“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: Morgan Housel on the advantages of combining several “little things” to create the extraordinary [Article]: “Same with people. It’s tempting to want to find the one big skill that will set you apart. But most incredible things come from compounding, and compounding isn’t intuitive because the incremental inputs are never exciting on their own. A few little things that are easy to ignore yet work wonders when combined together…“ Big Skills [Morgan Housel, Collaborate Fund] Twenty Over Ten’s Samantha Russell…
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Weekend Content for New Financial Planners (July 24-25, 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. WealthVoice founder Emily Binder on [Video or Podcast]: leveraging emerging technology to develop deeper client relationships and prospective client engagement while becoming more efficient the distinctions between branding versus sales and features versus benefits the importance of social media marketing and how to get started How To Better Connect With Clients Through Emerging Technology [Dasarte Yarnway, The Human Advisor] A framework for resetting client expectations (using delegating email as an example) [Podcast]: “And so as with email and everything else, we…
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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 (January 30-31, 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: Define Financial’s Taylor Schulte shares two straightforward SEO strategies that produce outsized results [Article]: “In January 2018, organic search traffic (i.e., the number of people who visited my website as a result of using a search engine) for my website lagged at around 280 visits per month. After spending time learning the basics of SEO and updating my website to give search engines better information, I immediately began to see results. By the end of 2018, monthly organic search traffic…
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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…
