Weekend Content for New Planners

Weekend Content for New Financial Planners (April 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.

The trade-off between gathering more information from prospective clients versus a higher probability of gathering some information [Video: 2-minutes]:

One Small Website Tweak For Massively Higher Conversions [Samantha Russell, Twenty Over Ten]

The decision whether to hire for compliance or DIY, the most common compliance mistakes to avoid, and issues involved with content marketing [Video: 9-minutes]:

How To Manage Compliance For Your Financial Firm [Dasarte Yarnway, Altruist]


A Running List Of Practical Pointers Under The New Marketing Rule, by Max Schatzow

Cerulli’s recent survey shows the top three qualities clients want in advisors [Article: 2-minute read]:

Clients have come to realize that their advisors cannot be experts in every aspect of managing their financial lives and that a team approach actually benefits them, while at the same time highly appreciating the personalization intrinsic to an advisor relationship,” according to the Cerulli report.”

Top 3 Qualities Clients Want In Their Advisor: Cerulli [Bernice Napach, ThinkAdvisor]

Evergreen content marketing ftw:

The biggest mistakes advisors make with social media, the first thing advisors should do on social media, and LinkedIn’s tool to boost your ROI when engaging with your target prospective clients [Podcast: 43-minutes]

“The Bank of New York Mellon Pershing put out a study at the end of 2020 comparing the average age of a new client an advisor gets from social media. In 2018 the age was 35-years old. There was a lot of people who were like ‘I’m not going to touch that with a 10-foot pole; they don’t have enough assets. I can’t serve them under the model I have.’

One year later, BNY asked the same question and the answer was 40-years old. So, knowing what we know about how 2020 looked like with everybody at home online all of the time, I would not be surprised if that average age shot up another 7 years or so.

So, one of the reasons that it is mission-critical to use social media is just that it has gone from being a place where young people that maybe were not your audience you want to serve spend time, to where pretty much all of humanity is spending time.

Building Out Your Social Media Strategy – Getting Down To The Tactics [Alex Cavalieri, The Advisor Lab]

Ever feel bad about not being totally caught up with your to-do list at work? How to set better expectations and three ways to stop feeling guilty about your performance [Article: 3-minute read]:

“Some tasks, even quite important ones, linger unfinished for a long time, and it’s easy to start feeling guilty or ashamed about what you have not yet completed.

People experience guilt and its close cousin shame when they have done something wrong.  Guilt is focused internally on the behavior someone has committed, while shame tends to involve feeling like you are a bad person, particularly in the context of bad behaviors that have become public knowledge.

The fundamental question is whether these feelings are a good thing.

You’re Never Going To Be “Caught Up” At Work: Stop Feeling Guilty About It [Art Markman, Harvard Business Review]

What topic resonated with you? Comment below!

Follow me on social media for the latest updates:

Leave a Reply

Your email address will not be published. Required fields are marked *