“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. Dr. Daniel Crosby shares research-backed principles for how to become a more influential advisor [Podcast]: “Let me be unequivocal here: there is no competency that is as important as influence for a financial advisor. It is the meta-skill. It is the meta-competency. The reason I say this is every facet of an advisor’s job has influence at the heart of it. Business development is influencing people to partner with you to part with their hard-earned cash in exchange for your goods…
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Weekend Content for New Financial Planners (January 7-8, 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. Snappy Kraken’s Robert Sofia with the 5 pillars of marketing for advisors and the importance of creating “curiosity loops,” and “trust signals” [Podcast]: “So, if you can start also evoking emotion, positive emotions associated with your brand are especially powerful, then people remember you. Ultimately, when you use boldness, uniqueness, and memorability, together, you get noticed, you motivate people to learn more about you to investigate, and you claim a piece of mental space so that even if they don’t need…
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Weekend Content for New Financial Planners (December 10-11, 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 on the one marketing mistake to avoid in 2023, how to think about repurposing marketing content, the importance of user expectations with social media platforms, and more [Podcast]: “As we head into the year end and finalize our marketing plans for 2023 and beyond, I just wanted to spend a little time talking today about one big marketing mistake for all of us to avoid. I receive and respond to hundreds of emails and direct messages from advisors every,…
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Weekend Content for New Financial Planners (October 1-2, 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…
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Weekend Content for New Financial Planners (July 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. 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…
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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 (December 11-12, 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…
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Weekend Content for New Financial Planners (November 6-7, 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. XY Planning Network co-founder/CEO and AdvicePay CEO Alan Moore’s advice for entrepreneurs on how to handle uncertainty [Video]: How To Handle Uncertainty As An Entrepreneur With Alan Moore [Matt Reiner, Bridging The Gap] Nifty Advisor Support’s Michelle Wong shares [Podcast]: two of the most common marketing misconceptions she sees from advisors RIA practice management trends details on FPA’s new Asian American and Pacific Islander knowledge circle and more… “Digital marketing doesn’t work unless you are consistent. You’re never going to see…
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Weekend Content for New Financial Planners (October 30-31, 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. NGP Financial Planning’s Michael Policar talks about humanizing the industry including how we talk about potential clients, rethinking discovery meetings, personalizing client communications, and more [Video or Podcast]: “Now I like to do a walk and talk with clients: ‘Let’s go walk around the lake and just talk about what’s bothering you, what you’re worried about, what’s keeping you up at night.’ It’s just so much more natural. There’s nothing forced. I think it disarms folks.” The Key To Identifying New…
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Weekend Content for New Financial Planners (September 4-6, 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. Financial planner, fintech consultant, and Monarch Money’s Head of Financial Advice Natalie Taylor on [Podcast]: The importance of “Big Wins” early on during implementation How she presents information to clients to encourage ownership Why she optimizes around implementation rather than “perfect financial planning” A handful of solid marketing tips around messaging “On a website, it’s about them knowing they landed in the right place because of who they are and not because of who you are. You want to help them…
