“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. As financial planners, we’re often focused on the future; Stephanie Bogan shares “The Line Exercise” to help us be more present both at work and away from the office [Video]: Being Present With Matt Reiner And Stephanie Bogan [Matt Reiner, Bridging The Gap] Freedom Day Solutions financial advisor Jackson Wood shares the rules behind his successful social media marketing strategy, the platforms he’s focusing on in 2023, and more [Podcast]: “With Instagram, it’s a lot different. Because sometimes I record it…
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Weekend Content for New Financial Planners (November 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. Dare to Dream Financial Planning founder Anna N’Jie Konte shares the story of how she decided to go independent, the personal reasons for choosing her niche serving minority female entrepreneurs, why you don’t have to have it all figured out before launching your own firm, and more [Podcast or Video]: “I relocated to the D.C. area from New York, tried my hardest: got my CFP, got life and health insurance…all of these licenses. Things that you think are supposed to help…
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Weekend Content for New Financial Planners (September 26-27, 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. Kinder Institute founder George Kinder and Communications Director Lora Woodward speak with XY Planning Network’s Maddy Roche on the benefits of the EVOKE® process for clients and your firm: “I began to realize that this longing for a different life was endemic. Everybody I met had something like that. And so it made me realize that as I was gathering these financial skills to give myself freedom, I realized that these financial skills were meant to give everybody freedom. And so…
