“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 (September 25-26, 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. Xena Financial Planning founder and financial advisor Danika Waddell shares the blueprint behind her extraordinary growth including [Podcast with Transcript]: What she attributes to gaining 60 clients in her first 12 months When she chose to hire a business coach How she has built her support team And more… “So actually creating some of the workflows and things like that, it’s just not my natural ability, so I hired somebody really early on that, you know, is a business coach, but…