“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. Recently hitting $100M in AUM and growing his podcast to over 1M downloads in 2 years, Benjamin Brandt sat down with Samantha Russell to share [Podcast or Video]: mistakes to avoid when first launching a podcast what metrics are important and which are superficial the “stair-step” approach to his value-driven sales funnel and more “I came out of the barrel smoking hot – I got two or three episodes in, every week I was going, and then I got like four…
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Weekend Content for New Financial Planners (August 14-15, 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. Air Force veteran and XY Planning Network advisor Daniel Kopp shares: How he developed his marketing “flywheel” including calculated bets with Google Ads that returned 5X revenue in 2 years The advantages (and trade-offs) of providing financial life planning with clients How his military background showed him the importance of feedback loops, iteration, and the power of checklists “In that first year or so, because I had spent time networking within the communities, that ultimately became the niche. So the widows…
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Weekend Content for New Financial Planners (August 7-8, 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. Megan Carpenter in a wide-ranging interview including [Podcast]: The importance of being flexible in your career path early on The advantages in leveraging your story for your marketing Her evolving view of work-life balance “You have your own ‘why,’ your own passion for why you do what you do. You have your own demographic and psychographic that you serve. You have your own change that you’re trying to create. Your own business. And the truth is: that cannot be replicated by…
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Weekend Content for New Financial Planners (July 10-11, 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. Luis Rosa came from humble beginnings and overcame cultural obstacles to build a firm that gives back to his peers [Podcast]: “Financial planning was not even offered as a major. I had no idea that being a financial planner existed. I didn’t know what it was. It wasn’t a conversation that was had in my house. We never talked about anything to do with money other than work hard and try to save some.” Luis Rosa – How This Young Immigrant…
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Weekend Content for New Financial Planners (July 3-5, 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. An overview of how to best use social media platforms whether your goal is networking with peers/media, top-of-funnel marketing, or advertising [Article]: “There is a significant difference among the audience members of social media platforms. If you’ve seen little ROI from social media, you are spending too much time or money on the wrong platform. … Discovering where your audience spends their time is the first step. Creating content that appeals to your audience and fits the tone of their chosen…
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Weekend Content for New Financial Planners (June 26-27, 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. Angie Herbers shares the pivotal moments in her life and career, the “diamond team” concept, and more [Podcast: 81-minutes]: “I wanted to start a consulting business to help financial advisors, but the odds were very small. First, the market was very small. The average size advisory firm at that time $400,000 in revenue. They likely didn’t have a whole lot of money – this is what the story I was telling myself – they likely didn’t have a lot of money…
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Weekend Content for New Financial Planners (May 29-31 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. Industry recruiting veteran Shannon O’Toole with excellent, all-encompassing advice for your next interview [Podcast: 28-minutes]: “I think it’s an interesting time right now to be a candidate. I do, from my perspective, think that the industry has a shortage of talent. You can be a little bit more picky right now as a candidate. So, just as I tell a firm owner that they really need to think about who it is they want to hire and what those values and…
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Weekend Content for New Financial Planners (April 24-25 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. Why Facebook will soon be putting a higher premium on quality, engaging content and how to boost your Facebook organic reach with an “engagement stack” [Article: 12-minute read. Podcast: 47-minutes.]: “With the upcoming iOS changes and Google Privacy Sandbox, off-platform actions are going to be harder for Facebook to track. Because they’ll be more limited in the data they can collect, content on the Facebook platform will become even more important.” How To Improve Your Facebook Organic Reach [Michael Stelzner, Social Media…
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Weekend Content for New Financial Planners (April 17-18 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. The many benefits – when done properly – of “newsjacking” [5-minute read]: “Like many hot trends, newsjacking can be a powerful tool for raising your profile and growing your brand. But it’s not for everyone. Like everything else, it’s up to you to decide whether it’s right for your business.“ Should You Start Newsjacking? [Megan Carpenter, WealthManagement.com] A walk-through on how you can use LinkedIn’s Sales Navigator to identify your ideal clients and develop relationships through your content in about 15-30…
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Weekend Content for New Financial Planners (March 13-14, 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. Ritholtz Wealth Management’s Director of Research Michael Batnick shares how he broke into the industry and tips for how to get your foot in the door today [Article: 5-minute read]: “I understand why we get so many questions from people looking to make a career change into the financial advice business. It’s rewarding both personally and professionally. We get to build relationships with people and help them achieve their life goals. And this is why it’s so competitive. But if you…
