“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. A marketing “messaging formula” for messaging that’s differentiating, memorable, and easy to communicate [Article]: “Most financial advisors look and sound the same. To a prospect, you offer the same basic services, such as financial planning, investment management, and retirement planning. … How do you communicate a message that clearly differentiates you from the competition, making it easier for prospects to know you are the right advisor for them? You develop a marketing message that is simple, clear, and easy to remember.…
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Weekend Content for New Financial Planners (June 4-5, 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 3-Year Rule,” overcoming perfectionism, marketing budgets, and more [Video]: Taylor Schulte On The Importance Of Patience And Focus In Advisor Marketing [David Armstrong, WealthManagement.com] As Taylor recommended above, it doesn’t have to be perfect to get started; press publish and improve along the way as Thomas Kopelman and Treyton Devore documented with their video content: Anjali Jariwala on the importance of simplified messaging, how to make sales conversations smoother, and more [Video]: How To Create A Website…
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Weekend Content for New Financial Planners (May 28-30, 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. Riskalyze CEO Aaron Klein on marketing and technology trends as well as [Video]: How to not be overwhelmed by digital marketing Where to start with your messaging Thoughts on machine learning And more… Jolt! 2022: Aaron Klein On 21st Century Advisor Marketing And Digital “Surround-Sound” Targeting [David Armstrong, WealthManagement.com] The power of niches on growth (and their impact on operations) [Article]: “To Mark Tibergien’s point about those with a niche driving the business forward, Nikolee Turner cited statistics from Schwab’s benchmarking…
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Weekend Content for New Financial Planners (October 23-24, 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. Whether you are comparing the rate of your career progression to your peers or helping clients avoid doing the same with their portfolios, how to cure FOMO [Article]: “FOMO is not new, although social media intensifies it. I remember the internet bull market and bubble from the late 90s and there was plenty of FOMO then too. And it sure sounds like JP Morgan had it in the 19th century and he was one of the richest men in the world. …
