“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 3 most effective stories to share with your clients, the science behind decision-making and storytelling, and more [Podcast]: “That’s how people’s brains work. It’s called a synapse system. When you bring up a topic, when you bring up a name, when you bring up a subject, the first thing that comes to people’s recollection is the emotion associated with that particular thing. Then, the rationale comes up about six seconds later. I mention that because our brains are storytelling machines.…
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Weekend Content for New Financial Planners (August 5-6, 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 a self-proclaimed “perfectionist” financial advisor overcame his fears to create a content marketing system that now brings in one new client relationship each day to his bank [Video or Podcast]: Start Creating Content, Even If You’re A Perfectionist With Adam Cox [Matt Halloran, Top Advisor Marketing Podcast] Prospective client initial meeting questions that build trust [Article]: “In a direct and one-to-one sales context like advising, your prospect needs to feel sure in their gut that you’re the one for them. They…
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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 23-24, 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 Samuel Deane narrowed his niche, the importance of conducting “user interviews,” his 5-step inbound content marketing framework, and more [Podcast]: “I didn’t spend a ton of time in the industry, so I didn’t go through like any extensive sales training or anything like that. So, I am not someone who likes rejection. Yes, I’m an entrepreneur, and yes I take risks and those sorts of things, but I would much rather ‘put my brain on the Internet’ and let people…
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Weekend Content for New Financial Planners (July 16-17, 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 shares how he learned the hard way to become more intentional with his time along with the principles and “filters” behind how to decide what projects to focus on (including which client segments to begin adding more value to first) [Podcast or Video]: “And it started burying me around 2015, and I went through two or three years of changing the systems and structures that I have around myself to try to unbury myself from what I’d done to…
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Weekend Content for New Financial Planners (April 30-May 1, 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. Brownlee Wealth Management’s Jared Machen shares his nontraditional career path, how he decided to partner with another advisor (versus start his own firm), and the drivers behind his firm’s growth from $14M to $67M of AUM in 2.5 years including [Podcast]: The importance of memorializing your client experience before adding to your tech stack When to begin thinking about developing operational infrastructure Brownlee Wealth’s content ecosystem and call-to-action philosophy And more… “It’s never too early to start. Business development gets all…
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Weekend Content for New Financial Planners (January 9-10, 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 art of coining terms like your firm name, proprietary planning process, etc., adding constraints to increase your creativity, the importance of iteration, and much, much more [Video]: Marketing Lessons With Jack Butcher (David Perell, Perell.com) Morningstar’s Director of Retirement Research David Blanchett on three sources of wealth advisors fail to consider in tandem when designing a portfolio’s risk/return profile [Article]: “Advisors who limit client wealth planning to their portfolio are missing a big part of doing their job correctly. Instead, they…
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Weekend Content for New Financial Planners (November 21-22, 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. “The Advisor of Tomorrow” podcast guest TJ van Gerven shares lessons learned after launching a firm from scratch, including prioritizing building systems and processes, maintaining confidence during slow times, and being strategic with social media: [Video and Podcast]: “Focusing on processes and systems early on – even when you have that free time – because, like you said, you need to build it for 3-4 years down the road. It’s just hard. It’s easy to say what you should do in…
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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 (January 31, 2020)
“Weekend Content for New Financial Planners” is a collection of podcasts, articles, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. *** With the start of a new year (and decade!), it’s a good time to rebrand the “Financial Planning Articles” series. With many of my links featuring podcast episodes and videos, “Weekend Content for New Financial Planners” better describes the content that I share in this series. This edition appropriately kicks off with two podcast episodes geared towards transitioning into the industry. From FPA Activate, the first is an interview between Hannah Moore and XY Planning Network’s Financial Planning and Process…
