“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. Thomas Kopelman and Treyton Devore reflect on their exceptional first year in business and cover a wide range of underlying principles and tactics including [Podcast]: The importance of planning and prioritizing every touchpoint in your client experience Auditing activities to recognize which give you energy Outsourcing early And more… “Now an assistant is going to be starting in October because, sure I could make $30,000 more a year if I didn’t hire those roles, but also I couldn’t scale at one…
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Weekend Content for New Financial Planners (April 23-24, 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. The importance of developing a “position statement” and other techniques for getting prospects to “know, like, and trust” you [Article]: “Your positioning statement is the most useful piece of content you’ll ever create, but you will never show it to anyone. This is for you so when you’re looking at creating content, you could evaluate if that content matters and if it’s in line with your swim lane.“ Position Yourself As A Trusted Voice Through Content [Mary Kate Gulick and Ana…
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Weekend Content for New Financial Planners (January 2-3, 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 to answer the question: “What do you think about this investment?” [Article]: “I recently found myself in the fourth scenario. On November 17th, with Bitcoin at $17,500, my brother-in-law texted me the following: ‘Hey. What do you think about buying 1 share of bitcoin?’ He knows my shtick. We’ve had these discussions before. He knows that I avoid these questions at all costs. But I had to give him something. I couldn’t just not respond.” Advice For Giving Advice (Michael Batnick,…
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Weekend Content for New Financial Planners (November 21-22, 2020)
“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 Advisor of Tomorrow” podcast guest TJ van Gerven shares lessons learned after launching a firm from scratch, including prioritizing building systems and processes, maintaining confidence during slow times, and being strategic with social media: [Video and Podcast]: “Focusing on processes and systems early on – even when you have that free time – because, like you said, you need to build it for 3-4 years down the road. It’s just hard. It’s easy to say what you should do in…
