“What’s Trending 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’ve set some professional and/or personal goals for the new year, a gentle reminder that to ensure results, we need to build systems [Article]: “…if you don’t support your vision and goals with a system stronger than the resistance you will face (you and all the stuff that gets thrown at you), your desired results will not be realized. It’s not because your intent isn’t good; it’s because you don’t have a system designed to align your time with the…
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What’s Trending for New Financial Planners (December 2023)
“What’s Trending 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. 3 steps to take before the end of the year to hit the ground running in 2024 [Video]: What ALL Advisors Should Get Done In December [Penny Phillips, Practice Management With Penny] If the idea of setting new business targets for another year feels a bit uninspiring, an alternate question to consider asking [Article]: “I’m very much in the musing/brainstorming part of the process. For inspiration, I’ve asked several colleagues what excites them as they look forward to 2024 in their business. And…
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What’s Trending for New Financial Planners (September 9-10, 2023)
“What’s Trending 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. Carson Group’s Jamie Hopkins on what the CFP® designation means today, opportunities designed to keep new financial planners in the industry longer, and more [Article]: “It’s been wonderful to see the retention. We haven’t lost a single person in this program, compared with a really high attrition rate across the industry in that first two-year period. We are recognizing that the old sink-or-swim mentality is not going to change this problem. I believe the W2 approach is crucial for the beginning…
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Weekend Content for New Financial Planners (May 27-29, 2023)
“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. Why giving away your best content for free is actually an effective marketing strategy [Article]: “I write articles that frequently tell readers exactly how to do the work my firm is paid to perform for its clients. I am fine disclosing how we design websites, engage in SEO campaigns, produce videos, and utilize artificial intelligence to make our consulting practice more productive and profitable. Why does this make sense, and why should you follow my lead?” Give Away Your Secrets —…
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Weekend Content for New Financial Planners (April 29-30, 2023)
“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. Conventional wisdom says to use Twitter primarily for networking among colleagues and building relationships with members of the media. AllStreet Wealth’s Thomas Kopelman shares why he ignored this advice and how it allowed him to build his RIA’s revenue to over $16k per month. He also covers the advantages of Twitter’s “frictionless follow” vs. LinkedIn for growth, how a pull marketing strategy based on educational content allows you to be “anti-needy,” and more [Podcast]: “I don’t cold DM anybody, I don’t…
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Weekend Content for New Financial Planners (January 7-8, 2023)
“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 (December 31, 2022 – January 1, 2023)
“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. Former chair of the Financial Planning Association Dr. Dave Yeske on the value of journaling about your professional development, volunteering to build your “network,” the evolving role and skillset of financial planners, and more [Podcast or Video]: “It’s now become unambiguously clear to everyone that the quantitative part of what we do as financial planners is, honestly, the easy part: it’s various applications of time value of money concepts, nine times out of 10. But change is hard. Human beings struggle…
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Weekend Content for New Financial Planners (May 21-22, 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. Stacking Benjamins Joe Saul-Sehy covers a wide range of interesting topics including [Podcast]: The unique way he positioned the Stacking Benjamins podcast The counterintuitive reason why clients fire their advisors The logic behind Joe’s client visualization exercise And more… “It was trial and error. When I was a financial planner, we would set up goals and then we would meet again next time and people weren’t even paying attention to those goals. It’s the same thing with New Year resolutions, right?……
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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 (December 18-19, 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. Workweek content creator Nicole Casperson touches on all things disruption including [Podcast or Video]: her professional decision to leave traditional financial media to showcase her personality and interests how women are well poised to leave their mark on a male-dominated financial services industry the traits advisors need to leverage new technologies and create a better client experience “It’s really about being open-minded. It’s about exploring technologies outside of just the ones that you’re already using. Or figuring out among the ones…