“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/CEO and AdvicePay CEO Alan Moore’s advice for entrepreneurs on how to handle uncertainty [Video]: How To Handle Uncertainty As An Entrepreneur With Alan Moore [Matt Reiner, Bridging The Gap] Nifty Advisor Support’s Michelle Wong shares [Podcast]: two of the most common marketing misconceptions she sees from advisors RIA practice management trends details on FPA’s new Asian American and Pacific Islander knowledge circle and more… “Digital marketing doesn’t work unless you are consistent. You’re never going to see…
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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 (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 14-15, 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. XY Planning Network advisor Britton Gregory on taking small steps to validate financial planning as a career change, what he would do differently, and how he utilizes key performance indicators [podcast]: “So that was a real defining moment that told me, hey, this is a good next step. So I took I took steps, but they were small steps. I didn’t immediately say, oh, I’m going to quit my job. I said, I’m going to start my RIA, I’m going to…