The Advisor Project

Benjamin Daniel
  • Home
  • About
  • Resources
  • Disclaimers
Menu
  • Home
  • About
  • Resources
  • Disclaimers
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (March 4-5, 2023)

    March 5, 2023

    “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 to leverage ChatGPT and other AI-backed software to more effectively create content marketing [Article]: “I could ask it to write the entire article and list all the sources it used, but I don’t do that. I find it easier to review the outline, select the areas I want to focus on, research, and write the content in my voice. I’m also aware that Google penalizes the use of AI-generated content. I probably don’t save time using Chat GPT in this…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (January 21-22, 2023)

    January 22, 2023

    “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. Buckingham Wealth Partner’s Chief Planning Officer Jeff Levine shares [Podcast with Transcript]: New income tax planning opportunities in 2023 The 2 primary principles of tax planning A review of the inherited IRA rules How to reduce RMDs And more… “The other thing I would say is that a low-income year is a terrible thing to waste. Sometimes I hear people say, ‘I had almost no tax bill this year.’ And I look, and I say, ‘I’m so sorry.’ If you’ve done…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (January 7-8, 2023)

    January 8, 2023

    “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. Snappy Kraken’s Robert Sofia with the 5 pillars of marketing for advisors and the importance of creating “curiosity loops,” and “trust signals” [Podcast]: “So, if you can start also evoking emotion, positive emotions associated with your brand are especially powerful, then people remember you. Ultimately, when you use boldness, uniqueness, and memorability, together, you get noticed, you motivate people to learn more about you to investigate, and you claim a piece of mental space so that even if they don’t need…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (December 24-26, 2022)

    December 26, 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. “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……

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (December 17-18, 2022)

    December 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. Michael Kitces and Alan Moore talk all things entrepreneurship including [Podcast]: The reality of the highs and lows of entrepreneurship and the importance of developing coping skills and support systems When they recommend to start your own firm (and when not) Advice for new planners on how to evaluate opportunities within firms when interviewing And more… “[Moore]: There are two schools of thought when it comes to entrepreneurship that really are in the academic world when it comes to entrepreneurial research.…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (December 10-11, 2022)

    December 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,…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (October 15-16, 2022)

    October 16, 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 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…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (October 1-2, 2022)

    October 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…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (September 24-25, 2022)

    September 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,…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (July 2-4, 2022)

    July 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…

    Read More
    Benjamin Daniel No Comments
 Older Posts

Recent Posts

  • Mar 19, 2023 Weekend Content for New Financial Planners (March 18-19, 2023)
  • Mar 12, 2023 Weekend Content for New Financial Planners (March 11-12, 2023)
  • Mar 05, 2023 Weekend Content for New Financial Planners (March 4-5, 2023)
  • Feb 26, 2023 Weekend Content for New Financial Planners (February 25-26, 2023)
  • Feb 19, 2023 Weekend Content for New Financial Planners (February 18-19, 2023)

Categories

  • Book Notes
  • CFP Curriculum Discussion Questions
  • CFP Curriculum Recaps
  • Credit
  • Financial Planning
  • Financial Planning Articles
  • Industry Insights
  • Investing
  • Marketing
  • Planning Profession
  • Practice Management
  • Retirement
  • Sales
  • Savings
  • Taxes
  • Weekend Content for New Planners

Archives

  • March 2023 (3)
  • February 2023 (4)
  • January 2023 (5)
  • December 2022 (4)
  • November 2022 (4)
  • October 2022 (5)
  • September 2022 (4)
  • August 2022 (4)
  • July 2022 (5)
  • June 2022 (4)
  • May 2022 (5)
  • April 2022 (4)
  • March 2022 (4)
  • February 2022 (4)
  • January 2022 (5)
  • December 2021 (4)
  • November 2021 (4)
  • October 2021 (5)
  • September 2021 (4)
  • August 2021 (5)
  • July 2021 (4)
  • June 2021 (4)
  • May 2021 (5)
  • April 2021 (4)
  • March 2021 (4)
  • February 2021 (4)
  • January 2021 (5)
  • December 2020 (4)
  • November 2020 (5)
  • October 2020 (4)
  • September 2020 (4)
  • August 2020 (5)
  • July 2020 (2)
  • June 2020 (2)
  • May 2020 (2)
  • April 2020 (2)
  • March 2020 (1)
  • February 2020 (1)
  • January 2020 (1)
  • December 2019 (1)
  • November 2019 (1)
  • October 2019 (1)
  • September 2019 (1)
  • August 2019 (1)
  • July 2019 (1)
  • June 2019 (1)
  • May 2019 (1)
  • April 2019 (1)
  • March 2019 (2)
  • February 2019 (2)
  • January 2019 (4)
  • December 2018 (6)
  • September 2018 (3)
  • August 2018 (5)
  • July 2018 (4)

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org