“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. Snappy Kraken’s Robert Sofia with the 5 pillars of marketing for advisors and the importance of creating “curiosity loops,” and “trust signals” [Podcast]: “So, if you can start also evoking emotion, positive emotions associated with your brand are especially powerful, then people remember you. Ultimately, when you use boldness, uniqueness, and memorability, together, you get noticed, you motivate people to learn more about you to investigate, and you claim a piece of mental space so that even if they don’t need…
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Weekend Content for New Financial Planners (June 19-20, 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. Michael Kitces guests on the InvestmentNews podcast and covers: what factors contribute to a bonafide niche today (versus differentiators that are becoming ubiquitous) the actual driver of a shift away from the AUM model (and why it’s not a broken model) thoughts on cryptocurrencies [Podcast: 71-minutes]: “For any individual advisor, the question becomes: How are you going to be better than the competition to win more than your share? How are you going to be different than your competition to win…
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Weekend Content for New Financial Planners (February 13-14, 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. Investopedia Top 100 advisor Kyle Moore shares eleven principles that distinguish top advisors: Bestselling author and Collaborative Fund partner Morgan Housel explains why the best storyteller wins (relatedly, “Building A StoryBrand” is a great resource if you are trying to improve storytelling in your marketing, sales, etc.) [Article: 6-minute read]: “A truth that applies to many fields, which can frustrate some as much as it energizes others, is that the person who tells the most compelling story wins. Not who has…
