“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. Jason Wenk and Dasarte Yarnway share the principles and practices from the top advisors they interviewed in 2023 as well as a few predictions for 2024 [Podcast with Transcript]: “Having done this for so long and talked to so many advisors for so many years, most people, when they have a big breakthrough, it’s something they already knew. So, it’s not like we don’t know being focused is a good thing. But then we meet with these advisors that are performing…
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Weekend Content for New Financial Planners (May 6-7, 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. Nick Maggiulli reconciles two notable studies on the age-old question of whether money can buy happiness [Article]: “In 2021, a study by Matthew Killingsworth titled ‘Experienced well-being rises with income, even above $75,000 per year’ shook the foundations of happiness research by contradicting the findings from Kahneman and Deaton’s famed 2010 paper. In particular, Killingsworth’s study found that both life satisfaction and emotional well-being continued to increase with income (i.e. the log of income), even beyond the $75,000 threshold reported by Kahneman and Deaton. … When…
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Weekend Content for New Financial Planners (April 30-May 1, 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. Brownlee Wealth Management’s Jared Machen shares his nontraditional career path, how he decided to partner with another advisor (versus start his own firm), and the drivers behind his firm’s growth from $14M to $67M of AUM in 2.5 years including [Podcast]: The importance of memorializing your client experience before adding to your tech stack When to begin thinking about developing operational infrastructure Brownlee Wealth’s content ecosystem and call-to-action philosophy And more… “It’s never too early to start. Business development gets all…
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Weekend Content for New Financial Planners (April 9-10, 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. Taylor Schulte shares his top marketing strategy for advisors and provides a framework for setting proper expectations for each stage of your marketing funnel [Podcast]: “It would take 12+ months and potentially thousands of dollars, depending on her skill set and expertise and willingness to learn, to rank for hyper-specific keywords that her ideal client is typing into Google. That’s likely not the answer that Jess is looking for. It might also take 2-3 years for her to launch a podcast…
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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 (June 12-13, 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. Morningstar behavioral researcher Samantha Lamas shares studies showing: there may be a difference in what your clients say their goals are and their actual goals how to help clients better identify their actual goals how to communicate the value of behavioral coaching [Podcast: 86-minutes] “They discovered that there is indeed a gap that exists between the goals clients think they want and the goals they actually want. The goals that are truly relevant and important to them. For example, you may have a meeting with…
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Weekend Content for New Financial Planners (June 5-6 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. Brian Portnoy explains “funded contentment,” the happiness equation, and how he defines the modern advisor [Video: 14-minutes]: How To Use A Purpose-Based Financial Planning Approach / Grow Episode 46 [Dasarte Yarnway, Altruist] Lessons from growing to $100 AUM in 4 years [Twitter thread]: Lessons From The Past 4 Years [Kyle Moore, Quarry Hill] How to “humanize” the sales process by personalizing “cold” emails with minimal time investment [Podcast: 53-minutes]: “You’re talking about the great sales mystery of over qualifying versus under…
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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…
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Weekend Content for New Financial Planners (March 20-21, 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. [ICYMI] Shorebridge Wealth Management financial advisor and author Ashby Daniels takes us through his approach to personal branding, how he thinks about content marketing, and the benefits of “learning in public” [Podcast: 32-minutes]: “When I started writing on my blog, which I guess is the essence of the personal band that most people would associate with me, I really did it as more of a way to be in constant communication with my clients. … I just think it’s super-valuable to…
