“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. Snappy Kraken’s Robert Sofia with the 5 pillars of marketing for advisors and the importance of creating “curiosity loops,” and “trust signals” [Podcast]: “So, if you can start also evoking emotion, positive emotions associated with your brand are especially powerful, then people remember you. Ultimately, when you use boldness, uniqueness, and memorability, together, you get noticed, you motivate people to learn more about you to investigate, and you claim a piece of mental space so that even if they don’t need…
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Weekend Content for New Financial Planners (March 26-27, 2022)
“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 (January 15-16, 2022)
“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. FiComm Partner’s Megan Carpenter covers all things “authentic marketing” including [Podcast]: What “authentic marketing” actually means An exercise for clarifying and leveraging your own story and authenticity How authenticity can relate to your niche And more… “Every advisor I’ve ever talked to has such a cool story. They don’t tell that story right away. You have to keep asking ‘But why?’ ‘But why? Tell me more about that.’ You have to dig really deep to get there, but if you do,…
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Weekend Content for New Financial Planners (October 16-17, 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. Two pieces of content on the topic of empathy to kick off this week: Investopedia’s Caleb Silver hosts Gary Vaynerchuk and the two discuss when Gary realized the importance of empathy and how it has made him a better businessperson [Podcast at 26:30-mark]: “I had a lot of emotions and feelings – but they were my superpower. And I knew as I got older and older and older it became very clear to me how to harness it. I’m so proud…
