“What’s Trending 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. If you’ve set some professional and/or personal goals for the new year, a gentle reminder that to ensure results, we need to build systems [Article]: “…if you don’t support your vision and goals with a system stronger than the resistance you will face (you and all the stuff that gets thrown at you), your desired results will not be realized. It’s not because your intent isn’t good; it’s because you don’t have a system designed to align your time with the…
-
-
Weekend Content for New Financial Planners (May 27-29, 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. Why giving away your best content for free is actually an effective marketing strategy [Article]: “I write articles that frequently tell readers exactly how to do the work my firm is paid to perform for its clients. I am fine disclosing how we design websites, engage in SEO campaigns, produce videos, and utilize artificial intelligence to make our consulting practice more productive and profitable. Why does this make sense, and why should you follow my lead?” Give Away Your Secrets —…
-
Weekend Content for New Financial Planners (April 22-23, 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. Define Financial’s Taylor Schulte shares the new marketing platform he’s experimenting with (and how it fits into his overall marketing strategy), the tradeoffs of adding “friction” to your potential client experience, and more [Podcast]: “The second thing we learned was how to ask better questions during the introductory phone call. The goal of asking better questions is to avoid spending 4 to 6 weeks of our time taking someone through our sales process who has no intention of hiring us. They…
-
Weekend Content for New Financial Planners (July 17-18, 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. If you’re an overachiever looking for a way to boost your productivity or, alternatively, on the edge of burnout, 2X New York Times bestselling author Greg McKeown covers how to make your work feel “Effortless” [Podcast]: “What gradual pace can I sustain? So, once you’ve begun, you need to have not only lower bounds, for example, ‘every day I’m going to open my Google Doc that has my book manuscript in it.’ That’s the lower bound. But you also have to…
-
Weekend Content for New Financial Planners (June 5-6 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. Brian Portnoy explains “funded contentment,” the happiness equation, and how he defines the modern advisor [Video: 14-minutes]: How To Use A Purpose-Based Financial Planning Approach / Grow Episode 46 [Dasarte Yarnway, Altruist] Lessons from growing to $100 AUM in 4 years [Twitter thread]: Lessons From The Past 4 Years [Kyle Moore, Quarry Hill] How to “humanize” the sales process by personalizing “cold” emails with minimal time investment [Podcast: 53-minutes]: “You’re talking about the great sales mystery of over qualifying versus under…
-
Weekend Content for New Financial Planners (January 23-24, 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. New Planner Recruiting’s Caleb Brown shares the most important skill for new financial planners to develop and tactics for doing so [Video, 3-minutes]: The Most Important Skill For A New Planner (Caleb Brown, New Planner Recruiting) Snappy Kraken’s Robert Sofia covers how advisors can turn cold leads into prospects with a more effective conversion system [Article]: “Every day there are droves of qualified prospects seeking financial advice online. Where are they? Why does it feel so hard to connect with them?…
-
Weekend Content for New Financial Planners (December 19-20, 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. RLS Wealth advisor and Advisors Growing As A Community co-founder Justin Castelli’s origin story, the importance of sharing your own story and your “why” in your firm’s marketing, and four factors for successful marketing [Video]: The #1 Missing Ingredient Advisors Forget When Trying To Attract New Clients (Samantha Russell, Twenty Over Ten) Altruist founder Jason Wenk’s marketing workbook covering 7 basic marketing tactics every advisor should be implementing, the importance of copywriting and underlying principles, and a variety of sales personas to…
-
Weekend Content for New Financial Planners (October 24-25, 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. Improve your prospect conversion rate by clearly defining your prospect process, making it “haggle-free,” and showing you’re not a salesperson: “We had a pretty low conversion rate. So we had to make a change early on in what we were doing with people that were contacting us. So one of the first things that we did was we implemented a fee structure for our initial consultation. It was amazing when we did that two things happened: (1) we only got people…
