“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. Dr. Daniel Crosby and Rusty Vanneman cover a range of topics around market volatility including advisor self-care, communication processes, and behavioral considerations [Podcast]: The importance of putting on “your own oxygen mask first” A 5-part self-care framework for advisors Communicating your financial planning process’s benefits versus features And more… [Vanneman] “If you have a normal sequence of how you’re communicating with investors, and you’re sending out something special…let’s say you have your clients pretty well-trained. [They’re] thinking long-term and they try…
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Weekend Content for New Financial Planners (January 22-23, 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. Onramp’s Caitlin Cook on the power of Twitter and the #FinTwit community [Video]: Why recording meetings to watch your own “game tape” is so important, how to boost buy-in from prospective and current clients, and more [Podcast]: “The opportunity today, that is totally underleveraged, and it’s due to technology, is the ability to observe yourself via game tape. So many professions make copious use of game tape from surgeons, to sports, to music, to otherwise. Why not us? That’s how you…
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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 (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 (November 7-8, 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. NAPFA Genesis Committee Chair Ben Jacobs on overcoming client pushback on his age, key benefits to attending NAPFA conferences, and embracing paperwork in his first position after earning his master’s: “I went to several NAPFA conferences. They are great because …people are so open to talking to you. I remember as a student particularly thinking, ‘Wow, these professionals are really willing to talk to me and learn about the program I’m in and just kind of advice on my career path.…
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Weekend Content for New Financial Planners (September 19-20, 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. NorthAvenue founder Kristen Moosmiller’s story of persevering through the Great Recession and industry obstacles to build a comprehensive planning firm intent on changing the industry: “From there, I really focused on, while I was working on my experience requirement, just reading as much as I could (meaning continuing education) and networking with people. Over the next year or so, I was speaking up a lot in client meetings and sharing things that I had learned and become confident in. Soon after,…
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Weekend Content for New Financial Planners (September 12-13, 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. Samuel Deane’s origin story, mission, and well-developed niche: “When I sit down with clients that work in tech and they’re looking for an advisor, I’m really confident that that client will choose me because I’ve built the business specifically for this demographic.” Finding And Growing A Purpose-Fueled Niche (Steve Sanduski, Between Now And Success) A more effective approach (though potentially counterintuitive) for reassuring clients: “By blindly espousing the ‘it’s not different this time’ mantra, you may be creating more stress, which is the opposite…
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Weekend Content for New Financial Planners (September 5-7, 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 simple system for building and maintaining your important relationships: “What I love about Weisberg’s story is that it shatters so many myths about the best networkers, also known as superconnectors. You don’t need to be rich, charming, extroverted, or part of the old boys’ network. You can be kind, generous, helpful, and sincere without engaging in the transactional tit-for-tat thinking. And what emerges is both quite simple and spectacularly powerful. A tribe of like-minded and kind-hearted people each trying to impact…
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Weekend Content for New Financial Planners (August 1-2, 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. XY Planning Network advisor Leslie Ransom changed careers as a 40-something, gained an internship, and now works as a paraplanner to help build the RIA she started from scratch: “I said alright I’m going to go be an intern at, I don’t know how old I was, 40-something. Plus, I needed the experience to order to be a CFP because you have to have a certain number of years of experience.” Jumping Careers In Her 40s And Building Confidence In The…
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Weekend Content for New Financial Planners (July 11-12, 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 Planner and FPA leader Hannah Moore's story and her top advice for new financial planners: "And I see that [isolation] in spades with younger planners. I talk to them all the time. Where they’re working at some big-name shop or broker-dealer or something, and they have no idea there’s a world outside of there. And so that’s isolation. They don’t know what else is out there."
