“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. FiComm CEO and co-founder Megan Carpenter on the importance of public relations (even for solo advisors); 3 easy, free ways to get started; and how PR’s changed in today’s media landscape [Podcast]: “We love PR as sort of a marketing lever that you can pull because of its ability to help to generate credibility. When you’re seen as an expert source in a trusted publication, it goes a really long way to helping your potential buyer, existing client, or your strategic…
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Weekend Content for New Financial Planners (November 21-22, 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. “The Advisor of Tomorrow” podcast guest TJ van Gerven shares lessons learned after launching a firm from scratch, including prioritizing building systems and processes, maintaining confidence during slow times, and being strategic with social media: [Video and Podcast]: “Focusing on processes and systems early on – even when you have that free time – because, like you said, you need to build it for 3-4 years down the road. It’s just hard. It’s easy to say what you should do in…
