“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. Trailhead Planners co-founder Morgan Ranstrom encourages taking a fresh look at what we are building to ensure our mimicking nature doesn’t get the best of us [Article]: “We are mimicking machines. We endlessly model our heroes, attempting to be just like them. How many financial advisors do you know who are obsessed with running a 1 million dollar practice? By the way, I’m one of them, and I’m still unsure if the desire is arising authentically or because I’ve been taught…
-
-
Weekend Content for New Financial Planners (May 7-8, 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. Natalie Taylor’s “Impact Filter” and a “Values-Goals-Behavior” framework for high client buy-in and implementation rates [Podcast]: “It’s very important to me that my clients take ownership and that it’s their decision, and not mine. So, if they’ve decided that this is the picture of their life that they want to go towards, that these are the core values that are important to them, and that these are the goals they want to pursue, then I can help them know what the…
-
Weekend Content for New Financial Planners (March 19-20, 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. International bestselling author, executive coach, and psychologist Dr. Moira Somers speaks with Dr. Daniel Crosby about [Podcast]: How to deploy “Rational Compassion” Key drivers to giving advice that sticks The scope of emotion’s role in planning And more… “I used to be a little indignant about the possibility that maybe I wasn’t being effective and [I was like] ‘Wait, a minute, I don’t have control over what they do.’ But you realize, yeah you don’t have control, but you’ve got huge…