“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 (March 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. Ritholtz Wealth Management’s Director of Research Michael Batnick shares how he broke into the industry and tips for how to get your foot in the door today [Article: 5-minute read]: “I understand why we get so many questions from people looking to make a career change into the financial advice business. It’s rewarding both personally and professionally. We get to build relationships with people and help them achieve their life goals. And this is why it’s so competitive. But if you…
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Weekend Content for New Financial Planners (December 26-27, 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. Legacy Investment Planning founder and advisor Sten Morgan shares how he delivers and communicates massive value upfront to prospects and why he isn’t afraid they will “take it and run” [Podcast and Transcript]: “As a young advisor, when I got a ‘plate appearance,’ I had to hit it. Like, I couldn’t afford to miss out on good prospects because I wasn’t having a lot, as I was building my practice. So I had to say, ‘My close rate had to be…
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Weekend Content for New Financial Planners (October 17-18, 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. Thinking outside of the box for client and prospect virtual events: “Whether it’s a big holiday party or an intimate dinner, most advisers host some type of gathering throughout the year. Socializing with clients is a proven way to enhance relationships and is often a great source of referrals, particularly when clients bring friends along. In our new virtual world, few advisers are hosting dinners or wine tastings, and even fewer clients want to attend; instead, advisers are planning unique, scalable…
