“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. Altruist Senior Content Manager Shabana Siyed on all things brand-building including [Podcast]: Common mistakes to avoid as you build your brand How to attract clients you want to work with Appropriate expectations for social media performance “You’re really showing up as you are, which also gives them that space for them to show up as they are, too. You’re able to have those deeper conversations and cultivate a stronger and longer relationship. Then, at that point, it starts to feel more…
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Weekend Content for New Financial Planners (March 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. International bestselling author, executive coach, and psychologist Dr. Moira Somers speaks with Dr. Daniel Crosby about [Podcast]: How to deploy “Rational Compassion” Key drivers to giving advice that sticks The scope of emotion’s role in planning And more… “I used to be a little indignant about the possibility that maybe I wasn’t being effective and [I was like] ‘Wait, a minute, I don’t have control over what they do.’ But you realize, yeah you don’t have control, but you’ve got huge…
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Weekend Content for New Financial Planners (March 12-13, 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. 10X IRONMAN guide for blind triathletes and Avantis Investors Vice President Caroline Gaynor sat down with NAPFA’s Marie Swift to share lessons learned from her athletic endeavors that equally apply to serving planning clients including [Podcast]: Anticipating obstacles on your journey Not being defined by failure Maintaining focus in difficult environments “I was feeling really, really good. Then, about halfway through the swim, I took a stroke and noticed that our tether was no longer there. … Suddenly, I’m not connected…
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Weekend Content for New Financial Planners (February 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. Financial planners Scott Frank and James Conole discuss the best ways to become a financial planner as well as [Podcast]: Their own stories of how they got into the industry The differing standards and models of RIAs and broker/dealers Various entry-level roles, responsibilities, and career pathways Resources for securing new positions “Probably the best thing that it’s giving you is a chance to observe. Like I said before, you have this sense that it’s all about the money and having to…
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Weekend Content for New Financial Planners (February 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. Anna N’Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly share their inspiring stories and thoughts on representation, equity, and more [Podcast or Video]: “It just means opportunity. We’re an example: it doesn’t matter your background and it doesn’t matter where you come from. You are born with these abilities, intelligence, and the skills that you need to be successful.” Anna N’Jie-Konte, Dr. David Rhoiney, & Emlen Miles-Mattingly On Self-Determination & Representation [Dasarte Yarnway, The Human Advisor] Penny Phillips with six non-traditional KPIs…
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Weekend Content for New Financial Planners (December 25-26, 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. Brittney Castro covers all things marketing including [Podcast or Video]: The importance of investing in your personal brand How to develop your voice Her content marketing strategy And more… “Quite frankly, like with most of the opportunities that I get, they just found me. They found me through social media and the content I was developing. So, I have been very fortunate that most of the clients that when I started the RIA and a lot of the speaking and brand…
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Weekend Content for New Financial Planners (December 18-19, 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. Workweek content creator Nicole Casperson touches on all things disruption including [Podcast or Video]: her professional decision to leave traditional financial media to showcase her personality and interests how women are well poised to leave their mark on a male-dominated financial services industry the traits advisors need to leverage new technologies and create a better client experience “It’s really about being open-minded. It’s about exploring technologies outside of just the ones that you’re already using. Or figuring out among the ones…
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Weekend Content for New Financial Planners (November 27-28, 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. Angie Herbers’ client communication framework for addressing concerns (like hyperinflation) from fearful clients in a way that maintains credibility [Article]: “Preserving your credibility begins with good communication. And good communication is rooted in knowing what you don’t know until you do. Many times, that simply means being confident enough to admit it, which is the burden we professionals carry with us each day.” Ask Angie [Angie Herbers, CityWire RIA] How to build a practice that avoids, as Michael Kitces puts it,…
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Weekend Content for New Financial Planners (November 20-21, 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. Robert Sofia’s marketing formula to stand out among other firms: bold, yet “on brand” [Article]: “Braveness begets boldness. Oftentimes we see the same old and do the same old in marketing because we’re too afraid to do anything different. What would our customers think? What would our competitors think? We fear judgment and reactions. So we play it safe. We stick to the path most traveled. This is why so many logos, websites, emails and marketing material look the same within…
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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. …
