Weekend Content for New Planners

Weekend Content for New Financial Planners (August 20-21, 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.

Dr. Brad Klontz on a range of financial psychology topics including [Podcast]:

  • The importance of “Financial Flashpoints” and “Money Scripts”
  • Biological forces that keep clients from saving more
  • How to overcome “Relative Deprivation”
  • And more…

“What’s fascinating is that when people are doing things right around money, it’s actually going against all of their biological, social, and evolutionary conditioning. I think it’s a really important point. … Your genetics have set you up to not save.”

Harnessing The Power Of Financial Psychology [Jordan Harbinger, The Jordan Harbinger Show]

Carl Richards encourages lifestyle business owners to embrace their values [Podcast]:

“You know what’s really cool? It’s not the person that works 60 or 70 hours per week. It’s the person that works 15 and gets the same results. That’s really cool. That’s what should be celebrated.”

No Guilt For Lifestyle Business [Carl Richards, Behavior Gap Radio]

Michael Kitces recalls his 5-year journey in his early career to gain the confidence to advise clients and shares how to reframe “niching” to overcome the fear of specialization [Podcast or Video]:

“Part of this is just a human-nature thing. If I say to anyone: ‘You’ve got to take a stand on something.’ Our brains immediately go to the people who are going to disagree with that stand and the shots that they’re going to take at us. Or how much dislike or hatred or ‘No’s’ or negativity we’re going to get.

I don’t want to be negative to anyone that gets stuck on ‘I’ve got this idea, but I’m worried about what the naysayers are going to say.’ I think it’s actually hardwired into us. Human beings as a species – we are herd animals. There’s a bunch of stuff wired into our brains physiologically that has a very clear formula: people who run with the herd live. People who do different things than the herd get picked off by predators.”

The Paradox Of Attracting And Repelling Prospects With Michael Kitces [Candice Carlton and Meg Carpenter, The New Skool]

New Planner Recruiting’s Caleb Brown with a checklist for preparing for client meetings [Video]:

How To Prepare For A Client Meeting As A New Planner – Part 1 Of 3 [Caleb Brown, New Planner Recruiting]

Carson Group Executive Business Coach J.J. Peller on how to build and strengthen your personal brand [Article]:

“Your personal brand follows you everywhere you go. If you want to grow your business faster with clients you enjoy spending time with, then you must intentionally build your personal brand.”

5 Questions You Must Answer To Build Your Personal Brand [J. J. Peller, Carson Group]

Jeffrey Levine on Roths as tax insurance, one of his favorite retirement income strategies, and more [Podcast or Video]:

“Tax diversification is an oversold thing. The tax diversification is what we end up with if we happen to have a reason to go with a Roth and a Traditional and a Taxable account for a little bit.

Diversification of investments is kind of the common refrain I hear…It’s not the same. Because diversification of investments inherently provides a benefit by itself.”

A Future-Focused Approach To Tax Planning [Jamie Hopkins and Devin Ekberg, Framework]

Which piece of content did you like? Comment below!

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