“What’s Trending 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. Publishing Reminder: As I mentioned last month, I am pausing publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you again for your understanding! If you enjoy productivity and time management tips, you are in for a treat. Michael Kitces shares how he manages his 6 businesses by “Theme-ing” his days, scheduling “Flex Time,” and much more [Podcast]: “I will track the amount of what I essentially call ‘Flex Time,’…
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Weekend Content for New Financial Planners (December 17-18, 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. Michael Kitces and Alan Moore talk all things entrepreneurship including [Podcast]: The reality of the highs and lows of entrepreneurship and the importance of developing coping skills and support systems When they recommend to start your own firm (and when not) Advice for new planners on how to evaluate opportunities within firms when interviewing And more… “[Moore]: There are two schools of thought when it comes to entrepreneurship that really are in the academic world when it comes to entrepreneurial research.…
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Weekend Content for New Financial Planners (February 26-27, 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. Chequers Financial Management founding partner Megan Gorman and Buckingham’s Steven Atkinson cover a lot of interesting ground including [Podcast]: How she found her niche by leaning into her curiosity (and ignoring what she was “supposed” to be like) How Megan handles the “rejection” from prospective clients who ultimately go with another advisor Leaning into her clients’ definition of wealth to provide them with a sense of security And more… “I think early on in my career I had to come to…
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Weekend Content for New Financial Planners (March 27-28, 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. Define Financial’s Taylor Schulte explains how to improve your website’s user experience (UX) before Google’s new SEO ranking signal rolls out in May, why UX is important even to those who rely on non-digital/traditional marketing tactics, and three ways to improve your website’s UX with minimal effort [Podcast: 47-minutes]: “Simply put, if Google determines your web page users are having a bad experience online, then your organic search traffic is likely going to suffer. … UX is still wildly important –…
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Weekend Content for New Financial Planners (December 5-6, 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. Financial planning professor and blogger Mary Carlson talks about her winding journey through the industry, the key question she asked to open job opportunities early on, being willing to make changes to find your fit (while not burning bridges), and more: [Podcast]: “I knew pretty early on that I wanted to be both a career woman and a mother. That has always been really important and near and dear to my heart. I led kind of a winding path through my…
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Weekend Content for New Financial Planners (November 28-29, 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. ICYMI: Ritholtz Wealth Management advisor Blair duQuesnay shares her story about persevering through industry obstacles, aligning with a firm to optimize her strengths and financial planning philosophy, and evolving from her effective “chip on the shoulder” mentality to an even better approach: [Podcast with transcript]: “Being a top student in school always – the biggest shocker to me coming out of school was that your straight A’s don’t mean you’re going to be successful. That was like a real reality moment…
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Weekend Content for New Financial Planners (October 24-25, 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. Improve your prospect conversion rate by clearly defining your prospect process, making it “haggle-free,” and showing you’re not a salesperson: “We had a pretty low conversion rate. So we had to make a change early on in what we were doing with people that were contacting us. So one of the first things that we did was we implemented a fee structure for our initial consultation. It was amazing when we did that two things happened: (1) we only got people…
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Weekend Content for New Financial Planners (October 10-11, 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. Prospect conversion efficiency, ability to focus on financial planning, and other benefits of authentic, compelling marketing content: “‘It’s not that we think we know everything, a lot of what we’re writing about deals with the uncertainty of the subject matter and all of the things that are unknowable,’ he said. ‘Being willing to say, ‘alright, we’re pretty smart, but there’s a lot we still don’t know and here’s how we think about that,’ that resonates with readers.'” Ritholtz CEO Josh Brown…
