Marketing,  Weekend Content for New Planners

Weekend Content for New Financial Planners (August 29-30, 2020)

“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.

Success stories from financial advisors with non-traditional backgrounds:

“My major was chemistry and, after a career in the pharmaceutical industry, I began working as an independent consultant. As my interest in the financial markets increased, I began exploring options for an “encore” career in the financial industry.”

You Don’t Have To Be A Major In Business To Be A Financial Planner (Ginger Szala, ThinkAdvisor)

New Planner Recruiting’s Caleb Brown covers 5 reasons to consider a career in financial planning:

“The relationship that they have with their clients, that they’re giving financial planning advice to, it’s almost like they’re a part of the family. You can see the tangible benefits of the advice that you give. [When] young clients come to you and they have small kids, you’re helping them put away college funds, [determine] the amount and the savings vehicle, and then you get to see decades later the fruit of that labor.”

5 Reasons That Financial Planning Is The Most Compelling Career (Caleb Brown, New Planner Recruiting)

A case for worrying less about “accumulating” followers on social media and what to focus on instead:

“Just because someone has a lot of followers this does not imply that this is the number of people seeing their content.  It’s like that old philosophical question: If a tree falls in a forest and no one is around to hear it, does it make a sound?  Well, if someone with 10,000 followers sends a tweet, but only 300 of their followers see it, do the other 9,700 followers even exist?”

A Follower Is Not A Follower (Nick Maggiulli, Of Dollars And Data)

Barron’s podcast episode with David Armstrong on digital marketing and being intentional about your audience on social media:

“But what I caught myself doing was seeking validation with other advisors, which wasn’t going to generate me any sort of eyeballs on my content.”

Find Your Signal in the Digital Noise (Sterling Shea, Barron’s Advisor)

What topic resonated with you? Comment below!

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