“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. Michael Kitces and Alan Moore talk all things entrepreneurship including [Podcast]: The reality of the highs and lows of entrepreneurship and the importance of developing coping skills and support systems When they recommend to start your own firm (and when not) Advice for new planners on how to evaluate opportunities within firms when interviewing And more… “[Moore]: There are two schools of thought when it comes to entrepreneurship that really are in the academic world when it comes to entrepreneurial research.…
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Weekend Content for New Financial Planners (November 5-6, 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. ICYMI: If you are considering starting your own firm, XY Planning Network co-founders Michael Kitces and Alan Moore share the latest data on their members including [Podcast or Video]: What to expect in revenue during your first 2 years Revenue and profitability for advisors who have a niche Profit margins by firm type (solopreneur, boutique, and enterprise) after reaching 75 clients And more… [Kitces]: “The question is when your marketing starts getting going, when your firm gets traction, when you begin…
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Weekend Content for New Financial Planners (September 10-11, 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. Thomas Kopelman and Treyton Devore reflect on their exceptional first year in business and cover a wide range of underlying principles and tactics including [Podcast]: The importance of planning and prioritizing every touchpoint in your client experience Auditing activities to recognize which give you energy Outsourcing early And more… “Now an assistant is going to be starting in October because, sure I could make $30,000 more a year if I didn’t hire those roles, but also I couldn’t scale at one…
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Weekend Content for New Financial Planners (August 6-7, 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. XY Planning Network co-founder Alan Moore covers all things entrepreneurship and getting your start in the industry including [Podcast]: The biggest growth factor for new RIAs The best action steps to take today if you are several years out from starting your firm Mistakes to avoid when considering starting an RIA The average industry experience of XYPN’s most successful, new advisors How to get the most out of industry conferences And more… “What we find is that the firms who put…
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Weekend Content for New Financial Planners (July 30-31, 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. A marketing “messaging formula” for messaging that’s differentiating, memorable, and easy to communicate [Article]: “Most financial advisors look and sound the same. To a prospect, you offer the same basic services, such as financial planning, investment management, and retirement planning. … How do you communicate a message that clearly differentiates you from the competition, making it easier for prospects to know you are the right advisor for them? You develop a marketing message that is simple, clear, and easy to remember.…
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Weekend Content for New Financial Planners (March 5-6, 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. Kitces.com researcher Dr. Meghaan Lurtz and Dr. Daniel Crosby cover [Podcast]: A client questioning framework that progressively builds trust and encourages clients to open up How to use the “Peak-End” rule to improve client outcomes Helping clients forecast goals they will actually enjoy How advisors can take better care of themselves as they take care of clients during volatile times And more… “We’re better at being human to each other when know the structure of the way that things move forward.…
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Weekend Content for New Financial Planners (February 12-13, 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. Ric Edelman and Steve Sanduski on how to future-proof your practice in light of exponential technologies, increasing longevity, blockchain, and more [Podcast or Video]: “The medical scientists, technologists, physicists, and researchers are all showing us that we are not only living longer than ever, the life expectancy now is about age 88, but life expectancy is growing. We’re adding about a month a year to our life expectancy. By 2035, we’ll be adding a year a year, which means every year…
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Weekend Content for New Financial Planners (January 8-9, 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. If you’re considering launching an RIA or any entrepreneurial project, Altruist’s Jason Wenk discusses “betting on yourself” with Dasarte Yarnway including [Podcast]: Re-thinking a definition of failure The importance of surrounding yourself with similarly-minded individuals Leveraging the advantages of entrepreneurship vs. established financial firms Altruist’s “cultural playbook” and three core values And more… “The most innovative people in the world have an abundance mindset. So, they’re not making decisions based on fear and so it’s not that scary to bet on…
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Weekend Content for New Financial Planners (November 6-7, 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. 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 17-18 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 many benefits – when done properly – of “newsjacking” [5-minute read]: “Like many hot trends, newsjacking can be a powerful tool for raising your profile and growing your brand. But it’s not for everyone. Like everything else, it’s up to you to decide whether it’s right for your business.“ Should You Start Newsjacking? [Megan Carpenter, WealthManagement.com] A walk-through on how you can use LinkedIn’s Sales Navigator to identify your ideal clients and develop relationships through your content in about 15-30…