“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. Publishing Reminder: As I mentioned last month, I am pausing publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you again for your understanding! If you enjoy productivity and time management tips, you are in for a treat. Michael Kitces shares how he manages his 6 businesses by “Theme-ing” his days, scheduling “Flex Time,” and much more [Podcast]: “I will track the amount of what I essentially call ‘Flex Time,’…
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What’s Trending For New Financial Planners (April 2024)
“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. Publishing Note: After next month’s edition of “What’s Trending,” I am going to pause publishing over the summer. I need to prioritize a few other projects for at least the next few months. Thank you for your understanding! XYPN advisor Cathy Curtis on how to get comfortable charging what you’re worth [Podcast with Transcript or Video]: “If you show your value early on with the client, they’re willing to pay. People recognize value. They do. And they will pay you. I…
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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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What’s Trending for New Financial Planners (September 9-10, 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. Carson Group’s Jamie Hopkins on what the CFP® designation means today, opportunities designed to keep new financial planners in the industry longer, and more [Article]: “It’s been wonderful to see the retention. We haven’t lost a single person in this program, compared with a really high attrition rate across the industry in that first two-year period. We are recognizing that the old sink-or-swim mentality is not going to change this problem. I believe the W2 approach is crucial for the beginning…
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Weekend Content for New Financial Planners (September 2-4, 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. How to confidently raise your fees for existing clients [Article]: “It’s natural and normal when you are starting out. You might take a client who isn’t paying you market prices (fees), and it is also normal for non-professional salespeople to find themselves waffling fees early on in their career or when they are launching their practice/firm. It’s the problem that comes when you finally figure out what you really are worth. You start asking for it and getting it and you…
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Weekend Content for New Financial Planners (August 19-20, 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. How to quickly build and maintain trust with clients [Article]: “A study conducted by the Harvard Business Review assembled two groups of people and instructed them to have one-on-one conversations within their respective groups. The first group was told to ask no more than four questions within a 15-minute period. The second group was told to ask at least nine questions in the same amount of time. Feedback from the participants produced an incredibly valuable insight: The participants in the second group…
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Weekend Content for New Financial Planners (August 12-13, 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. The 3 most effective stories to share with your clients, the science behind decision-making and storytelling, and more [Podcast]: “That’s how people’s brains work. It’s called a synapse system. When you bring up a topic, when you bring up a name, when you bring up a subject, the first thing that comes to people’s recollection is the emotion associated with that particular thing. Then, the rationale comes up about six seconds later. I mention that because our brains are storytelling machines.…
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Weekend Content for New Financial Planners (July 22-23, 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. New Planner Recruiting’s Caleb Brown and Elevant Wealth’s Taylor Love discuss how new financial planners can get over fears of sitting down with clients, how to get started in the industry, and more [Podcast]: “So, at first, when I heard about this Elevant Wealth, I wasn’t 100% sure for a couple of reasons. I’ve learned that RIAs, fee-only is kind of the most holistic, transparent, and in the best interest of the clients. So, I kind of wasn’t interested in anything…
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Weekend Content for New Financial Planners (July 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. Uncovering blind spots in retirement planning and how to replace the nonfinancial benefits that careers provide [Podcast]: “The biggest surprise was the question that we asked was, for those that have retired, or will, for those that haven’t retired—was the transition to retirement smooth or will the retirement transition be smooth for you? And only 51% of the retirees agreed or strongly agreed with that statement, which means that half of them struggled with the transition. And remember, this was a…
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Weekend Content for New Financial Planners (June 10-11, 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. Three disciplines within the psychology of financial planning—and how each can be implemented [Article]: “Since the CFP Board added the psychology of financial planning as a required competency for certified financial planners in 2022, I’ve often heard the separate disciplines—financial therapy, behavioral finance, and client psychology—used interchangeably. That’s not surprising. The psychology of financial planning as practiced by a planner is broad-based and holistic. It focuses on how financial planners influence the client’s behaviors with their words and actions as well…