“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 Human Side of Money” podcast host Brendan Frazier shares the best lessons and insights from his outstanding guests over the past year, touching on topics including [Podcast]: How to create a “Goal Hierarchy” that emphasizes the “Why” behind goals to actually create behavioral change and strengthen your client relationships The importance of question ordering and when to use statement prompts instead of questions to get better answers from clients The effectiveness of the “EAR” framework in client communications And more……
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Weekend Content for New Financial Planners (December 10-11, 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. Taylor Schulte on the one marketing mistake to avoid in 2023, how to think about repurposing marketing content, the importance of user expectations with social media platforms, and more [Podcast]: “As we head into the year end and finalize our marketing plans for 2023 and beyond, I just wanted to spend a little time talking today about one big marketing mistake for all of us to avoid. I receive and respond to hundreds of emails and direct messages from advisors every,…
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Weekend Content for New Financial Planners (December 3-4, 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. As financial planners, we’re often focused on the future; Stephanie Bogan shares “The Line Exercise” to help us be more present both at work and away from the office [Video]: Being Present With Matt Reiner And Stephanie Bogan [Matt Reiner, Bridging The Gap] Freedom Day Solutions financial advisor Jackson Wood shares the rules behind his successful social media marketing strategy, the platforms he’s focusing on in 2023, and more [Podcast]: “With Instagram, it’s a lot different. Because sometimes I record it…
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Weekend Content for New Financial Planners (November 26-27, 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. Mitlin Financial founder Larry Sprung shares his career journey to his current RIA, what boosted his marketing results and shortened his sales cycle, and what he’s working on next to improve his marketing [Podcast]: “People want to do business with people they like, trust, know, and they want to be around. Their values align. This was something I always talked about and she said, ‘Why aren’t you doing that on social media? Why aren’t you putting the authentic you out there?’…
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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 (November 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. Ben Carlson with the most important skill for success in the industry [Article]: “The most important skill in finance has nothing to do with math. Creating the best discounted cash flow models in the world won’t help you raise assets from prospective clients. No one really cares about your Microsoft Excel skills if you can’t explain what they’re good for.” The Most Important Skill in Finance [Ben Carlson, A Wealth Of Common Sense] Haystack Financial Planning founder Matthew Ricks’ origin story…
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Weekend Content for New Financial Planners (November 5-6, 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: If you are considering starting your own firm, XY Planning Network co-founders Michael Kitces and Alan Moore share the latest data on their members including [Podcast or Video]: What to expect in revenue during your first 2 years Revenue and profitability for advisors who have a niche Profit margins by firm type (solopreneur, boutique, and enterprise) after reaching 75 clients And more… [Kitces]: “The question is when your marketing starts getting going, when your firm gets traction, when you begin…
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Weekend Content for New Financial Planners (October 8-9, 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. Meir Statman on a range of behavioral finance topics including [Podcast]: The difference between using money for happiness versus well-being and why he encourages the latter How advisors can use behavioral finance to grow their business Misunderstood behavioral biases How advisors can get clients to “open up” more easily And more… “I think of financial advisors as well-being advisors. Financial advisors are more than wealth managers. They are well-being managers. They are in the business of helping people find well-being. ……
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Weekend Content for New Financial Planners (October 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. Herbers and Company founder Angie Herbers shares the two biggest communication skills to set yourself apart from others, what firms are looking for in new hires, and more [Podcast]: “First, a lot of hiring firms will take them seriously even though they don’t have a lot of experience. From Herbers and Company’s perspective, there are lots of opportunities out there for new advisors who have no experience. To gain that experience, though, you’ve got to get boots on the ground. You’ve…
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Weekend Content for New Financial Planners (September 24-25, 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. Treyton DeVore shares the content repurposing routine that led to AllStreet Wealth’s extraordinary growth, the efficiencies he’s experienced from iterating niches, and more [Podcast]: “You still have to be conscious of quality, but you can’t let perfection stop you from putting out content either. You’re going to get better over time. You just have to balance between ‘Am I getting better and is this working?’ and ‘Do I actually need to pivot and do something else?’ … That stuff is super,…
