The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. 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. While social media marketing can offer enormous upside, there are a handful of mistakes financial advisors often make. Samantha Russell covers seven common mistakes, helpful best practices, and much more [Video]: “Anybody here, if I asked you, ‘What was your best-performing social media post of all-time?’, most of you will probably tell me that it was…
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Weekend Content for New Financial Planners (August 19-20, 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. How to quickly build and maintain trust with clients [Article]: “A study conducted by the Harvard Business Review assembled two groups of people and instructed them to have one-on-one conversations within their respective groups. The first group was told to ask no more than four questions within a 15-minute period. The second group was told to ask at least nine questions in the same amount of time. Feedback from the participants produced an incredibly valuable insight: The participants in the second group…
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Weekend Content for New Financial Planners (July 31 – August 1, 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 Cialdini’s new “unity” principle of persuasion and primers on “social proof” and “scarcity” for effective marketing [Podcast or Article]: “There was a study of 6,7000 e-commerce websites where they did A/B testing of various kinds of factors that were on the site and looked to see which were the most powerful in turning prospects into converts. They looked at 29 different factors. Some of them were economic like is there free delivery. Some of them were technological: is there a…
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Weekend Content for New Financial Planners (May 29-31 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. Industry recruiting veteran Shannon O’Toole with excellent, all-encompassing advice for your next interview [Podcast: 28-minutes]: “I think it’s an interesting time right now to be a candidate. I do, from my perspective, think that the industry has a shortage of talent. You can be a little bit more picky right now as a candidate. So, just as I tell a firm owner that they really need to think about who it is they want to hire and what those values and…
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Weekend Content for New Financial Planners (December 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. Cranbrook Wealth’s Casey Bear and Logan Ross on how to find your fit in the industry, being selective with offers, and the approach the two took to develop Ross into a lead advisor of 50 ultra-affluent clients by age 29 [Podcast]: “At first, I was extremely nervous. I think any 24-year-old would be. I just kept spiraling the snowball effect of working with one big family, then another, and another. Having Casey right there in front of me. He’d bring me…
