“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…
-
-
Weekend Content for New Financial Planners (April 8-9, 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. ProudMouth’s Matt Halloran on the science behind why podcasts are so effective at nurturing prospective clients [Podcast or Video]: The Power Of Podcasting [Candice Carlton & Meg Carpenter, The New Skool] Transitus Wealth Partners founder Ross Marino shares the 4 questions he always asks during introductory meetings [Podcast]: “You do all this work and people get overwhelmed. They can’t follow through. Part of it is: if you have a pain in your knee, don’t talk to me about nutrition because my…