“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 (July 24-25, 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…
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Weekend Content for New Financial Planners (February 6-7, 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. Samantha Russell with Twenty Over Ten shares a day-by-day workflow to get more out of your social media strategy [Article: 5-minute read]: “Well, it’s not a secret anymore. At Twenty Over Ten, I have a weekly checklist to maximize our social media efforts. I’m a huge believer in checklists and implementing this one maximizes our social media reach effectively and efficiently. Best of all, this checklist can be adjusted to fit any advisory businesses’ schedule.” My Daily Checklist For Dominating Social Media…
