Weekend Content for New Planners

Weekend Content for New Financial Planners (April 9-10, 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.

Taylor Schulte shares his top marketing strategy for advisors and provides a framework for setting proper expectations for each stage of your marketing funnel [Podcast]:

“It would take 12+ months and potentially thousands of dollars, depending on her skill set and expertise and willingness to learn, to rank for hyper-specific keywords that her ideal client is typing into Google. That’s likely not the answer that Jess is looking for.

It might also take 2-3 years for her to launch a podcast and build an audience. You’ve probably heard me talk about that magic three-year rule. I know one advisor who spends $50,000 to manage and maintain his podcast. So, it can be costly as well. So, again, likely not what Jess is looking for when she asked that question.”

The Best Marketing Strategy [Taylor Schulte, Experiments In Advisor Marketing]

Jason Wenk and Dasarte Yarnway introduce Altruist’s new podcast “The Advisor Journey” and share principles behind sustainable RIA growth [Podcast]:

“I believe that if you really take the time to process, understand, and imagine what your ideal practice looks like, you will align your tech, your personnel, which are the people that are going to work with or for your firm, and everything in between with that vision. You’re going to be running to nowhere fast if you don’t know exactly what your firm should look like.”

Introducing The Advisor Journey, The Podcast For Growth-Minded RIAs [Jason Wenk & Dasarte Yarnway, The Advisor Journey]

Three Crown’s Johnny Sandquist on how to build backlinks to your website for improved SEO [Video]:

Building Backlinks For RIA Websites [Johnny Sandquist, Three Crowns Copywriting and Marketing]

Whether you’re trying to influence a prospective or current client, a few elements of persuasion [Article]:

“The best persuaders collect stories and catalog them relative to topics that are, or should be, important to the client or prospect. Not only do they constantly collect stories, but elite persuaders also practice telling them as they recognize the importance of these relevant stories coming across as natural conversation. However, it’s important to not have stories that are too long. Less is more and practice leads to a more natural-feeling conversation.”

How To Improve Your Power Of Persuasion [Matt Oechsli, WealthManagement.com]

What to consider before playing, or continuing to play, status games [Article]:

“This is why you have to choose your status game wisely. Because whatever status game you choose in life ultimately determines what you optimize for. Choose money and you’ll end up working all the time. Choose beauty and you’ll always want to look better. Choose fame and you’ll constantly be seeking attention.”

Choose Your Status Game Wisely [Nick Maggiulli, Of Dollars And Data]

Which piece of content did you like? Comment below!

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