“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 (September 19-20, 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. NorthAvenue founder Kristen Moosmiller’s story of persevering through the Great Recession and industry obstacles to build a comprehensive planning firm intent on changing the industry: “From there, I really focused on, while I was working on my experience requirement, just reading as much as I could (meaning continuing education) and networking with people. Over the next year or so, I was speaking up a lot in client meetings and sharing things that I had learned and become confident in. Soon after,…
