“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…
-
-
Weekend Content for New Financial Planners (June 26-27, 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. Angie Herbers shares the pivotal moments in her life and career, the “diamond team” concept, and more [Podcast: 81-minutes]: “I wanted to start a consulting business to help financial advisors, but the odds were very small. First, the market was very small. The average size advisory firm at that time $400,000 in revenue. They likely didn’t have a whole lot of money – this is what the story I was telling myself – they likely didn’t have a lot of money…
-
Weekend Content for New Financial Planners (June 12-13, 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. Morningstar behavioral researcher Samantha Lamas shares studies showing: there may be a difference in what your clients say their goals are and their actual goals how to help clients better identify their actual goals how to communicate the value of behavioral coaching [Podcast: 86-minutes] “They discovered that there is indeed a gap that exists between the goals clients think they want and the goals they actually want. The goals that are truly relevant and important to them. For example, you may have a meeting with…
-
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…
-
Weekend Content for New Financial Planners (April 11-12, 2020)
“Weekend Content for New Financial Planners” is a collection of podcasts, articles, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. This edition of “Weekend Content for New Financial Planners” opens with three articles looking at what it’s like to weather the impact of the coronavirus from the financial advisor’s perspective. Joey Loss with Life Planning Partners displays some vulnerability and a refreshing perspective in describing some of the doubts a young advisor can encounter while encouraging clients to “stay the course.” Bryan Hasling of JW Harrison follows with an insightful blog post detailing the lessons he has learned about managing clients…
