“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 Facebook will soon be putting a higher premium on quality, engaging content and how to boost your Facebook organic reach with an “engagement stack” [Article: 12-minute read. Podcast: 47-minutes.]: “With the upcoming iOS changes and Google Privacy Sandbox, off-platform actions are going to be harder for Facebook to track. Because they’ll be more limited in the data they can collect, content on the Facebook platform will become even more important.” How To Improve Your Facebook Organic Reach [Michael Stelzner, Social Media…
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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…
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Weekend Content for New Financial Planners (March 27-28, 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. Define Financial’s Taylor Schulte explains how to improve your website’s user experience (UX) before Google’s new SEO ranking signal rolls out in May, why UX is important even to those who rely on non-digital/traditional marketing tactics, and three ways to improve your website’s UX with minimal effort [Podcast: 47-minutes]: “Simply put, if Google determines your web page users are having a bad experience online, then your organic search traffic is likely going to suffer. … UX is still wildly important –…
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Weekend Content for New Financial Planners (March 20-21, 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. [ICYMI] Shorebridge Wealth Management financial advisor and author Ashby Daniels takes us through his approach to personal branding, how he thinks about content marketing, and the benefits of “learning in public” [Podcast: 32-minutes]: “When I started writing on my blog, which I guess is the essence of the personal band that most people would associate with me, I really did it as more of a way to be in constant communication with my clients. … I just think it’s super-valuable to…
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Weekend Content for New Financial Planners (February 20-21, 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. InvestmentNews 40 Under 40 advisor Luis Rosa explains the multiple benefits of committing to a content marketing plan and how to get started [Video: 9-minutes]: Content Marketing Is Still The Best Growth Hack [Dasarte Yarnway, Altruist] Altruist’s Marketing Manager Shabana Siyed provides five principles for creating compelling marketing content [Article: 6-minute read]: “I like to think of marketing and content creation as “dating.” When dating, you don’t go into the first date planning to put a ring on it, but rather, you…
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Weekend Content for New Financial Planners (December 19-20, 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. RLS Wealth advisor and Advisors Growing As A Community co-founder Justin Castelli’s origin story, the importance of sharing your own story and your “why” in your firm’s marketing, and four factors for successful marketing [Video]: The #1 Missing Ingredient Advisors Forget When Trying To Attract New Clients (Samantha Russell, Twenty Over Ten) Altruist founder Jason Wenk’s marketing workbook covering 7 basic marketing tactics every advisor should be implementing, the importance of copywriting and underlying principles, and a variety of sales personas to…
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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.…
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Weekend Content for New Financial Planners (October 10-11, 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. Prospect conversion efficiency, ability to focus on financial planning, and other benefits of authentic, compelling marketing content: “‘It’s not that we think we know everything, a lot of what we’re writing about deals with the uncertainty of the subject matter and all of the things that are unknowable,’ he said. ‘Being willing to say, ‘alright, we’re pretty smart, but there’s a lot we still don’t know and here’s how we think about that,’ that resonates with readers.'” Ritholtz CEO Josh Brown…