“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?……
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Weekend Content for New Financial Planners (April 30-May 1, 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. Brownlee Wealth Management’s Jared Machen shares his nontraditional career path, how he decided to partner with another advisor (versus start his own firm), and the drivers behind his firm’s growth from $14M to $67M of AUM in 2.5 years including [Podcast]: The importance of memorializing your client experience before adding to your tech stack When to begin thinking about developing operational infrastructure Brownlee Wealth’s content ecosystem and call-to-action philosophy And more… “It’s never too early to start. Business development gets all…
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Weekend Content for New Financial Planners (April 16-17, 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. ICYMI: Josh Brown on building a successful career in the industry [Article]: “It works. It’s how Wall Street became Wall Street and Silicon Valley became the Valley. Nobody is born on Wall Street. None of the digital fortunes emanating from the campus of Stanford outward were magically discovered by the locals. Smart, successful people followed each other to these places and pulled trillions of dollars in value out of the molecules in the air around them. No oil strikes, no diamond…
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Weekend Content for New Financial Planners (April 9-10, 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. Taylor Schulte shares his top marketing strategy for advisors and provides a framework for setting proper expectations for each stage of your marketing funnel [Podcast]: “It would take 12+ months and potentially thousands of dollars, depending on her skill set and expertise and willingness to learn, to rank for hyper-specific keywords that her ideal client is typing into Google. That’s likely not the answer that Jess is looking for. It might also take 2-3 years for her to launch a podcast…
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Weekend Content for New Financial Planners (April 2-3, 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. Three Crown’s founder and CEO Johnny Sandquist covers [Podcast]: Why content distribution is king How to pick a social media platform that will perform for you Overcoming content marketing obstacles And more… “Advisors need to, more than anything, stop looking all of the time at other advisors. And look [more] at their own clients. That’s the big thing here. Because your clients will lead the way to everything that you need to do.” Content Creation To Distribution: Every Step Simplified For…
