“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 (January 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. ICYMI: Morgan Housel on the advantages of combining several “little things” to create the extraordinary [Article]: “Same with people. It’s tempting to want to find the one big skill that will set you apart. But most incredible things come from compounding, and compounding isn’t intuitive because the incremental inputs are never exciting on their own. A few little things that are easy to ignore yet work wonders when combined together…“ Big Skills [Morgan Housel, Collaborate Fund] Twenty Over Ten’s Samantha Russell…
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Weekend Content for New Financial Planners (December 25-26, 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. Brittney Castro covers all things marketing including [Podcast or Video]: The importance of investing in your personal brand How to develop your voice Her content marketing strategy And more… “Quite frankly, like with most of the opportunities that I get, they just found me. They found me through social media and the content I was developing. So, I have been very fortunate that most of the clients that when I started the RIA and a lot of the speaking and brand…
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Weekend Content for New Financial Planners (November 27-28, 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. Angie Herbers’ client communication framework for addressing concerns (like hyperinflation) from fearful clients in a way that maintains credibility [Article]: “Preserving your credibility begins with good communication. And good communication is rooted in knowing what you don’t know until you do. Many times, that simply means being confident enough to admit it, which is the burden we professionals carry with us each day.” Ask Angie [Angie Herbers, CityWire RIA] How to build a practice that avoids, as Michael Kitces puts it,…
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Weekend Content for New Financial Planners (July 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. WealthVoice founder Emily Binder on [Video or Podcast]: leveraging emerging technology to develop deeper client relationships and prospective client engagement while becoming more efficient the distinctions between branding versus sales and features versus benefits the importance of social media marketing and how to get started How To Better Connect With Clients Through Emerging Technology [Dasarte Yarnway, The Human Advisor] A framework for resetting client expectations (using delegating email as an example) [Podcast]: “And so as with email and everything else, we…
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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 (July 3-5, 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. An overview of how to best use social media platforms whether your goal is networking with peers/media, top-of-funnel marketing, or advertising [Article]: “There is a significant difference among the audience members of social media platforms. If you’ve seen little ROI from social media, you are spending too much time or money on the wrong platform. … Discovering where your audience spends their time is the first step. Creating content that appeals to your audience and fits the tone of their chosen…
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Weekend Content for New Financial Planners (June 26-27, 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. Angie Herbers shares the pivotal moments in her life and career, the “diamond team” concept, and more [Podcast: 81-minutes]: “I wanted to start a consulting business to help financial advisors, but the odds were very small. First, the market was very small. The average size advisory firm at that time $400,000 in revenue. They likely didn’t have a whole lot of money – this is what the story I was telling myself – they likely didn’t have a lot of money…
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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…