“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 (April 8-9, 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. ProudMouth’s Matt Halloran on the science behind why podcasts are so effective at nurturing prospective clients [Podcast or Video]: The Power Of Podcasting [Candice Carlton & Meg Carpenter, The New Skool] Transitus Wealth Partners founder Ross Marino shares the 4 questions he always asks during introductory meetings [Podcast]: “You do all this work and people get overwhelmed. They can’t follow through. Part of it is: if you have a pain in your knee, don’t talk to me about nutrition because my…
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Weekend Content for New Financial Planners (July 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. Snappy Kraken’s Robert Sofia and Journey Strategic Wealth’s Penny Phillips highlight foundational marketing principles including [Video]: Common marketing missteps and the client/advisor “Interest Intersection” The importance of story and messaging when building your firm’s branding Why recognizing context throughout your marketing is imperative And more… The Importance Of Marketing In Wealth Management [Shannon Rosic, WealthManagement.com] Dr. Nicole Boyson wades through what can be a confusing world regarding conflicts of interests in varying firm models including the history of these models, Regulation…
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Weekend Content for New Financial Planners (August 7-8, 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. Megan Carpenter in a wide-ranging interview including [Podcast]: The importance of being flexible in your career path early on The advantages in leveraging your story for your marketing Her evolving view of work-life balance “You have your own ‘why,’ your own passion for why you do what you do. You have your own demographic and psychographic that you serve. You have your own change that you’re trying to create. Your own business. And the truth is: that cannot be replicated by…
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Weekend Content for New Financial Planners (February 13-14, 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. Investopedia Top 100 advisor Kyle Moore shares eleven principles that distinguish top advisors: Bestselling author and Collaborative Fund partner Morgan Housel explains why the best storyteller wins (relatedly, “Building A StoryBrand” is a great resource if you are trying to improve storytelling in your marketing, sales, etc.) [Article: 6-minute read]: “A truth that applies to many fields, which can frustrate some as much as it energizes others, is that the person who tells the most compelling story wins. Not who has…
