Weekend Content for New Planners

Weekend Content for New Financial Planners (April 16-17, 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.

ICYMI: Josh Brown on building a successful career in the industry [Article]:

“It works. It’s how Wall Street became Wall Street and Silicon Valley became the Valley. Nobody is born on Wall Street. None of the digital fortunes emanating from the campus of Stanford outward were magically discovered by the locals. Smart, successful people followed each other to these places and pulled trillions of dollars in value out of the molecules in the air around them. No oil strikes, no diamond mines. Most of the Financial District is built on top of Peter Stuyvesant’s old 1600’s Dutch farming colony (google “Bowery”). The World Financial Center was built on a landfill. There’s nothing there. It was about who you met and how you could collaborate or compete. The people you were surrounded by, what you wanted from them and what they wanted from you, at various stages in your career.”

How To Succeed [Josh Brown, The Reformed Broker]

Penny Phillips with productivity tips on revenue-building activities, managing email, and more [Video]:

How To Be More Productive Daily [Penny Phillips, Practice Management With Penny]

All Street Wealth’s Thomas Kopelman on how new advisors can build credibility [Twitter Thread]:

Two pieces of content that pair well together: Morgan Housel on why you should “stay put” on your career path and Matt Oeschli on re-evaluating your current position in life [Articles]:


“Don’t switch fields, don’t look for a new job, don’t move on.

There’s a decent chance your motivation for leaving is driven by two things: The grass-is-greener fallacy of wrongly assuming the alternative is better, or denying the fact that great opportunities occasionally require annoyance and sacrifice.

Of course it’s not universal advice. Some careers and jobs are dreadful, and the economy only works when people are willing and able to find better opportunities. Stay put is good advice maybe a third of the time when you’re young and perhaps half the time when you’re older.

But when it’s good advice, it can be staggeringly good advice.”

Staying Put [Morgan Housel, Collaborative Fund]


“In over 40 years of coaching financial advisors, I’ve witnessed more of these two qualities in action than I can recount. I’ve seen financial advisors who were goal-focused but whose professional success came at the expense of their family. I’ve also seen the opposite, with financial advisors using family to justify a lack of professional focus.”

Am I Making The Most Out Of My Life? [Matt Oeschli, WealthManagement.com]

Robert Sofia with five elements to an irresistible call-to-action [Article]:

“For many people, the first step — recognizing that they need help — is the hardest one to get past. To break down this value-blindness barrier, we have to make that first step irresistible for them.

We have to make them an offer they can’t refuse. But what does such an offer look like? For starters, it needs to encompass all five of these factors…”

Turn Leads Into Clients With This Irresistible Marketing Strategy [Robert Sofia, Investment News]

Which piece of content did you like? Comment below!

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