“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: Ritholtz Wealth Management advisor Blair duQuesnay shares her story about persevering through industry obstacles, aligning with a firm to optimize her strengths and financial planning philosophy, and evolving from her effective “chip on the shoulder” mentality to an even better approach: [Podcast with transcript]: “Being a top student in school always – the biggest shocker to me coming out of school was that your straight A’s don’t mean you’re going to be successful. That was like a real reality moment…
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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…