“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. Kinder Institute founder George Kinder and Communications Director Lora Woodward speak with XY Planning Network’s Maddy Roche on the benefits of the EVOKE® process for clients and your firm: “I began to realize that this longing for a different life was endemic. Everybody I met had something like that. And so it made me realize that as I was gathering these financial skills to give myself freedom, I realized that these financial skills were meant to give everybody freedom. And so…
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Weekend Content for New Financial Planners (July 25-26, 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 about financial planning similar to doctors practicing medicine: “Financial advisors obviously aren’t saving lives like doctors do. But financial problems are a leading cause of stress in our lives. And I have to wonder – if more financial advisors started thinking more like doctors would this actually reduce the financial stress that occurs for so many people? My guess is yes.” Should We Treat Financial Advisors More Like Doctors? (Cullen Roche, Pragmatic Capitalism) How sharing your story through social media content can…