-minutes]: Content Marketing Is Still The Best Growth Hack [Dasarte Yarnway, Altruist] Altruist’s Marketing Manager Shabana Siyed provides five principles for creating compelling marketing content [Article: 6-minute read]: “I like to think of marketing and content creation as “dating.” When dating, you don’t go into the first date planning to put a ring on it, but rather, you…

    Read More
    Benjamin Daniel No Comments

Recent Posts

  • May 30, 2024 New Advisor Marketing Inside Out (May 2024)
  • May 12, 2024 What’s Trending For New Financial Planners (May 2024)
  • Apr 30, 2024 New Advisor Marketing Inside Out (April 2024)
  • Apr 07, 2024 What’s Trending For New Financial Planners (April 2024)
  • Mar 20, 2024 New Advisor Marketing Inside Out (March 2024)

Categories

  • Book Notes
  • CFP Curriculum Discussion Questions
  • CFP Curriculum Recaps
  • Credit
  • Financial Planning
  • Financial Planning Articles
  • Industry Insights
  • Investing
  • Marketing
  • New Advisor Marketing Inside Out
  • Planning Profession
  • Practice Management
  • Retirement
  • Sales
  • Savings
  • Taxes
  • Weekend Content for New Planners
  • What's Trending For New Financial Planners

Archives

  • May 2024 (2)
  • April 2024 (2)
  • March 2024 (2)
  • February 2024 (2)
  • January 2024 (2)
  • December 2023 (2)
  • November 2023 (2)
  • October 2023 (1)
  • September 2023 (2)
  • August 2023 (4)
  • July 2023 (5)
  • June 2023 (4)
  • May 2023 (4)
  • April 2023 (5)
  • March 2023 (4)
  • February 2023 (4)
  • January 2023 (5)
  • December 2022 (4)
  • November 2022 (4)
  • October 2022 (5)
  • September 2022 (4)
  • August 2022 (4)
  • July 2022 (5)
  • June 2022 (4)
  • May 2022 (5)
  • April 2022 (4)
  • March 2022 (4)
  • February 2022 (4)
  • January 2022 (5)
  • December 2021 (4)
  • November 2021 (4)
  • October 2021 (5)
  • September 2021 (4)
  • August 2021 (5)
  • July 2021 (4)
  • June 2021 (4)
  • May 2021 (5)
  • April 2021 (4)
  • March 2021 (4)
  • February 2021 (4)
  • January 2021 (5)
  • December 2020 (4)
  • November 2020 (5)
  • October 2020 (4)
  • September 2020 (4)
  • August 2020 (5)
  • July 2020 (2)
  • June 2020 (2)
  • May 2020 (2)
  • April 2020 (2)
  • March 2020 (1)
  • February 2020 (1)
  • January 2020 (1)
  • December 2019 (1)
  • November 2019 (1)
  • October 2019 (1)
  • September 2019 (1)
  • August 2019 (1)
  • July 2019 (1)
  • June 2019 (1)
  • May 2019 (1)
  • April 2019 (1)
  • March 2019 (2)
  • February 2019 (2)
  • January 2019 (4)
  • December 2018 (6)
  • September 2018 (3)
  • August 2018 (5)
  • July 2018 (4)

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org