“What’s Trending 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. Publishing Reminder: As I mentioned last month, I am pausing publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you again for your understanding! If you enjoy productivity and time management tips, you are in for a treat. Michael Kitces shares how he manages his 6 businesses by “Theme-ing” his days, scheduling “Flex Time,” and much more [Podcast]: “I will track the amount of what I essentially call ‘Flex Time,’…
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Weekend Content for New Financial Planners (March 25-26, 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. Experience Your Wealth founder and financial planner Jake Northrup on using a values-based approach to find his niche client, the skills he is glad he developed before launching his firm, and how he grew to $500k in annual recurring revenue in 3.5 years [Podcast or Video]: “Having the ability to do one-time plans, knowing, and I’ve actually shared this with some other XYPN advisors too, you don’t want to take on the wrong people for ongoing relationships. But it’s okay to…
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Weekend Content for New Financial Planners (September 10-11, 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. 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 (August 6-7, 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. XY Planning Network co-founder Alan Moore covers all things entrepreneurship and getting your start in the industry including [Podcast]: The biggest growth factor for new RIAs The best action steps to take today if you are several years out from starting your firm Mistakes to avoid when considering starting an RIA The average industry experience of XYPN’s most successful, new advisors How to get the most out of industry conferences And more… “What we find is that the firms who put…
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Weekend Content for New Financial Planners (July 16-17, 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. Michael Kitces shares how he learned the hard way to become more intentional with his time along with the principles and “filters” behind how to decide what projects to focus on (including which client segments to begin adding more value to first) [Podcast or Video]: “And it started burying me around 2015, and I went through two or three years of changing the systems and structures that I have around myself to try to unbury myself from what I’d done to…
