“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. Meir Statman on a range of behavioral finance topics including [Podcast]: The difference between using money for happiness versus well-being and why he encourages the latter How advisors can use behavioral finance to grow their business Misunderstood behavioral biases How advisors can get clients to “open up” more easily And more… “I think of financial advisors as well-being advisors. Financial advisors are more than wealth managers. They are well-being managers. They are in the business of helping people find well-being. ……
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Weekend Content for New Financial Planners (October 10-11, 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. Prospect conversion efficiency, ability to focus on financial planning, and other benefits of authentic, compelling marketing content: “‘It’s not that we think we know everything, a lot of what we’re writing about deals with the uncertainty of the subject matter and all of the things that are unknowable,’ he said. ‘Being willing to say, ‘alright, we’re pretty smart, but there’s a lot we still don’t know and here’s how we think about that,’ that resonates with readers.'” Ritholtz CEO Josh Brown…