“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. Founder and president of Wealth Consulting Partners Gavin Spitzner sits down with Ron Bullis for a wide-ranging interview including [Podcast and Video]: What areas new advisors can focus on to grow faster How he sees the industry changing over the next 5 to 10 years What it will take for financial planning to truly be considered a profession Gavin Spitzner | The Future Of Advice [Ron Bullis, Lifeworks] ICYMI: How to systematize “surprising and delighting” clients and become more referrable [Video]:…
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Weekend Content for New Financial Planners (August 29-30, 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. Success stories from financial advisors with non-traditional backgrounds: “My major was chemistry and, after a career in the pharmaceutical industry, I began working as an independent consultant. As my interest in the financial markets increased, I began exploring options for an “encore” career in the financial industry.” You Don’t Have To Be A Major In Business To Be A Financial Planner (Ginger Szala, ThinkAdvisor) New Planner Recruiting’s Caleb Brown covers 5 reasons to consider a career in financial planning: “The relationship that…
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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 25-26, 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. Thinking about financial planning similar to doctors practicing medicine: “Financial advisors obviously aren’t saving lives like doctors do. But financial problems are a leading cause of stress in our lives. And I have to wonder – if more financial advisors started thinking more like doctors would this actually reduce the financial stress that occurs for so many people? My guess is yes.” Should We Treat Financial Advisors More Like Doctors? (Cullen Roche, Pragmatic Capitalism) How sharing your story through social media content can…