“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. Ric Edelman with the principles behind his exceptional early-career growth, a number of innovative trends that call into question traditional financial planning assumptions, and more [Podcast]: “People used to ask me about my marketing strategy. My attitude was: ‘I’m not a marketer. I have never engaged in marketing in my entire 37-year career. I am an educator.’ I impart financial education and I do it for free. I use the mass media to disseminate my content. Somebody hearing or being exposed…
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Weekend Content for New Financial Planners (March 25-26, 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. Experience Your Wealth founder and financial planner Jake Northrup on using a values-based approach to find his niche client, the skills he is glad he developed before launching his firm, and how he grew to $500k in annual recurring revenue in 3.5 years [Podcast or Video]: “Having the ability to do one-time plans, knowing, and I’ve actually shared this with some other XYPN advisors too, you don’t want to take on the wrong people for ongoing relationships. But it’s okay to…
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Weekend Content for New Financial Planners (March 4-5, 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. How to leverage ChatGPT and other AI-backed software to more effectively create content marketing [Article]: “I could ask it to write the entire article and list all the sources it used, but I don’t do that. I find it easier to review the outline, select the areas I want to focus on, research, and write the content in my voice. I’m also aware that Google penalizes the use of AI-generated content. I probably don’t save time using Chat GPT in this…
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Weekend Content for New Financial Planners (February 18-19, 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. 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 (February 11-12, 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. Head of StoryBrand Dr. J.J. Peterson shares an overview of the “StoryBrand” marketing messaging framework and explains the importance of “narrative transformation” for prospective clients to take action [Podcast]: “When I brought the StoryBrand framework to them they were like ‘Holy cow, this is a simplified version of everything we’ve been trying to do and teach.’ That’s what drew me to it. It blew me away and it blew them away. So, the StoryBrand framework is basically ‘How does story work?’…
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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 (November 26-27, 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. Mitlin Financial founder Larry Sprung shares his career journey to his current RIA, what boosted his marketing results and shortened his sales cycle, and what he’s working on next to improve his marketing [Podcast]: “People want to do business with people they like, trust, know, and they want to be around. Their values align. This was something I always talked about and she said, ‘Why aren’t you doing that on social media? Why aren’t you putting the authentic you out there?’…
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Weekend Content for New Financial Planners (November 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. ICYMI: If you are considering starting your own firm, XY Planning Network co-founders Michael Kitces and Alan Moore share the latest data on their members including [Podcast or Video]: What to expect in revenue during your first 2 years Revenue and profitability for advisors who have a niche Profit margins by firm type (solopreneur, boutique, and enterprise) after reaching 75 clients And more… [Kitces]: “The question is when your marketing starts getting going, when your firm gets traction, when you begin…
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Weekend Content for New Financial Planners (October 22-23, 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. Sensible Money founder and CEO Dana Anspach shares her origin story and covers a range of retirement planning topics including [Podcast]: Her all-weather portfolio approach and why she relies on individual bonds instead of bond funds Factors to consider when making the mortgage pay-off decision Her process and philosophy behind long-term care planning When she recommends using annuities And more… “It started with a focus on what we all call sequence risk—how do you build and design portfolios that can help…
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Weekend Content for New Financial Planners (October 8-9, 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. ……
