Weekend Content for New Planners

Weekend Content for New Financial Planners (April 30-May 1, 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.

Brownlee Wealth Management’s Jared Machen shares his nontraditional career path, how he decided to partner with another advisor (versus start his own firm), and the drivers behind his firm’s growth from $14M to $67M of AUM in 2.5 years including [Podcast]:

  • The importance of memorializing your client experience before adding to your tech stack
  • When to begin thinking about developing operational infrastructure
  • Brownlee Wealth’s content ecosystem and call-to-action philosophy
  • And more…

“It’s never too early to start. Business development gets all of the attention. Especially when you start an independent firm, you need the revenue. So, it’s really easy to get caught up in that. But infrastructure should happen at that same time because the best way to build a firm is to bring on some clients and get incredible buy-in from them. Make them raving fans.”

How Infrastructure Leads To Growth For Your RIA [Jason Wenk and Dasarte Yarnway, The Advisor Journey]

An inside look at how Hannah Moore leverages part-time workers to boost productivity [Twitter Thread]:

Seven Group co-founder Alex Cavalieri on how to remove marketing friction on your website, throughout your content, in your emails, and more [Video]:

Do These 5 Things To Remove Friction In Your Marketing [Alex Cavalieri, Seven Group]

Caleb Brown on some of the factors to consider before starting your own firm [Video]:

Should You Start Your Own Firm? [Caleb Brown, New Planner Recruiting]

Some helpful ideas for making a “conversational close” when responding to the common question that advisors get (or one of its many variations): “What’s going on in the markets?” [Article]:

“Armed with the right sales skills, questions like these can become business opportunities. It’s just a matter of redirecting the conversation. Don’t let this be a question-and-answer session—seamlessly hook your prospect. The following is a dialogue model we coach to. We refer to it as A.R.M.”

How To Conversationally Close Social Prospects [Kevin Nichols, WealthManagement.com]

Which piece of content did you like? Comment below!

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