Weekend Content for New Planners

Weekend Content for New Financial Planners (April 17-18 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 many benefits – when done properly – of “newsjacking” [5-minute read]:

Like many hot trends, newsjacking can be a powerful tool for raising your profile and growing your brand. But it’s not for everyone. Like everything else, it’s up to you to decide whether it’s right for your business.

Should You Start Newsjacking? [Megan Carpenter, WealthManagement.com]

A walk-through on how you can use LinkedIn’s Sales Navigator to identify your ideal clients and develop relationships through your content in about 15-30 minutes per day [Video: 29-minutes]:

Everything You Need to Know About LinkedIn Sales Navigator: The Guide to Build Your Practice’s Brand [Alex Cavalieri, The Seven Group]

If you’re considering whether to start an RIA or move into a lead planner position that requires a more entrepreneurial skillset, this podcast episode covers discerning when to listen to family and friends who may see your venture or career move as risky, evaluating the competing messages we receive about career strategy (“live your dream” vs. “prioritize stability”), and more [Podcast: 49-minutes]:

“The ‘Goldilocks Zone’ is that point in your life where safety and security is predictable enough that you are willing to invite a little bit of risk. But is not so predictable that you are completely averse to change.

You’re not so stuck in the cycle of debt and need and time poverty that you can’t climb out. And you’re not so wealthy and affluent that you have no desire to change that situation.”

Tra Williams – Boss Brain: The Future of Entrepreneurship [Daniel Crosby, Standard Deviations]

Three sources of a slow growth rate and how to overcome [Article: 7-minute read]:

“Everyone wants to grow, stresses about growth, talks and invests resources in it, but very few people and businesses make significant progress. Progress may come, but it’s often hard and strenuous…”

The Three Reasons You’re Not Growing (And What To Do About It) [Shauna Mace, Advisor Perspectives]

Career advice thread from an industry veteran [Twitter thread]:

Click for thread.

Using handwritten notes to stand out among prospective and current clients [3-minute read]:

“I am an introvert and have never been a hard prospector. Despite this, I built a billion-dollar solo advisory practice in 10 years, although I did have a running start as a decent broker. Other advisors ask me about my secret weapons”

The Lost Art Of The Handwritten Note [Gil Baumgarten]

What topic resonated with you? Comment below!

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