“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. Xena Financial Planning founder Danika Waddell and All The Colors founder Diana Yáñez share an introduction to financial coaching and financial life planning including [Video or Podcast]: The shift in the role from “dictating advice” to letting clients drive more of the planning process Related behavioral benefits of increased client “buy-in” The impact on meeting agendas And more… “If you put something into your GPS to go from Point A to Point B, it’s going to give you the fastest route.…
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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 3-4, 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. As financial planners, we’re often focused on the future; Stephanie Bogan shares “The Line Exercise” to help us be more present both at work and away from the office [Video]: Being Present With Matt Reiner And Stephanie Bogan [Matt Reiner, Bridging The Gap] Freedom Day Solutions financial advisor Jackson Wood shares the rules behind his successful social media marketing strategy, the platforms he’s focusing on in 2023, and more [Podcast]: “With Instagram, it’s a lot different. Because sometimes I record it…
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Weekend Content for New Financial Planners (November 19-20, 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. Dare to Dream Financial Planning founder Anna N’Jie Konte shares the story of how she decided to go independent, the personal reasons for choosing her niche serving minority female entrepreneurs, why you don’t have to have it all figured out before launching your own firm, and more [Podcast or Video]: “I relocated to the D.C. area from New York, tried my hardest: got my CFP, got life and health insurance…all of these licenses. Things that you think are supposed to help…
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Weekend Content for New Financial Planners (October 15-16, 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. Dr. Daniel Crosby with a 5-step framework for easier client conversations around market volatility, why advisors should encourage clients to focus on their “personal economy,” and the case for investors buying more of “what they don’t know” [Article]: “Behavioral finance and soft skills add ‘hard’ value to clients. Relational and behavioral considerations are the only enduring competitive advantages in our space. Technology can serve as a point of differentiation for a time, but today’s cutting-edge tech becomes tomorrow’s table stakes. So…
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Weekend Content for New Financial Planners (August 13-14, 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. Trailhead Planners co-founder Morgan Ranstrom encourages taking a fresh look at what we are building to ensure our mimicking nature doesn’t get the best of us [Article]: “We are mimicking machines. We endlessly model our heroes, attempting to be just like them. How many financial advisors do you know who are obsessed with running a 1 million dollar practice? By the way, I’m one of them, and I’m still unsure if the desire is arising authentically or because I’ve been taught…
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Weekend Content for New Financial Planners (August 6-7, 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. XY Planning Network co-founder Alan Moore covers all things entrepreneurship and getting your start in the industry including [Podcast]: The biggest growth factor for new RIAs The best action steps to take today if you are several years out from starting your firm Mistakes to avoid when considering starting an RIA The average industry experience of XYPN’s most successful, new advisors How to get the most out of industry conferences And more… “What we find is that the firms who put…
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Weekend Content for New Financial Planners (June 11-12, 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. To take the next step in your career, rather than focus on your current position, begin with the end in mind [Article]: “But you can easily apply this framework to your working life as well. I know because I’ve done it. I remember analyzing my career at my current firm a few years ago and thinking, ‘What role best suits me here?’ I realized that we needed a COO and, given my love for operations/efficiency, it seemed like the perfect fit.…
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Weekend Content for New Financial Planners (May 21-22, 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. Stacking Benjamins Joe Saul-Sehy covers a wide range of interesting topics including [Podcast]: The unique way he positioned the Stacking Benjamins podcast The counterintuitive reason why clients fire their advisors The logic behind Joe’s client visualization exercise And more… “It was trial and error. When I was a financial planner, we would set up goals and then we would meet again next time and people weren’t even paying attention to those goals. It’s the same thing with New Year resolutions, right?……
