“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 planning professor and blogger Mary Carlson talks about her winding journey through the industry, the key question she asked to open job opportunities early on, being willing to make changes to find your fit (while not burning bridges), and more: [Podcast]: “I knew pretty early on that I wanted to be both a career woman and a mother. That has always been really important and near and dear to my heart. I led kind of a winding path through my…
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Weekend Content for New Financial Planners (November 28-29, 2020)
“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: Ritholtz Wealth Management advisor Blair duQuesnay shares her story about persevering through industry obstacles, aligning with a firm to optimize her strengths and financial planning philosophy, and evolving from her effective “chip on the shoulder” mentality to an even better approach: [Podcast with transcript]: “Being a top student in school always – the biggest shocker to me coming out of school was that your straight A’s don’t mean you’re going to be successful. That was like a real reality moment…
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Weekend Content for New Financial Planners (November 14-15, 2020)
“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 advisor Britton Gregory on taking small steps to validate financial planning as a career change, what he would do differently, and how he utilizes key performance indicators [podcast]: “So that was a real defining moment that told me, hey, this is a good next step. So I took I took steps, but they were small steps. I didn’t immediately say, oh, I’m going to quit my job. I said, I’m going to start my RIA, I’m going to…
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Weekend Content for New Financial Planners (August 29-30, 2020)
“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. Success stories from financial advisors with non-traditional backgrounds: “My major was chemistry and, after a career in the pharmaceutical industry, I began working as an independent consultant. As my interest in the financial markets increased, I began exploring options for an “encore” career in the financial industry.” You Don’t Have To Be A Major In Business To Be A Financial Planner (Ginger Szala, ThinkAdvisor) New Planner Recruiting’s Caleb Brown covers 5 reasons to consider a career in financial planning: “The relationship that…
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Weekend Content for New Financial Planners (August 8-9, 2020)
“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. A new take on an old metric: “What is the most important number in personal finance? I used to think it was net worth, or possibly liquid net worth, but I have since come to the conclusion that these measures have some serious limitations. Net worth, for example, isn’t the best indicator of financial acumen because it doesn’t come with any context. It doesn’t tell you how someone got their net worth. … Given these limitations, is there a way we can adjust the LWR into…
