Weekend Content for New Planners

Weekend Content for New Financial Planners (December 25-26, 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.

Brittney Castro covers all things marketing including [Podcast or Video]:

  • The importance of investing in your personal brand
  • How to develop your voice
  • Her content marketing strategy
  • And more…

“Quite frankly, like with most of the opportunities that I get, they just found me. They found me through social media and the content I was developing. So, I have been very fortunate that most of the clients that when I started the RIA and a lot of the speaking and brand opportunities have come inbound. Meaning I don’t really pitch. Right when I started this RIA it was very clear – I don’t want to cold call all day. I just want to create content and have people come to me.”

Brittney Castro: Social Media and Brand Marketing for Financial Advisors [Jamie Hopkins & Ana Trujillo Limon, Framework]

Ben Carlson on the skillsets that will endure an ever-changing industry [Video]:

What Is The Future For Advisors? | Ben Carlson [Ron Bullis, Lifeworks]

Thomas Kopelman shares how he thinks about repurposing content, advice for content marketing newcomers, and more [Podcast or Video]:

A Social Media Strategy On Steroids With Thomas Kopelman [Jess Bost, Functional Finance]

Steve Lockshin speaks with Dasarte Yarnway on “staying true to yourself” as well as [Podcast or Video]:

  • The importance of mentorship (and how to be a good mentee)
  • Working two jobs to enter the industry
  • Advice for new planners

“I never thought of it as a sacrifice because to me it was an opportunity to learn. That was time well invested. I didn’t need to make money when I was 20 years old – I worked at night and paid my bills that way and during the day went and learned. So, nothing along the way seemed like a sacrifice. It just seemed like a journey and it’s been a lot of fun. There was no destination except to try and get better every day.”

Steve Lockshin On The Power Of Being Independent [Dasarte Yarnway, The Human Advisor]

Caleb Brown on the advantages of working with a recruiter [Video]:

How To Best Leverage A Recruiter In Your Job Search [Caleb Brown, New Planner Recruiting]

Some points to ponder heading into the new year:

Which piece of content did you like? Comment below!

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