“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.…
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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 (October 15-16, 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…
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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,…
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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 (June 4-5, 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 3-Year Rule,” overcoming perfectionism, marketing budgets, and more [Video]: Taylor Schulte On The Importance Of Patience And Focus In Advisor Marketing [David Armstrong, WealthManagement.com] As Taylor recommended above, it doesn’t have to be perfect to get started; press publish and improve along the way as Thomas Kopelman and Treyton Devore documented with their video content: Anjali Jariwala on the importance of simplified messaging, how to make sales conversations smoother, and more [Video]: How To Create A Website…
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Weekend Content for New Financial Planners (May 21-22, 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. Stacking Benjamins Joe Saul-Sehy covers a wide range of interesting topics including [Podcast]: The unique way he positioned the Stacking Benjamins podcast The counterintuitive reason why clients fire their advisors The logic behind Joe’s client visualization exercise And more… “It was trial and error. When I was a financial planner, we would set up goals and then we would meet again next time and people weren’t even paying attention to those goals. It’s the same thing with New Year resolutions, right?……
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Weekend Content for New Financial Planners (May 14-15, 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. Why to share your “Why” in your marketing [Article]: “People don’t share your vision if they merely know what you do or how you do it. They share your vision, and will follow you, if they know why you do what you do. ‘Why’ is your belief. ‘How’ is the action you undertake to realize your belief as you do your job. ‘What’ is the result of your actions; the financial plans you create, the solutions you provide, and the advice…
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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…
