“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. If you’re an overachiever looking for a way to boost your productivity or, alternatively, on the edge of burnout, 2X New York Times bestselling author Greg McKeown covers how to make your work feel “Effortless” [Podcast]: “What gradual pace can I sustain? So, once you’ve begun, you need to have not only lower bounds, for example, ‘every day I’m going to open my Google Doc that has my book manuscript in it.’ That’s the lower bound. But you also have to…
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Weekend Content for New Financial Planners (April 10-11 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. The trade-off between gathering more information from prospective clients versus a higher probability of gathering some information [Video: 2-minutes]: One Small Website Tweak For Massively Higher Conversions [Samantha Russell, Twenty Over Ten] The decision whether to hire for compliance or DIY, the most common compliance mistakes to avoid, and issues involved with content marketing [Video: 9-minutes]: How To Manage Compliance For Your Financial Firm [Dasarte Yarnway, Altruist] Related: A Running List Of Practical Pointers Under The New Marketing Rule, by Max…
