The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Publishing Note: After next month’s edition of “Inside Out,” I am going to pause publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you for your understanding! Taylor Schulte with advice for new advisors looking to publish their first piece of content, what wins in SEO today, the tools he uses to validate highly searched blog post ideas, and more [Podcast]: “This is scary and hard to do, but you’ve got to just put it out there and kind of…
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Weekend Content for New Financial Planners (January 14-16, 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 founder Taylor Schulte on [Podcast interview begins at 8:35-mark]: The biggest mistakes new financial planners make The big trends he sees with new financial planners The future of the planning industry And more… “I think one of the biggest mistakes that planners make—and I can certainly fall into this trap as well—as we’re going through difficult times, clients are asking really good questions or they’re venting to you, and we want to solve their problem right away, we want…
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Weekend Content for New Financial Planners (November 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. 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 (February 12-13, 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. Ric Edelman and Steve Sanduski on how to future-proof your practice in light of exponential technologies, increasing longevity, blockchain, and more [Podcast or Video]: “The medical scientists, technologists, physicists, and researchers are all showing us that we are not only living longer than ever, the life expectancy now is about age 88, but life expectancy is growing. We’re adding about a month a year to our life expectancy. By 2035, we’ll be adding a year a year, which means every year…
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Weekend Content for New Financial Planners (November 13-14, 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. The Collaborative founder and president Beverly Flaxington on how curiosity can lead to better EQ and financial planning [Podcast]: “In fairness to advisors, they do an excellent job of presenting what they do well: the plan is good, the portfolio is good, etc. But, you have to understand that sometimes what is underneath what someone presents to you is a little different than what you have answered on the face of it. Listening with empathy means I have a real curiosity…
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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…
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Weekend Content for New Financial Planners (May 8-9 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. How Thomas Kopelman picked up 5 new clients in about 6 months through his Instagram efforts and how he structures his fee model to make serving millennials profitable [Video: 22-minutes]: How To Utilize Instagram To Grow Your Business [Samantha Russell, Twenty Over Ten] The anatomy of an effective marketing funnel and the importance of “micro-commitments” [Podcast: 53-minutes]: “There is some large financial event that happens once every two years. So the goal [at the] top-of-funnel is not to move the money.…
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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…
