Weekend Content for New Planners

Weekend Content for New Financial Planners (April 24-25 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.

Why Facebook will soon be putting a higher premium on quality, engaging content and how to boost your Facebook organic reach with an “engagement stack” [Article: 12-minute read. Podcast: 47-minutes.]:

“With the upcoming iOS changes and Google Privacy Sandbox, off-platform actions are going to be harder for Facebook to track. Because they’ll be more limited in the data they can collect, content on the Facebook platform will become even more important.”

How To Improve Your Facebook Organic Reach [Michael Stelzner, Social Media Examiner]

New Planner Recruiting’s Caleb Brown shares what he views as the qualities of an indispensable, team player [Article: 3-minute read]

“To be successful in the financial planning profession, or any other profession for that matter, being a team player is essential. A team player can be defined as a selfless, accountable, and productive employee who listens to their colleagues and is willing to make sacrifices for the well-being of the company and its stakeholders. Team players understand their role and identify opportunities to add value or support a colleague in accomplishing tasks. You’ll never hear a team player say, ‘that’s not my job.'”

How To Become The Ideal Team Player [Caleb Brown, New Planner Recruiting]

A few ways to increase the odds that prospective clients will “close” during the sales conversation and how to handle “let me think about it” [Article: 4-minute read]:

The product is too expensive: They focus on fees. They bring up an alternative that’s ‘free.

Strategy: You have a couple of approaches. One is comparing apples to apples. The ‘free’ alternative has costs; they just aren’t as obvious. What are those costs? Another is the ‘big picture.’ Investing is a long-term relationship. The actual transaction to invest is only one part of the process. Discounting is another alternative.

Getting Your Prospect To Say Yes [Bryce Sanders, ThinkAdvisor.com]

Creating original content for content marketing can be rather time-consuming. How to create multiple pieces of content from one “pillar” piece of content [Video: 11-minutes]

How We Create 7-10 Pieces of Content From One Single Piece [Alex Cavalieri, The Seven Group]

The easy mistake of tying part of your self-worth to your accomplishments [3-minute read]:

“You’re probably pretty good at what you do. You’ve got a good degree, some savings in the bank and are blazing yourself a trail of milestones and achievements.

But what happens when you fall short of those milestones? You may get passed over for a promotion. You may be struggling to buy your first home. Or you didn’t get into your top MBA program. (And adding insult to injury, your college BFF did get in.)

If the self-loathing kicks in, you’re effectively loving yourself less. You’ve pre-conditioned your own self-love on what you accomplish.

The Danger Of Tying Your Self-Worth To Your Net-Worth [Khe Hy, RadReads.co]

Which piece of content did you like? 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 *