Weekend Content for New Planners

Weekend Content for New Financial Planners (August 27-28, 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 website accessibility tips that also improve your SEO, advice on partially leaning on outsourced marketing providers, and more [Podcast]:

“These things we reviewed also create a good foundation for learning how to optimize your content for SEO. They force us to focus on the user, to create a better experience, and be thoughtful about what we include in our content and how we present it to the reader.”

Web Accessibility, SEO, And Email Marketing [Taylor Schulte, Experiments In Advisor Marketing]

ICYMI: Jeffrey Levine breaks down the student loan announcement [Twitter Thread]:

New Planner Recruiting’s Caleb Brown with some tips on the often underappreciated skill of note-taking, including pre-meeting prep, internal versus external notes, and more [Video]:

How To Take Notes In A Client Meeting – Part 2 Of 3 [Caleb Brown, New Planner Recruiting]

Katie Braden with advice on quickly getting started producing video content [Video]:

Mastering The Technical Side Of Video With Katie Braden [Jay Coulter, Financial Advisor TV]

Morgan Housel shares some of his core beliefs on business and investing [Article]:

“Most fields are a hierarchy of truths with big ideas at the top and laws, rules, and finer details branching off below them. Viewing ideas in isolation, without recognizing the family tree of where they came from, gives a distorted view of how a field works and can overcomplicate what are often simple answers.”

Big Beliefs [Morgan Housel, Collaborative Fund]

Which piece of content did you like? Comment below!

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