Weekend Content for New Planners

Weekend Content for New Financial Planners (December 19-20, 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.

RLS Wealth advisor and Advisors Growing As A Community co-founder Justin Castelli’s origin story, the importance of sharing your own story and your “why” in your firm’s marketing, and four factors for successful marketing [Video]:

The #1 Missing Ingredient Advisors Forget When Trying To Attract New Clients (Samantha Russell, Twenty Over Ten)

Altruist founder Jason Wenk’s marketing workbook covering 7 basic marketing tactics every advisor should be implementing, the importance of copywriting and underlying principles, and a variety of sales personas to more effectively tell (and “sell”) your story [Document]:

ADVISOR IGNITION Workbook (Jason Wenk, Altruist)

Capital Benchmark Partners founder and XYPN advisor Helen Ngo shares her story on how she overcame the early, challenging years of becoming an advisor, how to make yourself more marketable to hiring firms today, and how she’s scaling her firm by hiring around her strengths [Podcast]:

“I’ll be very frank. I really considered going back to-to corporate many, many times the first three years for sure. I mean, it was just so, it’s a lonely road. It’s a very lonely road. Looking back now, of course, it’s comfortable looking back now. But while I was there, I did take on any clients. Now we don’t do that anymore. I’m confident now that you know what I know how to bring in new business. I can say no to clients. But back then, the first two to three years, the toughest was saying no to a prospective client because I needed to pay the bills. Super hard to do.

Ep #286: Evolving As A Business Owner: An Update With Helen Ngo (Maddy Roche, XY Planning Network)

Leading motivation and procrastination expert Dr. Piers Steel on why we procrastinate, the effective way to set goals, and more [Article]:

There’s this idea of goal choice versus goal striving. The motivations that get you to choose a goal aren’t the same as the ones that get you to strive toward it. You could want something and want it quite badly, and still find it difficult to find the motivation to do it. Entrepreneurs tend to be more confident, than the every day [person]. But they find the most confident entrepreneurs tend to be the least successful. You have to have confidence, but also respect for the competition. I can do this, but it won’t be easy. Balancing those two things works really well.

Why You Procrastinate (With Leading Expert Piers Steel) (Scott Young, ScottHYoung.com)

Advance Capital Management’s Manager of Investor Education and Kiplinger contributor Jacob Schroeder shares 7 habits to improve your financial writing [Article]:

“Contrary to the tortured-genius myth, most famous writers were highly attentive to their productivity, using ‘tools’ that we associate with athletes and business leaders. They set daily goals. They followed meticulous schedules. They ferociously shielded themselves from distraction. All to perform at their best. Of course, this is not limited to the literary world. Most successful financial writers keep their own set of habits. One could argue habits are even more important for financial writers as they grapple with the added pressure to simplify complex topics and help people secure their futures.

7 Habits Of Successful Financial Writers That Will Improve Your Writing (Jacob Schroeder, Incognito Money Scribe)

What topic resonated with you? Comment below!

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