Weekend Content for New Planners

Weekend Content for New Financial Planners (April 23-24, 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.

The importance of developing a “position statement” and other techniques for getting prospects to “know, like, and trust” you [Article]:

“Your positioning statement is the most useful piece of content you’ll ever create, but you will never show it to anyone. This is for you so when you’re looking at creating content, you could evaluate if that content matters and if it’s in line with your swim lane.

Position Yourself As A Trusted Voice Through Content [Mary Kate Gulick and Ana Trujillo Limon, Carson Group]

How to prevent “work creep” [Article]:

“An issue I frequently encounter with my entrepreneurial clients is that they are conditioned to do everything. You might be wearing all the hats in your firm: operations, compliance, marketing, and client services. You’re spending too much time on $25 tasks that are preventing you from focusing your energy on $250 and $2,500 tasks. You’re extremely busy and can’t get everything done.”

Stop Acting Like You Can Do Everything [Cameo Roberson, Advisor Perspectives]

How to systematize your practice early on so that it scales down the road [Article]:

“When you’re getting started, it’s often less about getting everything perfect and more about getting your first few clients. But once you start working with a few clients and the dust settles a bit, it becomes clear that you’re going to need to figure out how to grow without working 60+ hours a week.”

Building An RIA Firm That Scales [Michael Reynolds, Altruist]

A thread of advice on the CFP® coursework and preparing for the exam [Twitter Thread]:

A framework for effective learning [Article]:

“The foundation for effective learning is practice. You get good at things by doing them. Yet within this simple observation is a maze of complexity. How should you practice to get the most improvement with the least time and effort?”

See-Do-Feedback: The Right Way To Practice [Scott Young, ScottHYoung.com]

Which piece of content did you like? Comment below!

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