“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…
