“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. Timothy Financial Counsel founder Mark Berg on the “Blue Ocean” opportunity that the hourly compensation model offers as well as its many misconceptions [Podcast]: “So, first of all, starting a business is hard period, whether you’re doing it hourly or assets under management. As you know from the statistics, there’s a high percentage of businesses that fail after the first five years. So, this was a bit of an unknown. But I did compare to starting a CPA practice, starting a…
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Weekend Content for New Financial Planners (October 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. One of the most valuable podcast episodes I’ve listened to all year, Bob Seawright shares a number of actionable behavioral finance best practices and covers topics including [Podcast or Video]: A review of “Closed versus Open” systems and Inductive versus Deductive reasoning The advantage of holding our views probabilistically Questions to combat confirmation bias How to make fewer decisions and the importance of checklists A reminder that money is a means to an end And more… “As an advisor, I think…
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Weekend Content for New Financial Planners (March 12-13, 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. 10X IRONMAN guide for blind triathletes and Avantis Investors Vice President Caroline Gaynor sat down with NAPFA’s Marie Swift to share lessons learned from her athletic endeavors that equally apply to serving planning clients including [Podcast]: Anticipating obstacles on your journey Not being defined by failure Maintaining focus in difficult environments “I was feeling really, really good. Then, about halfway through the swim, I took a stroke and noticed that our tether was no longer there. … Suddenly, I’m not connected…
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Weekend Content for New Financial Planners (July 10-11, 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. Luis Rosa came from humble beginnings and overcame cultural obstacles to build a firm that gives back to his peers [Podcast]: “Financial planning was not even offered as a major. I had no idea that being a financial planner existed. I didn’t know what it was. It wasn’t a conversation that was had in my house. We never talked about anything to do with money other than work hard and try to save some.” Luis Rosa – How This Young Immigrant…
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Weekend Content for New Financial Planners (January 30-31, 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. ICYMI: Define Financial’s Taylor Schulte shares two straightforward SEO strategies that produce outsized results [Article]: “In January 2018, organic search traffic (i.e., the number of people who visited my website as a result of using a search engine) for my website lagged at around 280 visits per month. After spending time learning the basics of SEO and updating my website to give search engines better information, I immediately began to see results. By the end of 2018, monthly organic search traffic…
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Weekend Content for New Financial Planners (December 12-13, 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. Cranbrook Wealth’s Casey Bear and Logan Ross on how to find your fit in the industry, being selective with offers, and the approach the two took to develop Ross into a lead advisor of 50 ultra-affluent clients by age 29 [Podcast]: “At first, I was extremely nervous. I think any 24-year-old would be. I just kept spiraling the snowball effect of working with one big family, then another, and another. Having Casey right there in front of me. He’d bring me…