“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. The importance of developing a “position statement” and other techniques for getting prospects to “know, like, and trust” you [Article]: “Your positioning statement is the most useful piece of content you’ll ever create, but you will never show it to anyone. This is for you so when you’re looking at creating content, you could evaluate if that content matters and if it’s in line with your swim lane.“ Position Yourself As A Trusted Voice Through Content [Mary Kate Gulick and Ana…
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Weekend Content for New Financial Planners (May 8-9 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. How Thomas Kopelman picked up 5 new clients in about 6 months through his Instagram efforts and how he structures his fee model to make serving millennials profitable [Video: 22-minutes]: How To Utilize Instagram To Grow Your Business [Samantha Russell, Twenty Over Ten] The anatomy of an effective marketing funnel and the importance of “micro-commitments” [Podcast: 53-minutes]: “There is some large financial event that happens once every two years. So the goal [at the] top-of-funnel is not to move the money.…