Weekend Content for New Planners

Weekend Content for New Financial Planners (August 7-8, 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.

Megan Carpenter in a wide-ranging interview including [Podcast]:

  • The importance of being flexible in your career path early on
  • The advantages in leveraging your story for your marketing
  • Her evolving view of work-life balance

“You have your own ‘why,’ your own passion for why you do what you do. You have your own demographic and psychographic that you serve. You have your own change that you’re trying to create. Your own business. And the truth is: that cannot be replicated by anybody. No competitor can take that from you – because it’s you, there’s only one you. So, that extends to how you make marketing and PR decisions as well.”

Authenticity And Strategic Frameworks For Success In Advisor Marketing, PR, And Podcasting With Megan Carpenter, CEO And Co-Founder Of FiComm Partners [Tina Powell, In The Suite]

Carl Richards on the best way to pick a niche [Video]:

What’s The Best Way To Find Your Ideal Client Niche? [Carl Richards, The Society of Advice]

Give clients what they want and slip in what they need [Article]:

“As the profession continues to evolve and the value of an advisor shifts towards the ability to guide clients through the process, unearth the values and emotions, and change their behavior for the better, the focus on behavioral coaching will intensify.

More research studies will be commissioned verifying that behavioral coaching and management is the most valuable service we provide.

But, until clients start asking for someone to change their behavior, stay focused on what they want and slip in what you know they need.

What Clients Want Is Not What They Need [Brendan Frazier, Advisor Perspectives]

How to find your “optimal busy” [Article]:

“Additionally, you might find yourself outside of this spectrum temporarily. It’s always possible to take on more commitments than you realize and feel busier than is ideal. It’s also possible to have few immediate outlets for activity and feel bored and directionless in life.

There seem to be two different settings in the busyness-happiness calculation: first, what your ideal set point is, and second, whether your temporary situation is above or below this optimal set point.

Is Life Better When You’re Busy? [Scott Young, ScottYoung.com]

A solid thread of questions for prospects and clients [Twitter Thread]:

And the importance of follow-up questions [Voice Tweet]:

Which piece of content did you like? Comment below!

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