“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. How to confidently raise your fees for existing clients [Article]: “It’s natural and normal when you are starting out. You might take a client who isn’t paying you market prices (fees), and it is also normal for non-professional salespeople to find themselves waffling fees early on in their career or when they are launching their practice/firm. It’s the problem that comes when you finally figure out what you really are worth. You start asking for it and getting it and you…
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Weekend Content for New Financial Planners (February 18-19, 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. Dr. Daniel Crosby shares research-backed principles for how to become a more influential advisor [Podcast]: “Let me be unequivocal here: there is no competency that is as important as influence for a financial advisor. It is the meta-skill. It is the meta-competency. The reason I say this is every facet of an advisor’s job has influence at the heart of it. Business development is influencing people to partner with you to part with their hard-earned cash in exchange for your goods…
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Weekend Content for New Financial Planners (July 2-4, 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. Dr. Daniel Crosby and Rusty Vanneman cover a range of topics around market volatility including advisor self-care, communication processes, and behavioral considerations [Podcast]: The importance of putting on “your own oxygen mask first” A 5-part self-care framework for advisors Communicating your financial planning process’s benefits versus features And more… [Vanneman] “If you have a normal sequence of how you’re communicating with investors, and you’re sending out something special…let’s say you have your clients pretty well-trained. [They’re] thinking long-term and they try…
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Weekend Content for New Financial Planners (March 5-6, 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. Kitces.com researcher Dr. Meghaan Lurtz and Dr. Daniel Crosby cover [Podcast]: A client questioning framework that progressively builds trust and encourages clients to open up How to use the “Peak-End” rule to improve client outcomes Helping clients forecast goals they will actually enjoy How advisors can take better care of themselves as they take care of clients during volatile times And more… “We’re better at being human to each other when know the structure of the way that things move forward.…
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Weekend Content for New Financial Planners (February 26-27, 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. Chequers Financial Management founding partner Megan Gorman and Buckingham’s Steven Atkinson cover a lot of interesting ground including [Podcast]: How she found her niche by leaning into her curiosity (and ignoring what she was “supposed” to be like) How Megan handles the “rejection” from prospective clients who ultimately go with another advisor Leaning into her clients’ definition of wealth to provide them with a sense of security And more… “I think early on in my career I had to come to…
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Weekend Content for New Financial Planners (June 19-20, 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. Michael Kitces guests on the InvestmentNews podcast and covers: what factors contribute to a bonafide niche today (versus differentiators that are becoming ubiquitous) the actual driver of a shift away from the AUM model (and why it’s not a broken model) thoughts on cryptocurrencies [Podcast: 71-minutes]: “For any individual advisor, the question becomes: How are you going to be better than the competition to win more than your share? How are you going to be different than your competition to win…
