“What’s Trending 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. Jason Wenk and Dasarte Yarnway share the principles and practices from the top advisors they interviewed in 2023 as well as a few predictions for 2024 [Podcast with Transcript]: “Having done this for so long and talked to so many advisors for so many years, most people, when they have a big breakthrough, it’s something they already knew. So, it’s not like we don’t know being focused is a good thing. But then we meet with these advisors that are performing…
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What’s Trending for New Financial Planners (December 2023)
“What’s Trending 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. 3 steps to take before the end of the year to hit the ground running in 2024 [Video]: What ALL Advisors Should Get Done In December [Penny Phillips, Practice Management With Penny] If the idea of setting new business targets for another year feels a bit uninspiring, an alternate question to consider asking [Article]: “I’m very much in the musing/brainstorming part of the process. For inspiration, I’ve asked several colleagues what excites them as they look forward to 2024 in their business. And…
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Weekend Content for New Financial Planners (June 3-4, 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. ICYMI: Michael Kitces shares his thoughts on A.I.’s impact on the profession including what he sees advisors doing in the future, the types of clients who will continue to hire advisors, and the obstacles consumers face to fully embrace A.I. [Podcast or Article]: “First of all, at a high level, I’m a tech nerd at heart. I love my tech. I like playing with my tech. I’m bullish on tech in the way that tech plays out in positive ways. But,…
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Weekend Content for New Financial Planners (April 1-2, 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. Timothy Financial Counsel founder Mark Berg on the “Blue Ocean” opportunity that the hourly compensation model offers as well as its many misconceptions [Podcast]: “So, first of all, starting a business is hard period, whether you’re doing it hourly or assets under management. As you know from the statistics, there’s a high percentage of businesses that fail after the first five years. So, this was a bit of an unknown. But I did compare to starting a CPA practice, starting a…
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Weekend Content for New Financial Planners (March 18-19, 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. Deirdre Van Nest on the 3 stories every financial planner must share with prospective clients [Podcast]: “There’s that skepticism that’s already built in. Then you have to add in the fact that people are fearful of talking about money in general. It’s kind of a taboo subject. Many of us, myself included, were raised in households where you just don’t talk about that. That’s very private business. You don’t talk about that. So, there’s already sort of this hiding mentality around…
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Weekend Content for New Financial Planners (February 11-12, 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. 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 (January 14-16, 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. Define Financial founder Taylor Schulte on [Podcast interview begins at 8:35-mark]: The biggest mistakes new financial planners make The big trends he sees with new financial planners The future of the planning industry And more… “I think one of the biggest mistakes that planners make—and I can certainly fall into this trap as well—as we’re going through difficult times, clients are asking really good questions or they’re venting to you, and we want to solve their problem right away, we want…
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Weekend Content for New Financial Planners (July 9-10, 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. Snappy Kraken’s Robert Sofia and Journey Strategic Wealth’s Penny Phillips highlight foundational marketing principles including [Video]: Common marketing missteps and the client/advisor “Interest Intersection” The importance of story and messaging when building your firm’s branding Why recognizing context throughout your marketing is imperative And more… The Importance Of Marketing In Wealth Management [Shannon Rosic, WealthManagement.com] Dr. Nicole Boyson wades through what can be a confusing world regarding conflicts of interests in varying firm models including the history of these models, Regulation…
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Weekend Content for New Financial Planners (February 12-13, 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. Ric Edelman and Steve Sanduski on how to future-proof your practice in light of exponential technologies, increasing longevity, blockchain, and more [Podcast or Video]: “The medical scientists, technologists, physicists, and researchers are all showing us that we are not only living longer than ever, the life expectancy now is about age 88, but life expectancy is growing. We’re adding about a month a year to our life expectancy. By 2035, we’ll be adding a year a year, which means every year…
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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…
