“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. Meg Bartelt, founder and lead planner of Flow Financial Planning, and Alex Cavalieri discuss [Podcast]: The “90/10” ratio that forms the basis for all of her content marketing The important difference between a “market niche” and a “service niche” How she iterated on her original niche And more… “I didn’t try to create my own pond and invite the fish over – that’s way too ambitious for me. I went to where there was already a pond of my target fishes…
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Weekend Content for New Financial Planners (August 28-29, 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. Taylor Schulte discusses the processes behind his firm’s success and more [Podcast or Video]: How he ditched the typical printed financial plan deliverable and what he uses instead The steps he takes to set up “surge meetings” How he transitioned non-niche clients in a way that felt natural to him The ideal target market size that makes for a good niche Finding Your Financial Planning Niche With Taylor Schulte [Ross Marino, Shaping Change] Jerry Kauffman gives an overview of the “Entrepreneurial…