“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. Two pieces of content on the topic of empathy to kick off this week: Investopedia’s Caleb Silver hosts Gary Vaynerchuk and the two discuss when Gary realized the importance of empathy and how it has made him a better businessperson [Podcast at 26:30-mark]: “I had a lot of emotions and feelings – but they were my superpower. And I knew as I got older and older and older it became very clear to me how to harness it. I’m so proud…
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Weekend Content for New Financial Planners (October 2-3, 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. Meg Bartelt, founder and lead planner of Flow Financial Planning, and Alex Cavalieri discuss [Podcast]: The “90/10” ratio that forms the basis for all of her content marketing The important difference between a “market niche” and a “service niche” How she iterated on her original niche And more… “I didn’t try to create my own pond and invite the fish over – that’s way too ambitious for me. I went to where there was already a pond of my target fishes…
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Weekend Content for New Financial Planners (September 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. Xena Financial Planning founder and financial advisor Danika Waddell shares the blueprint behind her extraordinary growth including [Podcast with Transcript]: What she attributes to gaining 60 clients in her first 12 months When she chose to hire a business coach How she has built her support team And more… “So actually creating some of the workflows and things like that, it’s just not my natural ability, so I hired somebody really early on that, you know, is a business coach, but…
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Weekend Content for New Financial Planners (September 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. Brittney Castro sits down with Robert Sofia to discuss all things personal branding including: Her strategy behind separating her personal brand from her business What factors to consider when choosing social media platforms to use How to get started and what to prioritize And more… Power Branding With Brittney Castro: How Financial Advisers Can Build Their Brand – Blend Out – MasterClass [Robert Sofia, Snappy Kraken] What to showcase during your job interviews [Podcast at the 8:45-mark or Video]: How To…
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Weekend Content for New Financial Planners (August 21-22, 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. Recently hitting $100M in AUM and growing his podcast to over 1M downloads in 2 years, Benjamin Brandt sat down with Samantha Russell to share [Podcast or Video]: mistakes to avoid when first launching a podcast what metrics are important and which are superficial the “stair-step” approach to his value-driven sales funnel and more “I came out of the barrel smoking hot – I got two or three episodes in, every week I was going, and then I got like four…
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Weekend Content for New Financial Planners (August 14-15, 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. Air Force veteran and XY Planning Network advisor Daniel Kopp shares: How he developed his marketing “flywheel” including calculated bets with Google Ads that returned 5X revenue in 2 years The advantages (and trade-offs) of providing financial life planning with clients How his military background showed him the importance of feedback loops, iteration, and the power of checklists “In that first year or so, because I had spent time networking within the communities, that ultimately became the niche. So the widows…
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Weekend Content for New Financial Planners (July 31 – August 1, 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 Cialdini’s new “unity” principle of persuasion and primers on “social proof” and “scarcity” for effective marketing [Podcast or Article]: “There was a study of 6,7000 e-commerce websites where they did A/B testing of various kinds of factors that were on the site and looked to see which were the most powerful in turning prospects into converts. They looked at 29 different factors. Some of them were economic like is there free delivery. Some of them were technological: is there a…
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Weekend Content for New Financial Planners (July 10-11, 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. Luis Rosa came from humble beginnings and overcame cultural obstacles to build a firm that gives back to his peers [Podcast]: “Financial planning was not even offered as a major. I had no idea that being a financial planner existed. I didn’t know what it was. It wasn’t a conversation that was had in my house. We never talked about anything to do with money other than work hard and try to save some.” Luis Rosa – How This Young Immigrant…
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Weekend Content for New Financial Planners (June 26-27, 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 shares the pivotal moments in her life and career, the “diamond team” concept, and more [Podcast: 81-minutes]: “I wanted to start a consulting business to help financial advisors, but the odds were very small. First, the market was very small. The average size advisory firm at that time $400,000 in revenue. They likely didn’t have a whole lot of money – this is what the story I was telling myself – they likely didn’t have a lot of money…
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Weekend Content for New Financial Planners (June 19-20, 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. Michael Kitces guests on the InvestmentNews podcast and covers: what factors contribute to a bonafide niche today (versus differentiators that are becoming ubiquitous) the actual driver of a shift away from the AUM model (and why it’s not a broken model) thoughts on cryptocurrencies [Podcast: 71-minutes]: “For any individual advisor, the question becomes: How are you going to be better than the competition to win more than your share? How are you going to be different than your competition to win…