“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…
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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…