Weekend Content for New Planners

Weekend Content for New Financial Planners (April 3-4, 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 upside of saying “no,” or how to focus your practice to avoid (or stop) “under-earning while being overwhelmed” [Article: 4-minute read]:

“As James Clear points out in ‘Atomic Habits,’ ‘Most people don’t have trouble focusing. They have trouble deciding.’ We say yes to so much that we’re forced to divide our efforts, which dilutes our efficacy. Clear’s advice is to ruthlessly trim our goals until we’ve said no to almost everything, ensuring that we stay focused on the few things that will add the most value.”

How To Stay Focused, And Why We Lose Focus [Stephanie Bogan, InvestmentNews]


This Is The Test To Apply To Everything, by Ryan Holiday

Why I’m Unreachable And You Should Be Too, by Peter Lievels (h/t Ashby Daniels)

Kate Healy on the pandemic’s effect on attracting new financial planners (both recent graduates and career-changers), how to overcome impostor syndrome, and tips for public speaking (for speaking at industry conferences, etc.) [Video or Podcast: 40-minutes]:

“As we think about diversity and looking in different areas, it is so much bigger than even just the gender or racial diversity. It’s diversity of backgrounds and experiences. You mentioned teachers and a lot of people have been talking about nurses that might get burned out after the pandemic and how great they would be in financial services because they are those natural relationship-builders with empathy and that helpfulness that we’re talking about. Or other kinds of career-changers. There’s just so much out there. That diversity of thought and approach to solutions.”

Attracting And Developing NextGen Talent With Kate Healy [Kate Holmes, Innovating Advice]


New Planner Recruiting’s Caleb Brown on three approaches for new planners to get new clients [Video: 3-minutes]:

3 Ways To Get Clients As A New Planner [Caleb Brown, New Planner Recruiting]

Experimenting with giving prospective clients space to naturally ask about your services in the initial meeting [Article: 2-minute read]:

“Another client consulted with me. He wanted to improve his conversion rate. It was immediately apparent he was a compulsive talker. Our conversations were unfocused because he frequently digressed.

His process for converting prospects wasn’t surprising. It involved a lot of talking and little listening.

I asked him what would happen if, at the initial meeting with the prospect, he said nothing and waited for the prospect to speak.” 

The Worst Assumption Advisors Can Make [Dan Solin, Advisor Perspectives]

What topic resonated with you? Comment below!

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