“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. Head of StoryBrand Dr. J.J. Peterson shares an overview of the “StoryBrand” marketing messaging framework and explains the importance of “narrative transformation” for prospective clients to take action [Podcast]: “When I brought the StoryBrand framework to them they were like ‘Holy cow, this is a simplified version of everything we’ve been trying to do and teach.’ That’s what drew me to it. It blew me away and it blew them away. So, the StoryBrand framework is basically ‘How does story work?’…
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Weekend Content for New Financial Planners (December 31, 2022 – January 1, 2023)
“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. Former chair of the Financial Planning Association Dr. Dave Yeske on the value of journaling about your professional development, volunteering to build your “network,” the evolving role and skillset of financial planners, and more [Podcast or Video]: “It’s now become unambiguously clear to everyone that the quantitative part of what we do as financial planners is, honestly, the easy part: it’s various applications of time value of money concepts, nine times out of 10. But change is hard. Human beings struggle…
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Weekend Content for New Financial Planners (October 15-16, 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. Dr. Daniel Crosby with a 5-step framework for easier client conversations around market volatility, why advisors should encourage clients to focus on their “personal economy,” and the case for investors buying more of “what they don’t know” [Article]: “Behavioral finance and soft skills add ‘hard’ value to clients. Relational and behavioral considerations are the only enduring competitive advantages in our space. Technology can serve as a point of differentiation for a time, but today’s cutting-edge tech becomes tomorrow’s table stakes. So…
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Weekend Content for New Financial Planners (September 10-11, 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. Thomas Kopelman and Treyton Devore reflect on their exceptional first year in business and cover a wide range of underlying principles and tactics including [Podcast]: The importance of planning and prioritizing every touchpoint in your client experience Auditing activities to recognize which give you energy Outsourcing early And more… “Now an assistant is going to be starting in October because, sure I could make $30,000 more a year if I didn’t hire those roles, but also I couldn’t scale at one…
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Weekend Content for New Financial Planners (August 13-14, 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. Trailhead Planners co-founder Morgan Ranstrom encourages taking a fresh look at what we are building to ensure our mimicking nature doesn’t get the best of us [Article]: “We are mimicking machines. We endlessly model our heroes, attempting to be just like them. How many financial advisors do you know who are obsessed with running a 1 million dollar practice? By the way, I’m one of them, and I’m still unsure if the desire is arising authentically or because I’ve been taught…
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Weekend Content for New Financial Planners (February 5-6, 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. Anna N’Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly share their inspiring stories and thoughts on representation, equity, and more [Podcast or Video]: “It just means opportunity. We’re an example: it doesn’t matter your background and it doesn’t matter where you come from. You are born with these abilities, intelligence, and the skills that you need to be successful.” Anna N’Jie-Konte, Dr. David Rhoiney, & Emlen Miles-Mattingly On Self-Determination & Representation [Dasarte Yarnway, The Human Advisor] Penny Phillips with six non-traditional KPIs…
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Weekend Content for New Financial Planners (January 1-2, 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. ICYMI: Michael Kitces and Carl Richards discuss “impostor syndrome” including [Podcast or Video]: Why impostor syndrome matters and a common definition Recognizing incremental expertise is all that is required How impostor syndrome correlates to opportunities How to deal with impostor syndrome “Michael: The part that has stuck for me was someone who had said, ‘Just remember, in the land of the blind, the one-eyed man is king.’ You don’t have to know more than anyone in the world. Because the leading…
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Weekend Content for New Financial Planners (November 20-21, 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. Robert Sofia’s marketing formula to stand out among other firms: bold, yet “on brand” [Article]: “Braveness begets boldness. Oftentimes we see the same old and do the same old in marketing because we’re too afraid to do anything different. What would our customers think? What would our competitors think? We fear judgment and reactions. So we play it safe. We stick to the path most traveled. This is why so many logos, websites, emails and marketing material look the same within…
