Weekend Content for New Planners

Weekend Content for New Financial Planners (August 13-14, 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.

Trailhead Planners co-founder Morgan Ranstrom encourages taking a fresh look at what we are building to ensure our mimicking nature doesn’t get the best of us [Article]:

“We are mimicking machines. We endlessly model our heroes, attempting to be just like them.

How many financial advisors do you know who are obsessed with running a 1 million dollar practice? By the way, I’m one of them, and I’m still unsure if the desire is arising authentically or because I’ve been taught to want that.”

Full U [Morgan Ranstrom, The Value of Advice]

AllStreet’s Thomas Kopelman on a range of topics including [Podcast or Video]:

  • Why he decided to start scheduling “Accountability Meetings” with clients
  • The social media content marketing strategy that has led to him now onboarding 1 new client per week
  • Why recently referring out a $5M prospective client was a no-brainer
  • And more…

“If financial planning is so important and people need it, why am I selling it? Content is your way to teach people and attract them. So, the people who actually need your help are going to end up reaching out to you for that help. That’s always been my goal.”

Using Social Media To Get Clients With Thomas Kopelman [Dan Graham, NextGen Planners]

Meg Bartelt shares her marketing philosophy and processes including [Podcast]:

  • How she turned marketing into a relaxing exercise that doubles as an escape from other entrepreneurial demands
  • Her process for developing blog ideas
  • Why embracing and sharing your personality throughout your content is so important
  • And more…

“Part of [the brand] is in reaction to other parts of the industry and other firms that I worked at. I didn’t want to feel like that more than anything else. Also, just noticing which clients I really enjoyed working with the most. They come to the relationship with certain personalities or attitudes, concerns, and emotions. I wanted to speak in a way that would appeal to that person in particular.”

What To Do If You Lack The Time Or Confidence For Content Marketing With Meg Bartelt [Matt Halloran, Top Advisor Marketing Podcast]

Rare because they are difficult, powerful partially because they are so rare – three skills worth developing [Article]:

“But it’s such a rare skill. People don’t like leaving opportunities on the table, and it’s counterintuitive to realize that you’ll likely end up with more than those whose appetite for more is insatiable.

Rare Skills [Morgan Housel, Collaborative Fund]

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 *