“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…
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Weekend Content for New Financial Planners (October 29-30, 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. One of the most valuable podcast episodes I’ve listened to all year, Bob Seawright shares a number of actionable behavioral finance best practices and covers topics including [Podcast or Video]: A review of “Closed versus Open” systems and Inductive versus Deductive reasoning The advantage of holding our views probabilistically Questions to combat confirmation bias How to make fewer decisions and the importance of checklists A reminder that money is a means to an end And more… “As an advisor, I think…