“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…
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Weekend Content for New Financial Planners (March 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. International bestselling author, executive coach, and psychologist Dr. Moira Somers speaks with Dr. Daniel Crosby about [Podcast]: How to deploy “Rational Compassion” Key drivers to giving advice that sticks The scope of emotion’s role in planning And more… “I used to be a little indignant about the possibility that maybe I wasn’t being effective and [I was like] ‘Wait, a minute, I don’t have control over what they do.’ But you realize, yeah you don’t have control, but you’ve got huge…
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Weekend Content for New Financial Planners (March 12-13, 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. 10X IRONMAN guide for blind triathletes and Avantis Investors Vice President Caroline Gaynor sat down with NAPFA’s Marie Swift to share lessons learned from her athletic endeavors that equally apply to serving planning clients including [Podcast]: Anticipating obstacles on your journey Not being defined by failure Maintaining focus in difficult environments “I was feeling really, really good. Then, about halfway through the swim, I took a stroke and noticed that our tether was no longer there. … Suddenly, I’m not connected…
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Weekend Content for New Financial Planners (February 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. 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…
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Weekend Content for New Financial Planners (January 1-2, 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: Michael Kitces and Carl Richards discuss “impostor syndrome” including [Podcast or Video]: Why impostor syndrome matters and a common definition Recognizing incremental expertise is all that is required How impostor syndrome correlates to opportunities How to deal with impostor syndrome “Michael: The part that has stuck for me was someone who had said, ‘Just remember, in the land of the blind, the one-eyed man is king.’ You don’t have to know more than anyone in the world. Because the leading…
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Weekend Content for New Financial Planners (November 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. XY Planning Network co-founder/CEO and AdvicePay CEO Alan Moore’s advice for entrepreneurs on how to handle uncertainty [Video]: How To Handle Uncertainty As An Entrepreneur With Alan Moore [Matt Reiner, Bridging The Gap] Nifty Advisor Support’s Michelle Wong shares [Podcast]: two of the most common marketing misconceptions she sees from advisors RIA practice management trends details on FPA’s new Asian American and Pacific Islander knowledge circle and more… “Digital marketing doesn’t work unless you are consistent. You’re never going to see…
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Weekend Content for New Financial Planners (September 18-19, 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. Michael Kitces highlights the industry effects of the emergence of “Financial Advicers” [Podcast with Transcript]: Michael Kitces: The average advisory fee is higher now than it was in 2012, almost 10 years ago when robo advisors first showed up because we’re doing more advice and we’re actually finding it so valuable. We can charge more for it, literally the opposite of fee compression. Reese Harper: And all of the robo advisors had to pivot and say, ‘Okay, fine, we’ll offer a…
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Weekend Content for New Financial Planners (August 21-22, 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. 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…
