Weekend Content for New Planners

Weekend Content for New Financial Planners (August 28-29, 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.

Taylor Schulte discusses the processes behind his firm’s success and more [Podcast or Video]:

  • How he ditched the typical printed financial plan deliverable and what he uses instead
  • The steps he takes to set up “surge meetings”
  • How he transitioned non-niche clients in a way that felt natural to him
  • The ideal target market size that makes for a good niche

Finding Your Financial Planning Niche With Taylor Schulte [Ross Marino, Shaping Change]

Jerry Kauffman gives an overview of the “Entrepreneurial Operating System” that powers Michael Kitces’ companies [Podcast]:

“I think that may be a particular challenge for really small organizations, one or two people, because if they don’t have some kind of a structure to hold them accountable, they’re kind of on their own. And it can be kind of lonely. It still can work. But you have to have intentionality to have some kind of a mechanism or structure to provide that pulse and accountability.”

Ep #316: Get What You Want Out of Your Business Using The EOS Model: An Interview With Jerry Kauffman [Maddy Roche, XYPN Radio]

Stephanie Bogan on how to get rid of your “head trash” [Article]:

“Head trash is indiscriminate. Everyone from new advisers to CEOs to luminaries suffer from head trash. Carl Richards has spoken openly about his imposter syndrome, Michael Kitces shared how our coaching tanked his head trash to drive 10x growth, and I’ve talked about how my outward success has been plagued by inner insecurities.

Head trash is a negative belief you hold about yourself, your abilities, or the world. Beliefs are nothing more than thoughts that we think over and over again until they become truth. These truths in turn define the thoughts we think, which drive our behavior, which produce the results we experience.”

Getting A Handle On Your Head Trash [Stephanie Bogan, InvestmentNews]

If you’re hesitant to start putting out content or to put out content on a new medium, a couple of lines from last week’s Lead Pilot podcast along with a follow-up tweet this week:

Benjamin Brandt: “You should always look back at something you did six months, a year ago, and be a little bit embarrassed  – if you’re not, that means you’re not improving.”

Samantha Russell: “If you’re starting something new and if you don’t look back at the first iteration of something and cringe just a little bit it means you started too late.”

Caleb Brown on several due diligence points for evaluating firms’ training programs during interviews [Video]:

3 Ways To Evaluate A Firm’s Training Program [Caleb Brown, New Planner Recruiting]

Which piece of content did you like? Comment below!

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