“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 to share your “Why” in your marketing [Article]: “People don’t share your vision if they merely know what you do or how you do it. They share your vision, and will follow you, if they know why you do what you do. ‘Why’ is your belief. ‘How’ is the action you undertake to realize your belief as you do your job. ‘What’ is the result of your actions; the financial plans you create, the solutions you provide, and the advice…
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Weekend Content for New Financial Planners (January 15-16, 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. FiComm Partner’s Megan Carpenter covers all things “authentic marketing” including [Podcast]: What “authentic marketing” actually means An exercise for clarifying and leveraging your own story and authenticity How authenticity can relate to your niche And more… “Every advisor I’ve ever talked to has such a cool story. They don’t tell that story right away. You have to keep asking ‘But why?’ ‘But why? Tell me more about that.’ You have to dig really deep to get there, but if you do,…
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Weekend Content for New Financial Planners (December 11-12, 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. Bob Veres summarizes the recently-authored book A Matter Of Time on a dynamic, hourly revenue model. The book dispels many objections and myths and Veres suggests the model as a path to developing financial planning into a profession [Article]: “The next set of objections that the book characterizes as myths are at the core of why most advisors gravitated to AUM rather than an hourly model in the first place. The first (I’m paraphrasing here) is that with hourly, the professional…
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Weekend Content for New Financial Planners (November 20-21, 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. Robert Sofia’s marketing formula to stand out among other firms: bold, yet “on brand” [Article]: “Braveness begets boldness. Oftentimes we see the same old and do the same old in marketing because we’re too afraid to do anything different. What would our customers think? What would our competitors think? We fear judgment and reactions. So we play it safe. We stick to the path most traveled. This is why so many logos, websites, emails and marketing material look the same within…
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Weekend Content for New Financial Planners (August 7-8, 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. Megan Carpenter in a wide-ranging interview including [Podcast]: The importance of being flexible in your career path early on The advantages in leveraging your story for your marketing Her evolving view of work-life balance “You have your own ‘why,’ your own passion for why you do what you do. You have your own demographic and psychographic that you serve. You have your own change that you’re trying to create. Your own business. And the truth is: that cannot be replicated by…
