Weekend Content for New Planners

Weekend Content for New Financial Planners (August 21-22, 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.

Recently hitting $100M in AUM and growing his podcast to over 1M downloads in 2 years, Benjamin Brandt sat down with Samantha Russell to share [Podcast or Video]:

  • mistakes to avoid when first launching a podcast
  • what metrics are important and which are superficial
  • the “stair-step” approach to his value-driven sales funnel
  • and more

“I came out of the barrel smoking hot – I got two or three episodes in, every week I was going, and then I got like four deep and I totally lost momentum. … I just totally ran out of steam and I kind of burned out right away.

So then I switched to two episodes a month, but it wasn’t a consistent twice a month. It was like maybe two weeks, but then four weeks of silence. I was just trying to figure all of this out. I had nothing to base it on, I was just sort of flailing around in the ether.

It wasn’t until I really got specific with publishing on the first and the fifteenth, and then I hired Steve Stewart as my editor. So, I had somebody depending on me as a team member to get them my content so that he could edit it and get it out on time.

So, it wasn’t really until I treated it like it should be treated and regimented that I really started to see some growth and some people tuning in.

How To Hit $100 Million In AUM While Growing A Podcast To 1 Million Downloads In 2 Years [Samantha Russell, Lead Pilot]

Named one of Business Insider’s top 23 financial advisors for millennials, Thomas Kopelman shares his content marketing strategy, why he initially prioritized intangible benefits like mentorship higher than compensation, and more:

“The average person doesn’t follow any other advisor that posts; they might follow somebody at Morgan Stanley or JP Morgan that has the quarterly update that comes out – but they don’t actually have real content that’s helping people.

So I thought that if I’m the one advisor that’s constantly in their face, constantly in their ears, constantly across their timeline – and everything’s adding value to them, for example, here’s how you do the financial planning, here’s why you invest, here’s why you should use these accounts, here’s why you should think about these things, that the day that they’re actually going to need a financial advisor, why would they not reach out to the one advisor who has actually added value to them so far?”

Bet On Yourself: Build A Brand, Own Your Career [Matt Fizell, You’re A Financial Planner, Now What?]

Two great Twitter threads on mistakes to avoid as a new advisor and how to get started with content marketing:

Every action you take is a vote for the type of person you wish to become – the importance of action on your identity and habits [Video]:

James Clear Talks About The Real Reason That Habits Matter [Carl Richards, The Society of Advice]

The “Three C’s” framework for confidence in yourself and your services to accelerate growth [Article]:

“As we seek to grow our feeling of confidence will naturally fluctuate. With knowledge of the attributes driving confidence, you now know how to develop strong belief in yourself and cultivate others’ belief in you as you strive for new goals.”

The Role Of Confidence In Growing Your Practice [Shauna Mace, Advisor Perspectives]

Which piece of content did you like? Comment below!

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