“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 planner, fintech consultant, and Monarch Money’s Head of Financial Advice Natalie Taylor on [Podcast]: The importance of “Big Wins” early on during implementation How she presents information to clients to encourage ownership Why she optimizes around implementation rather than “perfect financial planning” A handful of solid marketing tips around messaging “On a website, it’s about them knowing they landed in the right place because of who they are and not because of who you are. You want to help them…
-
-
Financial Planning Articles (December 31, 2019)
“Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning, industry trends, career development, and more. *** This installment of Financial Planning Articles actually begins with two insightful podcasts (with transcripts) from Michael Kitces. The first interviews Kenneth Robinson of Practical Financial Planning and covers a range of valuable topics including credibility benefits from targeting a niche from your previous profession, using a Founders Club to refine your process at launch (and to potentially gain your first clients), and the value of working with a coach. The second podcast was actually just released today and highlights how Peter Lazaroff has been able to…