“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. Ben Carlson with the most important skill for success in the industry [Article]: “The most important skill in finance has nothing to do with math. Creating the best discounted cash flow models in the world won’t help you raise assets from prospective clients. No one really cares about your Microsoft Excel skills if you can’t explain what they’re good for.” The Most Important Skill in Finance [Ben Carlson, A Wealth Of Common Sense] Haystack Financial Planning founder Matthew Ricks’ origin story…
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Weekend Content for New Financial Planners (March 19-20, 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. International bestselling author, executive coach, and psychologist Dr. Moira Somers speaks with Dr. Daniel Crosby about [Podcast]: How to deploy “Rational Compassion” Key drivers to giving advice that sticks The scope of emotion’s role in planning And more… “I used to be a little indignant about the possibility that maybe I wasn’t being effective and [I was like] ‘Wait, a minute, I don’t have control over what they do.’ But you realize, yeah you don’t have control, but you’ve got huge…
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Weekend Content for New Financial Planners (January 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. Onramp’s Caitlin Cook on the power of Twitter and the #FinTwit community [Video]: Why recording meetings to watch your own “game tape” is so important, how to boost buy-in from prospective and current clients, and more [Podcast]: “The opportunity today, that is totally underleveraged, and it’s due to technology, is the ability to observe yourself via game tape. So many professions make copious use of game tape from surgeons, to sports, to music, to otherwise. Why not us? That’s how you…