“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 with a 5-step framework for easier client conversations around market volatility, why advisors should encourage clients to focus on their “personal economy,” and the case for investors buying more of “what they don’t know” [Article]: “Behavioral finance and soft skills add ‘hard’ value to clients. Relational and behavioral considerations are the only enduring competitive advantages in our space. Technology can serve as a point of differentiation for a time, but today’s cutting-edge tech becomes tomorrow’s table stakes. So…
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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 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 (April 2-3, 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. Three Crown’s founder and CEO Johnny Sandquist covers [Podcast]: Why content distribution is king How to pick a social media platform that will perform for you Overcoming content marketing obstacles And more… “Advisors need to, more than anything, stop looking all of the time at other advisors. And look [more] at their own clients. That’s the big thing here. Because your clients will lead the way to everything that you need to do.” Content Creation To Distribution: Every Step Simplified For…
