“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. Justin Castelli shares the principles and framework that guided his career, how to create your personal brand, and more [Podcast]: “I think that’s an important part to understand: where you start is not necessarily where you are going to end. And as a financial advisor, it’s almost certainly not going to be where you end. Because you don’t know what you don’t know when you come into this industry. Depending on what part of the business you come into. I came…
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Weekend Content for New Financial Planners (October 22-23, 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. Sensible Money founder and CEO Dana Anspach shares her origin story and covers a range of retirement planning topics including [Podcast]: Her all-weather portfolio approach and why she relies on individual bonds instead of bond funds Factors to consider when making the mortgage pay-off decision Her process and philosophy behind long-term care planning When she recommends using annuities And more… “It started with a focus on what we all call sequence risk—how do you build and design portfolios that can help…
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Weekend Content for New Financial Planners (August 13-14, 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. Trailhead Planners co-founder Morgan Ranstrom encourages taking a fresh look at what we are building to ensure our mimicking nature doesn’t get the best of us [Article]: “We are mimicking machines. We endlessly model our heroes, attempting to be just like them. How many financial advisors do you know who are obsessed with running a 1 million dollar practice? By the way, I’m one of them, and I’m still unsure if the desire is arising authentically or because I’ve been taught…
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Weekend Content for New Financial Planners (February 27-28, 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. Keil Financial Partners founder Jeremy Keil shares how his repeatable marketing process allowed him to double his marketing budget at the start of the pandemic, the podcast content strategy that allowed him to develop his podcasting skills after he started his podcast, the benefits of “motivational interviewing” and more [Podcast: 57-minutes]: “When I talked to him he said, “When I went to your website, everything that’s on there is exactly what I’m looking for. You gave me all kinds of information:…
