“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. In a wide-ranging interview Tyrone Ross Jr. discusses [Video or Podcast]: the challenges he’s overcome in his career and personal life why he thinks the majority of advisors should not be allocating toward crypto assets yet how to streamline prep for media interviews and presentations “If you know your audience well, and I don’t mean, ‘Oh, I’m addressing retirees,’ or ‘I’m addressing college, students.’ That’s not enough. If I know my audience well enough, I know them so well, and they…
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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. …
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Weekend Content for New Financial Planners (February 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. Samantha Russell with Twenty Over Ten shares a day-by-day workflow to get more out of your social media strategy [Article: 5-minute read]: “Well, it’s not a secret anymore. At Twenty Over Ten, I have a weekly checklist to maximize our social media efforts. I’m a huge believer in checklists and implementing this one maximizes our social media reach effectively and efficiently. Best of all, this checklist can be adjusted to fit any advisory businesses’ schedule.” My Daily Checklist For Dominating Social Media…