“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. Plancorp’s Chief Planning Officer Brian King covers the most notable planning opportunities from SECURE Act 2.0 (both for pre-retirees and early accumulators) [Podcast or Video]: “It includes many more provisions (than SECURE Act 1.0). It’s a longer bill. There are more things to think about. (Though our perspective, and I think the perspective that you will hear from others, is that there is no one, single provision that rises to the level of the death of the ‘Stretch IRA’ that came…
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Weekend Content for New Financial Planners (February 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. Dr. Daniel Crosby shares research-backed principles for how to become a more influential advisor [Podcast]: “Let me be unequivocal here: there is no competency that is as important as influence for a financial advisor. It is the meta-skill. It is the meta-competency. The reason I say this is every facet of an advisor’s job has influence at the heart of it. Business development is influencing people to partner with you to part with their hard-earned cash in exchange for your goods…
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Weekend Content for New Financial Planners (January 28-29, 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. Xena Financial Planning founder Danika Waddell and All The Colors founder Diana Yáñez share an introduction to financial coaching and financial life planning including [Video or Podcast]: The shift in the role from “dictating advice” to letting clients drive more of the planning process Related behavioral benefits of increased client “buy-in” The impact on meeting agendas And more… “If you put something into your GPS to go from Point A to Point B, it’s going to give you the fastest route.…
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Weekend Content for New Financial Planners (December 24-26, 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. “The Human Side of Money” podcast host Brendan Frazier shares the best lessons and insights from his outstanding guests over the past year, touching on topics including [Podcast]: How to create a “Goal Hierarchy” that emphasizes the “Why” behind goals to actually create behavioral change and strengthen your client relationships The importance of question ordering and when to use statement prompts instead of questions to get better answers from clients The effectiveness of the “EAR” framework in client communications And more……
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Weekend Content for New Financial Planners (November 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. ICYMI: If you are considering starting your own firm, XY Planning Network co-founders Michael Kitces and Alan Moore share the latest data on their members including [Podcast or Video]: What to expect in revenue during your first 2 years Revenue and profitability for advisors who have a niche Profit margins by firm type (solopreneur, boutique, and enterprise) after reaching 75 clients And more… [Kitces]: “The question is when your marketing starts getting going, when your firm gets traction, when you begin…
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Weekend Content for New Financial Planners (August 6-7, 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. XY Planning Network co-founder Alan Moore covers all things entrepreneurship and getting your start in the industry including [Podcast]: The biggest growth factor for new RIAs The best action steps to take today if you are several years out from starting your firm Mistakes to avoid when considering starting an RIA The average industry experience of XYPN’s most successful, new advisors How to get the most out of industry conferences And more… “What we find is that the firms who put…
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Weekend Content for New Financial Planners (May 7-8, 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. Natalie Taylor’s “Impact Filter” and a “Values-Goals-Behavior” framework for high client buy-in and implementation rates [Podcast]: “It’s very important to me that my clients take ownership and that it’s their decision, and not mine. So, if they’ve decided that this is the picture of their life that they want to go towards, that these are the core values that are important to them, and that these are the goals they want to pursue, then I can help them know what the…
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Weekend Content for New Financial Planners (April 16-17, 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. ICYMI: Josh Brown on building a successful career in the industry [Article]: “It works. It’s how Wall Street became Wall Street and Silicon Valley became the Valley. Nobody is born on Wall Street. None of the digital fortunes emanating from the campus of Stanford outward were magically discovered by the locals. Smart, successful people followed each other to these places and pulled trillions of dollars in value out of the molecules in the air around them. No oil strikes, no diamond…
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Weekend Content for New Financial Planners (April 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. Taylor Schulte shares his top marketing strategy for advisors and provides a framework for setting proper expectations for each stage of your marketing funnel [Podcast]: “It would take 12+ months and potentially thousands of dollars, depending on her skill set and expertise and willingness to learn, to rank for hyper-specific keywords that her ideal client is typing into Google. That’s likely not the answer that Jess is looking for. It might also take 2-3 years for her to launch a podcast…
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Weekend Content for New Financial Planners (February 26-27, 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. Chequers Financial Management founding partner Megan Gorman and Buckingham’s Steven Atkinson cover a lot of interesting ground including [Podcast]: How she found her niche by leaning into her curiosity (and ignoring what she was “supposed” to be like) How Megan handles the “rejection” from prospective clients who ultimately go with another advisor Leaning into her clients’ definition of wealth to provide them with a sense of security And more… “I think early on in my career I had to come to…
