“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.
Advisor Taylor Schulte’s origin story, perspectives on industry trends, and thoughts on advisor marketing (both digital and traditional):
“In the past, when I was making these decisions to start my own business, I noticed I had kind of this entrepreneurial desire inside of me. I just was getting really tired of being told no by my employers and having to climb my way to yes. As you might know and as some people might find out, I’m kind of a creative mind – I like to try different things and do things a little bit differently. I just felt really trapped and confined working for other people.”
Trends With Benefits (Taylor Schulte, Experiments In Advisor Marketing)
Scribe Media co-founder Zach Obront covers five ways advisors can leverage a book to generate referrals and prospects (writing a book is likely a few years out for many readers of this blog, but helpful to begin thinking about now):
“By sharing their unique knowledge in a book, financial advisors can differentiate themselves, raise their credibility, and build a sense of trust with people they’re never even met, connecting with potential new clients in a profoundly meaningful and effective way. … That might seem obvious, but here’s the trick: the point is not to get that first person in the door. The point is to solve that first person’s problem—one very specific problem.”
How Financial Advisors Can Write A Book To Grow Their Business (Zach Obront, WealthManagement.com)
An article out of the Kitces.com archive, Obront details the streamlined method to self-publish your own book in 6 months:
“As it turns out, though, there is a method to writing a book as a busy professional (even if you’re not writing-inclined to begin with!). In this guest post, Zach Obront of Book In A Box shares some of his own thoughts, tips, and best practices for financial advisors who are interested in writing and publishing their own book, including a detailed timeline of the process, as well as the costs associated with each step. Because it turns out an advisor can publish their own book in “as little” as about 6 months of time, and under $6,000 of outsourced help on everything from interviewing, writing assistance, editing, layout, and design!”
Self-Publishing Your Own Book As A Financial Advisor In 6 Months (Zach Obront, Kitces.com)
A quick blog post from Seth Godin reminding us that “we are not what we do” (particularly relevant when you get that unwanted email after the interview process):
“They didn’t reject you. They rejected an application.”
Rejected (Seth Godin, Seth’s Blog)
Farnam Street’s Shane Parrish covers how to develop conviction (may go without saying, but applicable to giving financial advice, developing your investment philosophy, etc.) and overcome impostor syndrome:
“It took years of work to earn the wisdom he brought to solve the problem. Just because we could only see the simplicity he brought to the problem didn’t mean there wasn’t a deep understanding of the complexity behind it. There is no way we could acquire that insight in a few minutes by watching. We’d need to do it over and over for years, experiencing all of the things that could go wrong.“
Thinking For Oneself (Shane Parrish, Farnam Street)
CEO of OpenAI and former Y Combinator President Sam Altman provides his principles for achieving extraordinary success:
“I’ve observed thousands of founders and thought a lot about what it takes to make a huge amount of money or to create something important. Usually, people start off wanting the former and end up wanting the latter. Here are 13 thoughts about how to achieve such outlier success.“
How To Be Successful (Sam Altman, SamAltman.com)
What topic resonated with you? Comment below!
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