“What’s Trending 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. Jason Wenk and Dasarte Yarnway share the principles and practices from the top advisors they interviewed in 2023 as well as a few predictions for 2024 [Podcast with Transcript]: “Having done this for so long and talked to so many advisors for so many years, most people, when they have a big breakthrough, it’s something they already knew. So, it’s not like we don’t know being focused is a good thing. But then we meet with these advisors that are performing…
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Weekend Content for New Financial Planners (May 13-14, 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. Flow Financial Planning founder Meg Bartelt opens up about her seven-year journey as an RIA owner including her new perspective towards business planning, challenges you may want to anticipate, and more [Article]: “I knew I was stressed out and unhappy last year. And, perhaps because, as my business coach says, I have a ‘low tolerance for suffering,’ I spent a lot of time thinking about ‘why am I so stressed out and unhappy?’ I ended up hiring a personal therapist at the…
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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 20-21, 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. Brad Klontz on a range of financial psychology topics including [Podcast]: The importance of “Financial Flashpoints” and “Money Scripts” Biological forces that keep clients from saving more How to overcome “Relative Deprivation” And more… “What’s fascinating is that when people are doing things right around money, it’s actually going against all of their biological, social, and evolutionary conditioning. I think it’s a really important point. … Your genetics have set you up to not save.” Harnessing The Power Of Financial…
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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 7-8, 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. Natalie Taylor’s “Impact Filter” and a “Values-Goals-Behavior” framework for high client buy-in and implementation rates [Podcast]: “It’s very important to me that my clients take ownership and that it’s their decision, and not mine. So, if they’ve decided that this is the picture of their life that they want to go towards, that these are the core values that are important to them, and that these are the goals they want to pursue, then I can help them know what the…
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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…
