“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. Flow Financial Planning founder Meg Bartelt opens up about her seven-year journey as an RIA owner including her new perspective towards business planning, challenges you may want to anticipate, and more [Article]: “I knew I was stressed out and unhappy last year. And, perhaps because, as my business coach says, I have a ‘low tolerance for suffering,’ I spent a lot of time thinking about ‘why am I so stressed out and unhappy?’ I ended up hiring a personal therapist at the…
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Weekend Content for New Financial Planners (August 20-21, 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. Dr. Brad Klontz on a range of financial psychology topics including [Podcast]: The importance of “Financial Flashpoints” and “Money Scripts” Biological forces that keep clients from saving more How to overcome “Relative Deprivation” And more… “What’s fascinating is that when people are doing things right around money, it’s actually going against all of their biological, social, and evolutionary conditioning. I think it’s a really important point. … Your genetics have set you up to not save.” Harnessing The Power Of Financial…