The Advisor Project

Benjamin Daniel
  • Home
  • About
  • Resources
  • Disclaimers
Menu
  • Home
  • About
  • Resources
  • Disclaimers
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (March 18-19, 2023)

    March 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. Deirdre Van Nest on the 3 stories every financial planner must share with prospective clients [Podcast]: “There’s that skepticism that’s already built in. Then you have to add in the fact that people are fearful of talking about money in general. It’s kind of a taboo subject. Many of us, myself included, were raised in households where you just don’t talk about that. That’s very private business. You don’t talk about that. So, there’s already sort of this hiding mentality around…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (February 25-26, 2023)

    February 26, 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. Wired Planning’s Brendan Frazier on how to position behavioral coaching in prospective client meetings, easy-to-implement and effective behavioral tactics, and more [Podcast]: “That’s the first thing we need to realize: it’s not about what you want, what you want to tell them, and the value that you perceive. It’s about communicating the value and the results that they want and that they need… I get it because I’ve been there. Where you know how valuable this is. You just want to…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (November 19-20, 2022)

    November 20, 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. Dare to Dream Financial Planning founder Anna N’Jie Konte shares the story of how she decided to go independent, the personal reasons for choosing her niche serving minority female entrepreneurs, why you don’t have to have it all figured out before launching your own firm, and more [Podcast or Video]: “I relocated to the D.C. area from New York, tried my hardest: got my CFP, got life and health insurance…all of these licenses. Things that you think are supposed to help…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (July 23-24, 2022)

    July 24, 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. Why Samuel Deane narrowed his niche, the importance of conducting “user interviews,” his 5-step inbound content marketing framework, and more [Podcast]: “I didn’t spend a ton of time in the industry, so I didn’t go through like any extensive sales training or anything like that. So, I am not someone who likes rejection. Yes, I’m an entrepreneur, and yes I take risks and those sorts of things, but I would much rather ‘put my brain on the Internet’ and let people…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (October 16-17, 2021)

    October 17, 2021

    “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. Two pieces of content on the topic of empathy to kick off this week: Investopedia’s Caleb Silver hosts Gary Vaynerchuk and the two discuss when Gary realized the importance of empathy and how it has made him a better businessperson [Podcast at 26:30-mark]: “I had a lot of emotions and feelings – but they were my superpower. And I knew as I got older and older and older it became very clear to me how to harness it. I’m so proud…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (September 4-6, 2021)

    September 6, 2021

    “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. Financial planner, fintech consultant, and Monarch Money’s Head of Financial Advice Natalie Taylor on [Podcast]: The importance of “Big Wins” early on during implementation How she presents information to clients to encourage ownership Why she optimizes around implementation rather than “perfect financial planning” A handful of solid marketing tips around messaging “On a website, it’s about them knowing they landed in the right place because of who they are and not because of who you are. You want to help them…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (July 24-25, 2021)

    July 25, 2021

    “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. WealthVoice founder Emily Binder on [Video or Podcast]: leveraging emerging technology to develop deeper client relationships and prospective client engagement while becoming more efficient the distinctions between branding versus sales and features versus benefits the importance of social media marketing and how to get started How To Better Connect With Clients Through Emerging Technology [Dasarte Yarnway, The Human Advisor] A framework for resetting client expectations (using delegating email as an example) [Podcast]: “And so as with email and everything else, we…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (March 20-21, 2021)

    March 21, 2021

    “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] Shorebridge Wealth Management financial advisor and author Ashby Daniels takes us through his approach to personal branding, how he thinks about content marketing, and the benefits of “learning in public” [Podcast: 32-minutes]: “When I started writing on my blog, which I guess is the essence of the personal band that most people would associate with me, I really did it as more of a way to be in constant communication with my clients. … I just think it’s super-valuable to…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (January 30-31, 2021)

    January 31, 2021

    “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: Define Financial’s Taylor Schulte shares two straightforward SEO strategies that produce outsized results [Article]: “In January 2018, organic search traffic (i.e., the number of people who visited my website as a result of using a search engine) for my website lagged at around 280 visits per month. After spending time learning the basics of SEO and updating my website to give search engines better information, I immediately began to see results. By the end of 2018, monthly organic search traffic…

    Read More
    Benjamin Daniel No Comments
  • Weekend Content for New Planners

    Weekend Content for New Financial Planners (January 16-17, 2021)

    January 17, 2021

    “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. Financial advisor marketing consultant Sara Grillo shares the one word that gets qualified prospects to say ‘yes’ [Article]: “When you want to persuade someone to do something, you have to show them the positive opposite of what they are doing. Instead of arguing or throwing confusing claptrap at them, help the person visualize a more positive scenario that is the result of behaving differently from how they are currently.” The One Word That Closes Prospects (Sara Grillo, Advisor Perspectives) ICYMI: Michael Kitces and Carl…

    Read More
    Benjamin Daniel No Comments
 Older Posts

Recent Posts

  • Mar 19, 2023 Weekend Content for New Financial Planners (March 18-19, 2023)
  • Mar 12, 2023 Weekend Content for New Financial Planners (March 11-12, 2023)
  • Mar 05, 2023 Weekend Content for New Financial Planners (March 4-5, 2023)
  • Feb 26, 2023 Weekend Content for New Financial Planners (February 25-26, 2023)
  • Feb 19, 2023 Weekend Content for New Financial Planners (February 18-19, 2023)

Categories

  • Book Notes
  • CFP Curriculum Discussion Questions
  • CFP Curriculum Recaps
  • Credit
  • Financial Planning
  • Financial Planning Articles
  • Industry Insights
  • Investing
  • Marketing
  • Planning Profession
  • Practice Management
  • Retirement
  • Sales
  • Savings
  • Taxes
  • Weekend Content for New Planners

Archives

  • March 2023 (3)
  • February 2023 (4)
  • January 2023 (5)
  • December 2022 (4)
  • November 2022 (4)
  • October 2022 (5)
  • September 2022 (4)
  • August 2022 (4)
  • July 2022 (5)
  • June 2022 (4)
  • May 2022 (5)
  • April 2022 (4)
  • March 2022 (4)
  • February 2022 (4)
  • January 2022 (5)
  • December 2021 (4)
  • November 2021 (4)
  • October 2021 (5)
  • September 2021 (4)
  • August 2021 (5)
  • July 2021 (4)
  • June 2021 (4)
  • May 2021 (5)
  • April 2021 (4)
  • March 2021 (4)
  • February 2021 (4)
  • January 2021 (5)
  • December 2020 (4)
  • November 2020 (5)
  • October 2020 (4)
  • September 2020 (4)
  • August 2020 (5)
  • July 2020 (2)
  • June 2020 (2)
  • May 2020 (2)
  • April 2020 (2)
  • March 2020 (1)
  • February 2020 (1)
  • January 2020 (1)
  • December 2019 (1)
  • November 2019 (1)
  • October 2019 (1)
  • September 2019 (1)
  • August 2019 (1)
  • July 2019 (1)
  • June 2019 (1)
  • May 2019 (1)
  • April 2019 (1)
  • March 2019 (2)
  • February 2019 (2)
  • January 2019 (4)
  • December 2018 (6)
  • September 2018 (3)
  • August 2018 (5)
  • July 2018 (4)

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org