Weekend Content for New Planners

Weekend Content for New Financial Planners (April 2-3, 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.

Three Crown’s founder and CEO Johnny Sandquist covers [Podcast]:

  • Why content distribution is king
  • How to pick a social media platform that will perform for you
  • Overcoming content marketing obstacles
  • And more…

“Advisors need to, more than anything, stop looking all of the time at other advisors. And look [more] at their own clients. That’s the big thing here. Because your clients will lead the way to everything that you need to do.”

Content Creation To Distribution: Every Step Simplified For Advisors With Johnny Sandquist [Matt Halloran, Top Advisor Marketing Podcast]

Steve Sanduski on viewing emotions as data and, upon processing, ultimately a resource for better decision-making and client outcomes [Article]:

“Digging into the realm of emotions is uncomfortable for many of us. But a key to unlocking high performance and more effective decision making is to feel your feelings, discern, define and process them, and then move forward based on the meaningful information those emotions are signaling to you.

I believe that advisors who are trained in this type of work will add an order of magnitude level of value to their client relationships. Not every client will want this, but for those who do, it can be transformational.”

Is It Really Better To Control Our Emotions? [Steve Sanduski, FA-Mag.com]

“Observe, learn, practice, repeat” or Caleb Brown’s formula for developing confidence in answering client questions [Video]:

What Is The Best Way To Learn How To Answer Client Questions? [Caleb Brown, New Planner Recruiting]

Improving your content marketing search ranking [Article]:

“Those are the basics. But there are some extra tips you can take away to help get the most out of your formatting.

For headers, start by searching your primary keyword. Then on the results page, reference the ‘People also ask’ section. This area is filled with a variety of questions related to your keyword.

These questions can be used word for word as headers in your content—or even expanded to create new content. Doing this can help you find the search intent of your chosen keyword, increasing the likelihood that your content ranks well.”

5 Tips For Getting Noticed In Searches [Susan Theder, FA-Mag.com]

Developing your writing skills for content marketing [Article]:

“Advisors understand the importance of writing blogs and social media posts.

Original content posted once or twice a month is important for search engine optimization (SEO) and broader marketing.

When I discuss this subject with advisors, a common response is: ‘I can’t write.’

Yes, you can.

Believing you can’t write is like saying: ‘I can’t play the guitar.’ It would be more accurate to say: ‘I haven’t learned how to play the guitar.’

No one is born a writer. It’s a skill to be learned and nourished. Unlike most skills that erode as we age, you can always improve your writing skills.”

The Right Way To Write [Dan Solin, Advisor Perspectives]

Which piece of content did you like? Comment below!

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