“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 Danika Waddell and All The Colors founder Diana Yáñez share an introduction to financial coaching and financial life planning including [Video or Podcast]: The shift in the role from “dictating advice” to letting clients drive more of the planning process Related behavioral benefits of increased client “buy-in” The impact on meeting agendas And more… “If you put something into your GPS to go from Point A to Point B, it’s going to give you the fastest route.…
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Weekend Content for New Financial Planners (January 21-22, 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. Buckingham Wealth Partner’s Chief Planning Officer Jeff Levine shares [Podcast with Transcript]: New income tax planning opportunities in 2023 The 2 primary principles of tax planning A review of the inherited IRA rules How to reduce RMDs And more… “The other thing I would say is that a low-income year is a terrible thing to waste. Sometimes I hear people say, ‘I had almost no tax bill this year.’ And I look, and I say, ‘I’m so sorry.’ If you’ve done…
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Weekend Content for New Financial Planners (January 7-8, 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. Snappy Kraken’s Robert Sofia with the 5 pillars of marketing for advisors and the importance of creating “curiosity loops,” and “trust signals” [Podcast]: “So, if you can start also evoking emotion, positive emotions associated with your brand are especially powerful, then people remember you. Ultimately, when you use boldness, uniqueness, and memorability, together, you get noticed, you motivate people to learn more about you to investigate, and you claim a piece of mental space so that even if they don’t need…
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Weekend Content for New Financial Planners (October 22-23, 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. Sensible Money founder and CEO Dana Anspach shares her origin story and covers a range of retirement planning topics including [Podcast]: Her all-weather portfolio approach and why she relies on individual bonds instead of bond funds Factors to consider when making the mortgage pay-off decision Her process and philosophy behind long-term care planning When she recommends using annuities And more… “It started with a focus on what we all call sequence risk—how do you build and design portfolios that can help…
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Weekend Content for New Financial Planners (April 24-25 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. Why Facebook will soon be putting a higher premium on quality, engaging content and how to boost your Facebook organic reach with an “engagement stack” [Article: 12-minute read. Podcast: 47-minutes.]: “With the upcoming iOS changes and Google Privacy Sandbox, off-platform actions are going to be harder for Facebook to track. Because they’ll be more limited in the data they can collect, content on the Facebook platform will become even more important.” How To Improve Your Facebook Organic Reach [Michael Stelzner, Social Media…
