“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. Herbers and Company founder Angie Herbers shares the two biggest communication skills to set yourself apart from others, what firms are looking for in new hires, and more [Podcast]: “First, a lot of hiring firms will take them seriously even though they don’t have a lot of experience. From Herbers and Company’s perspective, there are lots of opportunities out there for new advisors who have no experience. To gain that experience, though, you’ve got to get boots on the ground. You’ve…
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Weekend Content for New Financial Planners (January 15-16, 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. FiComm Partner’s Megan Carpenter covers all things “authentic marketing” including [Podcast]: What “authentic marketing” actually means An exercise for clarifying and leveraging your own story and authenticity How authenticity can relate to your niche And more… “Every advisor I’ve ever talked to has such a cool story. They don’t tell that story right away. You have to keep asking ‘But why?’ ‘But why? Tell me more about that.’ You have to dig really deep to get there, but if you do,…
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Weekend Content for New Financial Planners (December 25-26, 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. Brittney Castro covers all things marketing including [Podcast or Video]: The importance of investing in your personal brand How to develop your voice Her content marketing strategy And more… “Quite frankly, like with most of the opportunities that I get, they just found me. They found me through social media and the content I was developing. So, I have been very fortunate that most of the clients that when I started the RIA and a lot of the speaking and brand…
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Weekend Content for New Financial Planners (December 11-12, 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. Bob Veres summarizes the recently-authored book A Matter Of Time on a dynamic, hourly revenue model. The book dispels many objections and myths and Veres suggests the model as a path to developing financial planning into a profession [Article]: “The next set of objections that the book characterizes as myths are at the core of why most advisors gravitated to AUM rather than an hourly model in the first place. The first (I’m paraphrasing here) is that with hourly, the professional…
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Weekend Content for New Financial Planners (August 7-8, 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. Megan Carpenter in a wide-ranging interview including [Podcast]: The importance of being flexible in your career path early on The advantages in leveraging your story for your marketing Her evolving view of work-life balance “You have your own ‘why,’ your own passion for why you do what you do. You have your own demographic and psychographic that you serve. You have your own change that you’re trying to create. Your own business. And the truth is: that cannot be replicated by…
