“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. Carson Group’s Jamie Hopkins on what the CFP® designation means today, opportunities designed to keep new financial planners in the industry longer, and more [Article]: “It’s been wonderful to see the retention. We haven’t lost a single person in this program, compared with a really high attrition rate across the industry in that first two-year period. We are recognizing that the old sink-or-swim mentality is not going to change this problem. I believe the W2 approach is crucial for the beginning…
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Weekend Content for New Financial Planners (September 17-18, 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. A pioneer in integrating psychology and personal finance, Rick Kahler on a number of behavioral topics including [Podcast]: When not to ask questions in order to avoid interrupting the conversational flow Why some client financial behaviors may initially look illogical, but make sense after a few follow-up questions The importance of active listening and using pauses in conversation And more… “That’s the hardest thing to give up: ‘I know the answer to this, I know the answer to that. I know…
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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 (July 2-4, 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. Dr. Daniel Crosby and Rusty Vanneman cover a range of topics around market volatility including advisor self-care, communication processes, and behavioral considerations [Podcast]: The importance of putting on “your own oxygen mask first” A 5-part self-care framework for advisors Communicating your financial planning process’s benefits versus features And more… [Vanneman] “If you have a normal sequence of how you’re communicating with investors, and you’re sending out something special…let’s say you have your clients pretty well-trained. [They’re] thinking long-term and they try…
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Weekend Content for New Financial Planners (October 23-24, 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. Whether you are comparing the rate of your career progression to your peers or helping clients avoid doing the same with their portfolios, how to cure FOMO [Article]: “FOMO is not new, although social media intensifies it. I remember the internet bull market and bubble from the late 90s and there was plenty of FOMO then too. And it sure sounds like JP Morgan had it in the 19th century and he was one of the richest men in the world. …
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Weekend Content for New Financial Planners (November 7-8, 2020)
“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. NAPFA Genesis Committee Chair Ben Jacobs on overcoming client pushback on his age, key benefits to attending NAPFA conferences, and embracing paperwork in his first position after earning his master’s: “I went to several NAPFA conferences. They are great because …people are so open to talking to you. I remember as a student particularly thinking, ‘Wow, these professionals are really willing to talk to me and learn about the program I’m in and just kind of advice on my career path.…
