The Advisor Project

Benjamin Daniel
  • Home
  • About
  • Resources
  • Disclaimers
Menu
  • Home
  • About
  • Resources
  • Disclaimers
  • What's Trending For New Financial Planners

    What’s Trending for New Financial Planners (January 2024)

    January 7, 2024

    “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…

    Read More
    Benjamin Daniel No Comments
  • What's Trending For New Financial Planners

    What’s Trending for New Financial Planners (December 2023)

    December 3, 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…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (June 10-11, 2023)

    June 11, 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. Three disciplines within the psychology of financial planning—and how each can be implemented [Article]: “Since the CFP Board added the psychology of financial planning as a required competency for certified financial planners in 2022, I’ve often heard the separate disciplines—financial therapy, behavioral finance, and client psychology—used interchangeably. That’s not surprising.  The psychology of financial planning as practiced by a planner is broad-based and holistic. It focuses on how financial planners influence the client’s behaviors with their words and actions as well…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (October 8-9, 2022)

    October 9, 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. Meir Statman on a range of behavioral finance topics including [Podcast]: The difference between using money for happiness versus well-being and why he encourages the latter How advisors can use behavioral finance to grow their business Misunderstood behavioral biases How advisors can get clients to “open up” more easily And more… “I think of financial advisors as well-being advisors. Financial advisors are more than wealth managers. They are well-being managers. They are in the business of helping people find well-being. ……

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (October 1-2, 2022)

    October 2, 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. Herbers and Company founder Angie Herbers shares the two biggest communication skills to set yourself apart from others, what firms are looking for in new hires, and more [Podcast]: “First, a lot of hiring firms will take them seriously even though they don’t have a lot of experience. From Herbers and Company’s perspective, there are lots of opportunities out there for new advisors who have no experience. To gain that experience, though, you’ve got to get boots on the ground. You’ve…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (July 9-10, 2022)

    July 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. Snappy Kraken’s Robert Sofia and Journey Strategic Wealth’s Penny Phillips highlight foundational marketing principles including [Video]: Common marketing missteps and the client/advisor “Interest Intersection” The importance of story and messaging when building your firm’s branding Why recognizing context throughout your marketing is imperative And more… The Importance Of Marketing In Wealth Management [Shannon Rosic, WealthManagement.com] Dr. Nicole Boyson wades through what can be a confusing world regarding conflicts of interests in varying firm models including the history of these models, Regulation…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (June 11-12, 2022)

    June 12, 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. To take the next step in your career, rather than focus on your current position, begin with the end in mind [Article]: “But you can easily apply this framework to your working life as well. I know because I’ve done it. I remember analyzing my career at my current firm a few years ago and thinking, ‘What role best suits me here?’ I realized that we needed a COO and, given my love for operations/efficiency, it seemed like the perfect fit.…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (April 23-24, 2022)

    April 24, 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. The importance of developing a “position statement” and other techniques for getting prospects to “know, like, and trust” you [Article]: “Your positioning statement is the most useful piece of content you’ll ever create, but you will never show it to anyone. This is for you so when you’re looking at creating content, you could evaluate if that content matters and if it’s in line with your swim lane.“ Position Yourself As A Trusted Voice Through Content [Mary Kate Gulick and Ana…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (December 11-12, 2021)

    December 12, 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. Bob Veres summarizes the recently-authored book A Matter Of Time on a dynamic, hourly revenue model. The book dispels many objections and myths and Veres suggests the model as a path to developing financial planning into a profession [Article]: “The next set of objections that the book characterizes as myths are at the core of why most advisors gravitated to AUM rather than an hourly model in the first place. The first (I’m paraphrasing here) is that with hourly, the professional…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (September 12-13, 2020)

    September 13, 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. Samuel Deane’s origin story, mission, and well-developed niche: “When I sit down with clients that work in tech and they’re looking for an advisor, I’m really confident that that client will choose me because I’ve built the business specifically for this demographic.” Finding And Growing A Purpose-Fueled Niche (Steve Sanduski, Between Now And Success) A more effective approach (though potentially counterintuitive) for reassuring clients: “By blindly espousing the ‘it’s not different this time’ mantra, you may be creating more stress, which is the opposite…

    Read More
    Benjamin Daniel No Comments
 Older Posts

Recent Posts

  • May 30, 2024 New Advisor Marketing Inside Out (May 2024)
  • May 12, 2024 What’s Trending For New Financial Planners (May 2024)
  • Apr 30, 2024 New Advisor Marketing Inside Out (April 2024)
  • Apr 07, 2024 What’s Trending For New Financial Planners (April 2024)
  • Mar 20, 2024 New Advisor Marketing Inside Out (March 2024)

Categories

  • Book Notes
  • CFP Curriculum Discussion Questions
  • CFP Curriculum Recaps
  • Credit
  • Financial Planning
  • Financial Planning Articles
  • Industry Insights
  • Investing
  • Marketing
  • New Advisor Marketing Inside Out
  • Planning Profession
  • Practice Management
  • Retirement
  • Sales
  • Savings
  • Taxes
  • Weekend Content for New Planners
  • What's Trending For New Financial Planners

Archives

  • May 2024 (2)
  • April 2024 (2)
  • March 2024 (2)
  • February 2024 (2)
  • January 2024 (2)
  • December 2023 (2)
  • November 2023 (2)
  • October 2023 (1)
  • September 2023 (2)
  • August 2023 (4)
  • July 2023 (5)
  • June 2023 (4)
  • May 2023 (4)
  • April 2023 (5)
  • March 2023 (4)
  • February 2023 (4)
  • January 2023 (5)
  • December 2022 (4)
  • November 2022 (4)
  • October 2022 (5)
  • September 2022 (4)
  • August 2022 (4)
  • July 2022 (5)
  • June 2022 (4)
  • May 2022 (5)
  • April 2022 (4)
  • March 2022 (4)
  • February 2022 (4)
  • January 2022 (5)
  • December 2021 (4)
  • November 2021 (4)
  • October 2021 (5)
  • September 2021 (4)
  • August 2021 (5)
  • July 2021 (4)
  • June 2021 (4)
  • May 2021 (5)
  • April 2021 (4)
  • March 2021 (4)
  • February 2021 (4)
  • January 2021 (5)
  • December 2020 (4)
  • November 2020 (5)
  • October 2020 (4)
  • September 2020 (4)
  • August 2020 (5)
  • July 2020 (2)
  • June 2020 (2)
  • May 2020 (2)
  • April 2020 (2)
  • March 2020 (1)
  • February 2020 (1)
  • January 2020 (1)
  • December 2019 (1)
  • November 2019 (1)
  • October 2019 (1)
  • September 2019 (1)
  • August 2019 (1)
  • July 2019 (1)
  • June 2019 (1)
  • May 2019 (1)
  • April 2019 (1)
  • March 2019 (2)
  • February 2019 (2)
  • January 2019 (4)
  • December 2018 (6)
  • September 2018 (3)
  • August 2018 (5)
  • July 2018 (4)

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org