“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. Conventional wisdom says to use Twitter primarily for networking among colleagues and building relationships with members of the media. AllStreet Wealth’s Thomas Kopelman shares why he ignored this advice and how it allowed him to build his RIA’s revenue to over $16k per month. He also covers the advantages of Twitter’s “frictionless follow” vs. LinkedIn for growth, how a pull marketing strategy based on educational content allows you to be “anti-needy,” and more [Podcast]: “I don’t cold DM anybody, I don’t…
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Weekend Content for New Financial Planners (August 8-9, 2020)
“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. A new take on an old metric: “What is the most important number in personal finance? I used to think it was net worth, or possibly liquid net worth, but I have since come to the conclusion that these measures have some serious limitations. Net worth, for example, isn’t the best indicator of financial acumen because it doesn’t come with any context. It doesn’t tell you how someone got their net worth. … Given these limitations, is there a way we can adjust the LWR into…