“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. Ben Carlson with the most important skill for success in the industry [Article]: “The most important skill in finance has nothing to do with math. Creating the best discounted cash flow models in the world won’t help you raise assets from prospective clients. No one really cares about your Microsoft Excel skills if you can’t explain what they’re good for.” The Most Important Skill in Finance [Ben Carlson, A Wealth Of Common Sense] Haystack Financial Planning founder Matthew Ricks’ origin story…
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Weekend Content for New Financial Planners (June 18-19, 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. How Rianka Dorsainvil differentiates her firm, her definition of advisor alpha, and how authenticity actually creates a competitive advantage [Video]: Rianka Dorsainvil On How Advisors Can Stand Out From The Crowd [Matt Ackerman, Integrated Partners] Adam Cmejla on gaining conviction from becoming highly specialized [Podcast]: “The amount of additional information that we as a firm know about optometry isn’t an excessive amount of information, but it’s the right amount of information that makes all the difference in the world for our…
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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 (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 (May 29-31 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. Industry recruiting veteran Shannon O’Toole with excellent, all-encompassing advice for your next interview [Podcast: 28-minutes]: “I think it’s an interesting time right now to be a candidate. I do, from my perspective, think that the industry has a shortage of talent. You can be a little bit more picky right now as a candidate. So, just as I tell a firm owner that they really need to think about who it is they want to hire and what those values and…
