“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. Altruist Senior Content Manager Shabana Siyed on all things brand-building including [Podcast]: Common mistakes to avoid as you build your brand How to attract clients you want to work with Appropriate expectations for social media performance “You’re really showing up as you are, which also gives them that space for them to show up as they are, too. You’re able to have those deeper conversations and cultivate a stronger and longer relationship. Then, at that point, it starts to feel more…
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Weekend Content for New Financial Planners (September 11-12, 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. Brittney Castro sits down with Robert Sofia to discuss all things personal branding including: Her strategy behind separating her personal brand from her business What factors to consider when choosing social media platforms to use How to get started and what to prioritize And more… Power Branding With Brittney Castro: How Financial Advisers Can Build Their Brand – Blend Out – MasterClass [Robert Sofia, Snappy Kraken] What to showcase during your job interviews [Podcast at the 8:45-mark or Video]: How To…
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Weekend Content for New Financial Planners (July 31 – August 1, 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. Robert Cialdini’s new “unity” principle of persuasion and primers on “social proof” and “scarcity” for effective marketing [Podcast or Article]: “There was a study of 6,7000 e-commerce websites where they did A/B testing of various kinds of factors that were on the site and looked to see which were the most powerful in turning prospects into converts. They looked at 29 different factors. Some of them were economic like is there free delivery. Some of them were technological: is there a…
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Weekend Content for New Financial Planners (May 1-2 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. Co-founder and President of Journey Strategic Wealth, Penny Phillips shares: how to know when to double down on current marketing strategies versus experimenting with new social media platforms what differentiates advisors who actually implement new marketing tactics and best practices the trends successful advisory firms of the future will be capitalizing on …and more, in this podcast with FMG Suite’s Samantha Russell [Podcast: 42-minutes]: “Every single day, it’s like ‘Get on Clubhouse. Do this Podcast.’ To some extent you have to…
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Weekend Content for New Financial Planners (November 28-29, 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. 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 (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 (October 31 – November 1, 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. More precise and optimized planning priorities, error minimization, and surprising benefits of incorporating planning flowcharts and checklists into your practice (podcast link below video): #261 – Mike Lecours, fpPathfinder – We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business (Meb Faber, The Meb Faber Show) Optimize your subject lines to increase open rates (article link below video): “Eight out of 10 people will read the subject line of an email, while only two of them will go…
